How Is Rollins’ Stock Performance Compared to Other Cyclical Stocks?

Company Overview - Rollins, Inc. is based in Atlanta, Georgia, and provides pest and wildlife control services to both residential and commercial customers in the United States and internationally. The company has a market capitalization of $29.3 billion, indicating its substantial size and influence in the pest control industry [1][2]. Stock Performance - Rollins' stock reached an all-time high of $61.84 on November 28 and is currently trading 6.2% below that peak. Over the past three months, ROL stock prices have increased by 1.2%, outperforming the Consumer Discretionary Select Sector SPDR Fund's (XLY) marginal increase of 11 basis points during the same period [3]. - Year-to-date, Rollins' stock prices have surged by 25.2%, and over the past 52 weeks, they have gained 19.2%, significantly outpacing XLY's gains of 5.2% in 2025 and 1.7% over the past year [4]. Financial Performance - Following the release of its Q3 results on October 29, Rollins' stock prices surged by 7.3%. The company reported a 12% year-over-year increase in topline revenue, reaching a record $1 billion, which exceeded market expectations by 42 basis points. Additionally, adjusted EPS rose by 20.7% to $0.35, surpassing consensus estimates by 9.4% [5]. - Rollins has outperformed its peer Rentokil Initial plc, which recorded 9.8% gains year-to-date and 4.5% returns over the past 52 weeks [6]. Analyst Ratings - Among the 15 analysts covering Rollins' stock, the consensus rating is a "Moderate Buy." The mean price target is set at $64.22, indicating a potential upside of 10.7% from current price levels [6].