Rollins (ROL)
Forward P/E is 27.98x against a peer median of 26.23x, a ratio of 1.07x, with trailing P/E 30.99x and PEG 4.06. The ratio sits inside the fair band; growth is above the cluster median but the ratio is not at or below 0.95 and the PEG is far above 1.2, so the undervalued test is not met. Latest-quarter revenue grew +6.2% year over year (PRIMARY, EDGAR). Delivered demand check: the Waste & environmental services group's median growth was +5.4% year over year — demand steady.
What would change this label: Move to OVERVALUED if the forward P/E rises to about 30.2x or above (1.15x the peer median) at unchanged estimates, or if revenue growth falls below 3% year over year for two quarters. Move to UNDERVALUED if the forward P/E compresses to about 23.6x or below (0.90x the peer median) while revenue growth stays above 5% year over year.
Rollins provides pest control for homes and businesses, mainly through its Orkin brand. Its shares cost a lot for the growth on offer, but similar services companies cost about the same, and its sales are growing a little faster than theirs. Compared with its peers, the shares look fairly priced.
Both lines start at 100 on 2020-09-01. Over the full window Rollins returned -8.44% and the S&P 500 +118.28% (price returns; dividends not reinvested). Worst peak-to-trough fall for Rollins: -54.7% (2026-02-11 to 2026-10-05). Source: Nasdaq official daily history.
What the label rests on
Forward P/E is 27.98x against a peer median of 26.23x, a ratio of 1.07x, with trailing P/E 30.99x and PEG 4.06. The ratio sits inside the fair band; growth is above the cluster median but the ratio is not at or below 0.95 and the PEG is far above 1.2, so the undervalued test is not met. Latest-quarter revenue grew +6.2% year over year (PRIMARY, EDGAR). Delivered demand check: the Waste & environmental services group's median growth was +5.4% year over year — demand steady. The company’s forward P/E is 28.0× against a peer median of 26.2×. Its own history: UNVERIFIED — no sourced range available. Sector demand read: Delivered demand check: the Waste & environmental services group's median latest-quarter revenue growth was 5.4% year over year (SEC filings) — demand steady. This company grew 6.2%, above the group. Latest-quarter sales growth was +6.2% versus a year earlier (SEC filings).
| Company | Price (Oct 28, 2026) | Forward P/E | Trailing P/E |
|---|---|---|---|
| Rollins (ROL) | $33.77 | 28.0× | 31.0× |
| VLTO | — | 22.7× | 25.9× |
| RSG | — | 30.8× | 33.3× |
| WM | — | 26.2× | 30.2× |
| Peer median | 26.2× |
Multiples: stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026. Peer set chosen by sector; the median is the middle value of the set. The label and its numbers were recorded in the programme’s label registry on Oct 28, 2026 and will be scored at 6 and 12 months.
Sales, profit and cash
This company does not report a gross-profit line in its SEC facts (normal for banks, payment networks and some health insurers), so profit is shown as net income instead — gross margin is marked UNVERIFIED-absent rather than estimated.
Free cash flow = cash from operations minus spending on plant and equipment, both from the company’s SEC cash-flow statement. Gaps are quarters where that spending line is not separately tagged in the filings — shown as gaps, never estimated.
| Quarter | Sales | Gross margin | Net income | EPS (GAAP, diluted) | Free cash flow |
|---|---|---|---|---|---|
| Q/E Sep 2026 2026-09-30 | $1.1B | — | $158M | 0.33 | $235M |
| Q/E Jun 2026 2026-06-30 | $1.1B | — | $144M | 0.30 | $166M |
| Q/E Mar 2026 2026-03-31 | $906M | — | $108M | 0.22 | $111M |
| Q/E Dec 2025 2025-12-31 | $913M | — | $116M | — | $159M |
| Q/E Sep 2025 2025-09-30 | $1.0B | — | $164M | 0.34 | $183M |
| Q/E Jun 2025 2025-06-30 | $1000M | — | $141M | 0.29 | $168M |
| Q/E Mar 2025 2025-03-31 | $823M | — | $105M | 0.22 | $140M |
| Q/E Dec 2024 2024-12-31 | $832M | — | $106M | — | $184M |
| Q/E Sep 2024 2024-09-30 | $916M | — | $137M | 0.28 | $139M |
| Q/E Jun 2024 2024-06-30 | $892M | — | $129M | 0.27 | $136M |
| Q/E Mar 2024 2024-03-31 | $748M | — | $94M | 0.19 | $120M |
| Q/E Dec 2023 2023-12-31 | $754M | — | $109M | — | $142M |
The last twelve reported quarters. Full 25-quarter history sits in the data pack behind this page. A dash means the figure is not tagged as a standalone quarter in the company’s SEC facts (the usual case is the fourth quarter, which many companies only report inside the full-year filing) — it is missing, not zero.
