Rollins, Inc. (ROL)

FairStock Score: 46/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Rollins as a steady pest-control service business with a long record, but I am careful not to confuse a good business with a good price. The filed numbers show progress: fiscal 2023 revenue was $3.1B and net income $435.0M; fiscal 2025 revenue was $3.8B and net income $526.7M, with diluted EPS rising from $0.89 to $1.09. FairStock labels it a STALWART, citing 14.6% annual profit growth and 11.7% revenue growth over five years. In fiscal Q3 2026, revenue was $1.1B and net income $157.9M, or $0.33 per diluted share; against fiscal Q3 2025 net income of $163.5M and EPS of $0.34, profit slipped even as the top line appears larger. The supplied revenue growth is 6.19% while profit growth is -3.42%, so the recent trajectory is not uniform. The balance sheet looks sound by the supplied measures: Altman Z-score 5.94, Piotroski 7/9, debt-to-equity 0.78, and trailing FCF of $671.8M. Returns are high—FairStock calculates ROE at 37.01% and ROCE at 14.06%—which can indicate a decent business, though the figures alone do not prove a durable moat. My Graham instincts balk at the price. At the 2026-10-26 close of $34.55, FairStock's P/E is 31.41, P/B 11.63, EV/EBITDA 20.49, and FCF yield 4.1%; the Graham Number is $8.57, implying a -306.30% margin of safety. The FairStock Score is 46/100. I would want either faster profit growth or a lower price before calling this a margin-of-safety bargain.

In plain English: Rollins provides pest and wildlife control services to homes and businesses. The business looks strong in some ways: it earns high profits on the money invested in it, has healthy financial strength measures, and sales have grown over the last few years. But the stock price looks expensive compared with its profits and a conservative value estimate, and profit in the latest quarter was lower than a year earlier.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-09-30) · fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer