CluenexRollins ROL
Rollins scores good on business quality (7.4 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Rollins does
Rollins provides pest and termite control services to residential and commercial customers through well-known brands like Orkin, generating recurring subscription-like revenue from recurring service visits.
- What it does best
Rollins delivers exceptional route density that drives a gross margin of 52.4%, outperforming peers like CLH at 32.3%. This density makes new route additions highly accretive and nearly impossible for competitors to replicate without decades of local scale.
- The main risk
Valuation stands as the primary vulnerability, with the stock trading well above its intrinsic value of $24.38. Any stumble in the steady 10.9% revenue growth rate could trigger a sharp multiple contraction.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins hold at 18.7% with a robust ROE of 37.2%, reflecting strong pricing power and high capital efficiency as route density scales.
The brand-driven switching cost moat locks in residential and commercial customers, supported by a top-decile return on equity of 37.2%.
Revenue grew 11.0% to $3.9 billion, extending a consistent multi-year expansion trend visible across annual results.
Debt-to-equity sits at 0.4x with $510 million of net debt, backed by $619 million in free cash flow, keeping financial stability solid.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on ROL
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Rollins scores good on the Cluenex quality check (7.4 of 10), measured against its own industry. Profitability is fair, moat strong, growth steady and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 21, 2026, after the close.
See ROL today
- Today's verdict on ROL, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Rollins (ROL)”, https://cluenex.com/stocks/rol/, data as of Oct 10, 2026.