← Top Holdings

ROLROLLINS INC

CUSIP: 775711104

4

Guru Owners

$184.1M

Total Value Held

3.1M

Total Shares

$89.4M
0.71%
$88.7M
0.52%
$4.6M
0.05%
$1.3M
0.00%

📊 Fundamentals

Market Cap$28.0B
P/E Ratio53.5x
Above market avg
Forward P/E41.4x
P/FCF50.5x
EPS (TTM)$1.09
Revenue (TTM)$3.8B
Profit Margin14.00%
Div Yield1.25%
Beta0.80

52-Week Range

$49.73
$66.14

Current: $58.28

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 53.5x trailing earnings → 41.4x forward · 14.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$78.7M$157.4M$236.1M$314.8MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '254 owners · $184.1M
INCREASEDTom Gayner$89.4M
INCREASEDLee Ainslie$4.6M
REDUCEDRay Dalio$1.3M
Q3 '254 owners · $179.4M
INCREASEDTom Gayner$86.7M
INCREASEDLee Ainslie$3.5M
NEWRay Dalio$2.4M
Q2 '253 owners · $167.3M
REDUCEDTerry Smith$83.4M
INCREASEDTom Gayner$82.9M
NEWLee Ainslie$1.0M
Q1 '252 owners · $165.3M

No changes

Q4 '242 owners · $141.8M
INCREASEDTom Gayner$67.8M
Q3 '242 owners · $154.3M
INCREASEDTom Gayner$73.5M
SOLDHenry Ellenbogen

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
9%analyst est. 8.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
14.8%current: 14.8%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ROL: Held by 4 superinvestors · 4 congress member trades

SELLLisa McClainR
$1,001 - $15,0002025-10-14
BUYRo KhannaD
$1,001 - $15,0002025-01-17
BUYRick AllenR
$15,001 - $50,0002024-12-12
SELLRo KhannaD
$1,001 - $15,0002024-10-14