ROLLINS INC
ROL · Technology · $21.7B mkt cap · FY2025 filings · Wide moat
On the watchlist
The four filters
Pricing power86
Median gross margin 50.9% over 5y, very stable.
Returns on capital100
Median ROIC 31.1%, above the 9% hurdle in 100% of years.
Balance-sheet safety92
Net debt/EBITDA 0.6x, interest coverage 25x.
Capital discipline80
Owner earnings +15.9%/yr, share count n/a.
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $502.2M
- Est. intrinsic value / share
- $18.79
- Recent price
- $45.14
- Discount to value
- 140% above value
Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.