Rollins, Inc.ROL
NYSE•Consumer Cyclical•Personal Services
Rollins, Inc., through its subsidiaries, provides pest and wildlife control services and protection to residential and commercial customers in the United States and internationally. The company offers pest control services to residential properties protecting from common pests, including rodents, insects, and wildlife. It also provides workplace pest control solutions for customers across various end markets, such as healthcare, food service, and logistics. In addition, the company offers termite protection and ancillary services for both residential and commercial customers. It serves clients directly, as well as through franchisee operations. The company was formerly known as Rollins Broadcasting, Inc and changed its name to Rollins, Inc. in 1965. Rollins, Inc. was founded in 1901 and is headquartered in Atlanta, Georgia.
Rollins, Inc. (ROL) reported trailing twelve months revenue of $3.84B as of March 2026, a 11.0% increase year-over-year. Quarterly revenue reached $906.42M, reflecting continued top-line momentum.
Rollins, Inc. generated $529.29M in TTM net income, with quarterly EBITDA of $177.98M. The operating margin contracted from 17.3% to 16.1%, suggesting rising cost pressures or pricing headwinds.
The spread between operating margin (16.1%) and net margin (11.9%) indicates tight cost control with minimal non-operating drag. Net margin has narrowed from 12.8% a year ago, reflecting increased costs or interest expense.
ROL trades at a P/E of 48.2x (a premium multiple) and a P/S of 6.6x. The price-to-book ratio of 18.5x indicates a significant premium over book value.
The company generated $111.23M in free cash flow over the trailing twelve months, a 20.6% decrease year-over-year, indicating cash generation ability. The balance sheet shows $3.16B in total assets with $486.63M in long-term debt against $1.38B in stockholders equity for a debt-to-equity ratio of 0.4, a conservative capital structure. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are stable at ~19.0%, suggesting durable pricing power and cost discipline.
Consistently high ROE averaging 35.9% suggests a durable competitive advantage and efficient capital allocation.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
TTM revenue has grown consistently (7 of 7 quarters up), with ~18.9% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~18.8% — no sign of cost or pricing stress.
FCF covers net income by 1.2x on average — earnings are well-supported by cash generation.
D/E ratio is 0.4 — conservative capital structure with low financial risk.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Share count is stable — no significant dilution or buyback activity.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation