Rollins vs Veralto
Veralto is the larger business, with $5.50bn of revenue in fiscal 2025 against $3.76bn for Rollins (1.5 times as much). Rollins grew faster (11.0% against 6.0%). Veralto kept more of each dollar of sales as profit: a net margin of 17.1% against 14.0%.
| Latest fiscal year | RollinsROL, 2025 | VeraltoVLTO, 2025 |
|---|---|---|
| Revenue | $3.76bn | $5.50bn |
| Revenue growth | 11.0% | 6.0% |
| Net income | $527m | $940m |
| Operating margin | — | 23.2% |
| Net margin | 14.0% | 17.1% |
| Return on equity | 38.9% | 36.6% |
| Free cash flow | $650m | $1.01bn |
| Cash | $100m | $2.03bn |
| Total debt | $610m | $2.67bn |
| Debt to equity | — | 86.1% |
| Dividend per share | $0.68 | — |
| Dividend yield | 2.0% | 0.4% |
| Share buybacks | $217m | — |
| Employees | 21,946 | 17,000 |
| Market value | $17.92bn | $28.36bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 89 (Strong) | — |
| Insider trades, 12 months | 2 buys, 20 sales | 0 buys, 9 sales |