$Rollins(ROL)$ Rollins is a pest control compounder (Orkin and a portfolio of other brands) with highly recurring demand, route density that scales margins, and a long history of bolt-on acquisitions. After a sharp pullback from its highs, you could buy this durable compounder at a potential discount right now. Management is projecting 7–8% organic growth, plus 2–3% from deals, with strong free-cash-flow conversion. The FCF fair price is also $56, and using Dividend Yield Theory it has a potential fair value of $58 per share.
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