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Sign in to unlockFair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
22.5%/yr
±4.2% · revenue growth to justify current price
FCF-Based Reverse DCF
20.4%/yr
±3.5% · FCF growth to justify current price
THE GAP
Market pricing margin expansion or capex normalization
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Sign in to unlockRollins pest control; recurring termite/mosquito revenue; demographic tailwinds (aging homes).
Technician labor market tightness; weather variability; acquisition integration.
Updated Apr 7
Falcon deep read confirms: 6.9% organic (residential ~5%, commercial ~8%, termite ~10%), 52.8% gross margin (+10bps), 20% adj op margin (+10bps), M FCF (+12.1%, 123% conversion). 75% recurring revenue...
FY2025: Revenue $3.761B (+11%), organic growth 6.9%, adj operating margin 20.0% (+10bps), adj EBITDA $855M (22.7%), FCF $650M (+12%). 26 acquisitions/buybacks including Saela. 2026 guidance: 7-8% orga...
ROL 2025 strong fundamentals: 6.9% organic growth, 20% adj operating margin, M FCF, 0.9x leverage. Q4 weather headwind noted. 2026 guide 7-8% organic growth. Solid execution on acquisition strategy.