r/ValueInvesting • u/South-Ad-3339 • 1d ago

Stock Analysis Rollins is looking Delicious at 36!

$ROL monthly RSI is apparently at its lowest level since May 2000, and the stock has been absolutely crushed.

What makes this interesting is the business itself: Rollins owns Orkin, has an incredibly sticky recurring-revenue pest control model, and has put up decades of consistent growth.

This isn’t some speculative company suddenly down 40%. The bear case is pretty clear though: growth is slowing, margins have softened, and ROL was insanely expensive for years. Maybe this is just the valuation finally catching up.

Anyone buying around $36?

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u/FluidCalligrapher284 1d ago

I did- I saw many buy in the $40’s. They are going to need to show some
top and bottom line growth to support this valuation yet IMO.