Earnings: getting better or worse?
Each box is one quarter’s earnings per share (EPS). Green means EPS was higher than the same quarter a year earlier; red means lower; a dash means the figure is not tagged in the filings.
Basis: GAAP diluted EPS from SEC company facts, compared with the same quarter a year earlier.
Key facts
| Item | Value |
|---|---|
| Company (legal name in filings) | ROLLINS INC |
| Chief executive | Jerry E. Gahlhoff, Jr. (source: https://en.wikipedia.org/wiki/Rollins,_Inc.) |
| Sector | Industrials — Environmental & Facilities Services — provides pest control services to homes and businesses, mainly through Orkin |
| Share price (Oct 28, 2026) | $33.77 |
| Market value (market cap) | $16.3B — share price times shares outstanding of 478,045,280 (SEC filings; SEC EDGAR dei EntityCommonStockSharesOutstanding (latest)) |
| Sales, last twelve months | $4.0B |
| Net income, last twelve months | $526M |
| Free cash flow, last twelve months | $672M |
| Latest reported quarter | Q/E Sep 2026 (of 25 quarters in the data pack) |
| Six-year price return vs S&P 500 | -8.44% vs +118.28% |
| Worst peak-to-trough fall | -54.7% (2026-02-11 to 2026-10-05) |
What we could not verify
- Gross profit / gross margin: not tagged as a standalone line in this company's EDGAR company facts (common for banks, payment networks and some healthcare payers) — shown as UNVERIFIED-absent; the page charts revenue and net income instead.
- TTM GAAP diluted EPS could not be summed from company facts because at least one of the last four quarters (typically Q4) has no standalone tagged EPS; trailing P/E is therefore taken from the labelled secondary source in valuation_label.md.
- Own-history P/E (5-year median): not computed in the Phase 1 batch — UNVERIFIED
- Guidance record (each quarter scored against the guidance the company gave the quarter before) is not yet compiled for this company — it is a Phase 2 layer. The earnings strip below therefore uses reported EPS versus a year earlier, which is fully sourced from filings.
The IT factor — the most exciting thing the market is overlooking — is not assessed on an X-Ray page. It belongs to the Deep Dive (Phase 2), where it gets the evidence standard it needs. Leadership-era scoring (the six years split by chief executive) is likewise a Phase 2 layer; this page names the current chief executive only, from a sourced profile.
Sources
- SEC EDGAR submissions — Filing index; company legal name.
https://data.sec.gov/submissions/CIK0000084839.json - SEC EDGAR company facts — Quarterly financial spine: revenue, gross profit, net income, GAAP diluted EPS, operating cash flow, PP&E capex, buybacks, dividends, diluted shares.
https://data.sec.gov/api/xbrl/companyfacts/CIK0000084839.json - Nasdaq official daily history — Daily closes for the company; SPY (assetclass=etf) saved as raw/nasdaq_spy_raw.json over identical dates.
https://api.nasdaq.com/api/quote/ROL/historical?assetclass=stocks - Valuation multiples and peer figures — stockanalysis.com (SECONDARY, S&P Global data), fetched Oct 28, 2026; see valuation_label.md in the data pack.
Conventions: earliest-filed value per period, as first reported; cash-flow years-to-date differenced quarter by quarter; EPS never differenced; free cash flow = operating cash flow minus plant-and-equipment spending. This page is a dated snapshot — updates are new versions, never silent edits.