$ROL

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Win rate (3m)

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1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices delayed ~15 min · refreshed 21m ago

$ROLr/ValueInvestingStock Analysisbullish

u/South-Ad-3339 · 21d agono track record yet

Rollins is looking Delicious at 36!

Rollins has reached its lowest RSI level since May 2000 after a significant sell-off, but the underlying business—Orkin with sticky recurring revenue and decades of consistent growth—remains fundamentally sound. The valuation compression is overdone relative to the quality of the business, presenting an attractive value opportunity.

At post $36.38Now $34.67-4.7% since posted21m ago

1d+1.5%

3d+1.5%

1w-1.2%

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$ROLr/ValueInvestingDiscussionbullish

u/mrmrmrj · 42d ago4 prior · awaiting results

ROL approaching 2021-2022 lows.

Rollins is a well-managed pest control business with an AI-immune moat, strong competitive advantages from industry fragmentation, and sticky recurring revenue. Trading near 2021-2022 lows despite improving fundamentals (EPS up 52% since end-2022, FCF up 49%), presenting a buying opportunity similar to past corrections that have driven long-term outperformance.

At post $36.65Now $34.67-5.4% since posted21m ago

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End of results.