WallStSmart
ROL

Rollins Inc

NYSE: ROL · CONSUMER CYCLICAL · PERSONAL SERVICES

$55.33
-0.74% today

Updated 2026-04-29

Market cap
$26.64B
P/E ratio
50.76
P/S ratio
6.93x
EPS (TTM)
$1.09
Dividend yield
1.25%
52W range
$52 – $66
Volume
3.0M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Rollins Inc (ROL) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$55.33
Consensus
$66.10
+19.47%
2030 Target
$140.22
+153.42%
DCF
$69.89
+6.14% MoS
10 analysts:
6 Buy3 Hold0 Sell

Management guidance

No specific CEO revenue targets disclosed in available data. RBC Capital notes management expects recurring organic growth to remain strong with full-year incremental margins improving to 25-30% in 2026, but no explicit revenue dollar targets were provided in recent earnings calls or investor communications.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$231.90
$5.6B Rev × 20x P/S
Base case (2030)
$140.22
$5.6B Rev × 12x P/S
Bear case (2030)
$91.68
$5.6B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$3.1B$3.4B$3.8B$4.2B$4.5B$4.9B$5.2B$5.6B
Revenue growth—10.3%11.0%10.3%8.9%8.1%7.4%7.0%
EPS$0.90$0.99$1.12$1.26$1.42$1.58$1.74$1.91
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$102.47$113.25$124.04$129.43$140.22

Catalysts & risks

Growth catalysts
+ Romex Pest Control acquisition (April 2026) expanding regional footprint and organic growth
+ Q1 2026 recovery from Q4 2025 weather disruptions; branch closure impacts normalizing
+ Technology investments and automation integration to improve operational efficiency
+ Strategic M&A activity in fragmented $40B+ North American pest control market
+ Continued 'CPI Plus' pricing power maintaining margin expansion through incremental margins of 25-30%
Key risks
- Residential segment slowdown due to high interest rates reducing discretionary pest control spending
- Q4 2025 revenue miss (6.8% growth vs historical 11.7% 5Y CAGR) signals demand softening
- Rising labor and input costs creating margin compression despite pricing actions
- Weather volatility impacting seasonal service delivery and deferred ancillary services recovery
- Premium valuation (49.5x P/E) leaves limited margin for execution misses; insider selling signals

Methodology

Rollins Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 10 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.