$ROL

3 theses

bullish 67%neutral 33%bearish 0%

Avg return (6m)

—

Win rate (6m)

— (0 resolved)

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

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

Recent theses

Prices as of Oct 23, 12:16 PM ET

$ROLr/ValueInvestingStock Analysisbullish

u/vassant-blake · 36d agono track record yet

Rollins, Inc. in a -50% Drawdown. Is this Quality Compounder a Buy?

Rollins is a high-quality, recession-resistant compounder with 80%+ recurring revenue and strong free cash flow generation (120%+ conversion). After a 50% drawdown, the stock trades near intrinsic value, offering an attractive long-term entry point for investors willing to overlook family transition governance risks and recent capital allocation missteps.

At post $32.35Now $34.54+6.8% since postedas of Oct 23, 12:16 PM ET

1d—

3d+0.4%

1w-7.2%

1m+3.1%

3m—

6m—

1y—

original post →

$ROLr/ValueInvestingAI-Written Contentneutral

u/raytoei · 45d ago25 prior · 60% at 3mo

Three stocks and a short paragraph each.

Rollins faces uncertainty after missing guidance on walk-in, dial-in, and website pest control sales; AI-driven DIY competition may pressure residential demand. Near-term direction depends on whether next quarter shows improvement or continued weakness, though underlying eps growth remains 9–12% annually.

At post $34.56Now $34.54-0.1% since postedas of Oct 23, 12:16 PM ET

1d+0.5%

3d+0.5%

1w-4.5%

1m-7.5%

3m—

6m—

1y—

original post →

$ROLr/ValueInvestingStock Analysisbullish

u/South-Ad-3339 · 66d 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 $34.54-5.1% since postedas of Oct 23, 12:16 PM ET

1d+1.5%

3d+1.5%

1w-1.2%

1m-10.9%

3m—

6m—

1y—

original post →

End of results.