Rollins: Exceptional Business On Sale

Conviction Queue 610 Followers Follow Summary Rollins is a Buy, as this market sell-off is an overreaction that gives investors a buying opportunity. The residential service line was the disappointment in the quarter, with Orkin leading the way. This led to a revision to only 6% organic growth for the rest of 2026. While the company faces risks from macro headwinds, I believe this long-term compounder will thrive, and this correction in valuation makes this premium business far more reasonable. Lacheev/iStock via Getty Images In the spring, I decided to initiate a small position in Rollins, Inc. ( ROL ) as I believed that despite the premium valuation, the business was continuing to see steady double-digit revenue growth thanks in part to This article was written by Conviction Queue 610 Followers Follow I am a CPA and financial consultant with over two decades of experience in financial reporting. This professional background informs my lifelong passion for investing, where I combine a natural appetite for curiosity with a disciplined, long-term approach. Through the Conviction Queue, I focus on identifying quality, founder-led businesses at attractive valuations. My primary goal is to provide deep analysis on companies with sustainable growth potential that are built to be held for years. Analyst’s Disclosure: I/we have a beneficial long position in the shares of ROL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.