Rollins, Inc.

Methodology

Rollins' pest control services generate highly predictable recurring revenue from residential and commercial contracts with Orkin, HomeTeam, and other brands. Route-based services create exceptional earnings visibility. The defensive business model with recurring revenue makes earnings projections straightforward and reliable for this essential services provider.

Methodology

Rollins consistently commands premium PEG ratios reflecting defensive characteristics, recurring revenue quality, and steady market share gains through acquisitions. While growth appears modest, the business model consistency justifies valuations above typical service companies. Compare to Rollins' historical range and ServiceMaster's Terminix operations.

Methodology

Rollins offers a meaningful dividend with decades of consecutive increases, reflecting the stable cash generation from recurring pest control services. The dividend provides reliable income alongside steady acquisition-driven growth. For this defensive service provider, dividend consistency matters as much as growth in attracting income-focused investors.