Casella Waste Systems vs Rollins
Rollins is the larger business, with $3.76bn of revenue in fiscal 2025 against $1.84bn for Casella Waste Systems (2.0 times as much). Casella Waste Systems grew faster (18.0% against 11.0%). Rollins kept more of each dollar of sales as profit: a net margin of 14.0% against 0.4%.
| Latest fiscal year | Casella Waste SystemsCWST, 2025 | RollinsROL, 2025 |
|---|---|---|
| Revenue | $1.84bn | $3.76bn |
| Revenue growth | 18.0% | 11.0% |
| Net income | $7.9m | $527m |
| Operating margin | — | — |
| Net margin | 0.4% | 14.0% |
| Return on equity | 0.5% | 38.9% |
| Free cash flow | $84.7m | $650m |
| Cash | $124m | $100m |
| Total debt | $1.17bn | $610m |
| Debt to equity | — | — |
| Dividend per share | — | $0.68 |
| Dividend yield | — | 2.0% |
| Share buybacks | — | $217m |
| Employees | 5,600 | 21,946 |
| Market value | $6.18bn | $17.92bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 35 (Weak) | 89 (Strong) |
| Insider trades, 12 months | 0 buys, 28 sales | 2 buys, 20 sales |