--- title: Rollins (ROL) — intrinsic value and fair price canonical: https://sweetvaluelab.com/stocks/rol ticker: ROL as_of: 2026-10-17 sector: Industrials industry: Specialty Business Services --- # Rollins (ROL) Rollins (ROL) closed at $33.45 on Oct 16, 2026, overvalued by 25% vs its model value of $26.67 (from a five-year discounted cash flow). ## Key figures | Figure | Value | | --- | ---: | | Last close | $33.45 (Oct 16, 2026) | | Model value (from a five-year discounted cash flow) | $26.67 | | Price vs model | overvalued by 25% vs model | | Range of that model | $17.91 – $54.00 | | Market value | $16.1B | | P/E (fiscal 2025) | 30.7 | | Net margin (fiscal 2025) | 14.0% | | Free cash flow (fiscal 2025) | $650.0M | | Dividend yield (trailing twelve months) | 2.18% | | Beta | 0.73 | | Cost of capital (WACC) | 8.31% | | Business classification | Dividend Payer (Moderate growth (~11% recent), Moderate margins (14% net margin), Pays dividends, Moderately volatile earnings) | ## On the stock lists | List | Place | Figure | Page | | --- | ---: | ---: | --- | | Worst performing this year | #15 | −44.3% | https://sweetvaluelab.com/lists/worst-performing-this-year | ## Dividends | Figure | Value | | --- | ---: | | Trailing dividend yield | 2.18% | | Dividends per share, last 12 months | $0.73 | | Dividends / free cash flow (fiscal 2025) | 50.4% | | Raised | 5 years in a row | | Growth over 5 years | 13.9% a year | | Latest payment | $0.1825, ex-date Aug 10, 2026, paid Sep 10, 2026 | | Year of payments | Dividends per share | | --- | ---: | | To Aug 9, 2021 | $0.38 | | To Aug 9, 2022 | $0.48 | | To Aug 9, 2023 | $0.52 | | To Aug 12, 2024 | $0.60 | | To Aug 11, 2025 | $0.66 | | Trailing twelve months (to Aug 10, 2026) | $0.73 | ## Valuation models Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026. | Model | Role | Value per share | Low | High | | --- | --- | ---: | ---: | ---: | | DCF · Perpetuity growth · 5y | primary | $26.67 | $17.91 | $54.00 | | DCF · Perpetuity growth · 10y | cross check | $30.52 | $20.85 | $60.20 | | DCF · EBITDA exit · 5y | cross check | $48.22 | $37.73 | $60.48 | | DCF · EBITDA exit · 10y | cross check | $49.78 | $37.04 | $66.49 | | P/E · peers | cross check | $43.22 | $37.60 | $46.14 | | P/E · own history | cross check | $59.38 | $55.10 | $64.35 | | PEG | sanity check | $12.80 | $12.80 | $12.80 | | EV/EBITDA · peers | cross check | $43.13 | $30.61 | $49.01 | | EV/Revenue · peers | cross check | $39.91 | $28.52 | $60.23 | | Earnings power value | cross check | $10.96 | $9.13 | $13.61 | | Dividend discount | cross check | $17.71 | $12.10 | $29.31 | ## Insider activity (SEC Form 4) No open-market insider buys or sales filed in the past 90 days. | Date | Insider | Relationship | Transaction | Shares | Value | | --- | --- | --- | --- | ---: | ---: | | Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 | 10% Owner | Other | 8,028,982 | — | | Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 | 10% Owner | Other | 2,235,811 | — | | Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 | 10% Owner | Other | 744,963 | — | | Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 | 10% Owner | Other | 3,945,035 | — | | Sep 17, 2026 | Gary W. Rollins Voting Trust U/A dated September 14, 1994 | 10% Owner | Other | 145,284,066 | — | ## Recent SEC filings | Filed | Form | What | Filing | | --- | --- | --- | --- | | Jul 23, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/84839/000008483926000040/rol-20260630.htm | | Jul 22, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/84839/000008483926000038/rol-20260722.htm | | May 27, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/84839/000008483926000032/rol-20260526.htm | | May 1, 2026 | 8-K | 5.07 Submission of Matters to a Shareholder Vote; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/84839/000008483926000029/rol-20260428.htm | | Apr 29, 2026 | S-3ASR | Shelf registration (automatic) | https://www.sec.gov/Archives/edgar/data/84839/000162828026028359/rollinsinc-formsx3asr.htm | ## Superinvestors holding it (latest 13F) | Manager | Quarter | Shares | Value | | --- | --- | ---: | ---: | | Polen Capital | 2026-06-30 | 1,590,903 | $66.4M | | Thomas Gayner | 2026-06-30 | 1,516,525 | $63.3M | | Henry Ellenbogen | 2026-06-30 | 1,165,673 | $48.7M | | Terry Smith | 2026-06-30 | 619,935 | $25.9M | 4 tracked managers in all. ## About Rollins, Inc. operates a network of subsidiaries that specialize in delivering pest and wildlife management solutions to a diverse clientele, encompassing both homeowners and commercial enterprises, throughout the United States and globally. For residential properties, the company offers comprehensive pest control, safeguarding homes from prevalent invaders such as rodents, insects, and other nuisance animals. Furthermore, it devises tailored pest management strategies for various business sectors, including healthcare, foodservice, and logistics. Beyond standard pest solutions, Rollins, Inc. also provides a range of termite defense options, from conventional treatments to baiting systems, alongside other complementary services. The firm serves its customers directly through its own operations as well as through its extensive franchisee network. Established in 1948, Rollins, Inc. maintai… --- Source: https://sweetvaluelab.com/stocks/rol (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.