Rollins, Inc. (ROL)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-10-29
$34.69+3.55%
Close 2026-10-29 · 1-day change
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-10-29
Research Workspace
Put ROL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Environmental & Facilities Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS growth reflecting operational execution: Comparison needs review.
View ThesisRevenue growth is slowing — up about 8% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 55% in its worst 12-month stretch.
View RiskROL’s case rests on organic growth and acquisitions, despite slowing revenue growth. Revenue growth eased from 10.2% to 6.2% year over year, while Q3 earnings were inline. ROL trades at 29× P/E versus a 27× peer median, and its own historical multiple was 39×. The price reflects less growth than our forecast, despite recent slowing. The miss risk is weaker organic growth and acquisition execution; the next-quarter miss probability is 32%. The thesis pillar needs review because its EPS growth comparison is unverified. Peer multiples imply a price about 7% above where it trades. This read is provisional.
Trailing returns as of 2026-10-29. ROL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering ROL (as of Oct 2026).
Based on 10 Wall Street analysts offering 12-month price targets for ROL in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ROL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Environmental & Facilities Services — fair value, gap to price, and forward P/E.
Compare the value case
Put ROL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Grow organically and through strategic acquisitions
Management's 4%–6% organic growth outlook supports growth, while AI-driven search disruption creates acquisition uncertainty.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $34.69
The last 12 months of price, then the range of analyst 12-month targets from today’s $34.69.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Grow organically and through strategic acquisitions
Missed estimates and slowing growth challenge organic growth momentum, though the headline alone does not establish a thesis break.
Threatens: Focus on organic growth and acquisitions
Revenue miss and slower pest-control growth challenge organic-growth execution.
Threatens: Focus on organic growth and acquisitions
Third-quarter earnings and revenue misses indicate weaker growth and performance, challenging the organic-growth objective.
Analyst downgrade raises concerns about future growth potential.
Threatens: Focus on organic growth and acquisitions
52-week lows indicate potential challenges in growth.