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Rollins offers a buy opportunity after 47% price drop, backed by 99 quarters of growth and strong cash flow potential.

Analyst Insights
13 Sep 2026
Seeking Alpha
View Source
Bullish
Rollins offers a buy opportunity after 47% price drop, backed by 99 quarters of growth and strong cash flow potential.

Rollins, a pest control company with 99 consecutive quarters of revenue growth, is now trading at a 47% lower price, making it an attractive buy. Despite recent challenges like weaker residential lead generation and margin pressure, management expects over 6% organic growth by 2026. The company's asset-light model supports high free cash flow, enabling acquisitions and a significant dividend increase. The stock's durable business model and disciplined acquisition strategy suggest potential for around 13% annual free cash flow growth, slightly below its historical 15%.

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