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ROL · NYSE · STOCK

Rollins (ROL) Stock Analysis

Industrials Updated August 17, 2026
$36.04
52W $35.97 – $66.14
56/100
$17.42B
32.9
0.74
AI Committee Verdict
Watch
56/100
Conviction: Contested · 50% agreement · 6 analysts
+58.4%
Contested

Is ROL Bullish or Bearish?

Mixed. Innellis AI committee rates Rollins, Inc. (ROL) Watch with a composite score of 56/100 , based on 6 analysts with 50% agreement. Last updated August 17, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +3.55 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -16.45 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — current ratio of 0.60 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 37.2% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • News sentiment is positive (+0.27 across 20 articles, 14d) — News
Bear Case
  • P/E of 32.9 is moderate-to-rich — Value
  • Price-to-book of 21.2x prices in significant intangible value — Value
  • Price structure making lower highs and lower lows — Technical
  • RSI at 22 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 17, 2026
Overall Committee Score
56/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 74%
of 223 Industrials peers
Value Analyst neutral
54 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 37.2% shows genuine earnings power backing the valuation
− P/E of 32.9 is moderate-to-rich
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
41 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Risk Analyst bearish
35 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.60 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 20 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2963.04)
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Investment Thesis Evolution

Committee score moved marginally from 56.5 to 56.5.

Analyst-level changes:
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-08-16 to 2026-08-17 (1 day apart).

Technical Analysis

RSI (14)
22.4
Oversold
MACD Histogram
-0.013
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Bollinger %B
0.24
Inside Bands
Price vs Moving Averages
EMA 9
$37.09 Below
EMA 21
$38.80 Below
EMA 50
$42.29 Below
EMA 200
$50.73 Below

Fundamental Analysis

Valuation
9
Growth
52
Profitability
86
Financial Health
43
Cash Flow
70
Valuation
P/E Ratio 32.9×
P/B Ratio 12.19×
PEG Ratio 3.69
Dividend Yield 2.02%
52W High $66.14
52W Low $35.97
Quality & Growth
ROE 3832.5%
ROA 1677.1%
Gross Margin 5070.5%
Operating Margin 1868.0%
Revenue Growth YoY
Debt / Equity 0.78
AI Fundamental Assessment
P/E ratio of 32.9 (rich relative to a 15-40x range); Price-to-book of 12.2x; PEG ratio of 3.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 38.3%; Return on assets of 16.8%; Net margin of 13.6%; Gross margin of 50.7%; Current ratio of 0.63 (tight short-term liquidity); Debt-to-equity of 0.78; Free cash flow per share is positive (1.29); Most recent quarter missed estimates by 7.0%; EPS growth accelerating (-4.0% -> +33.3% QoQ); Analyst estimates rising over recent quarters
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Explore ROL Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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