Rollins vs Veralto
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The short version
- Veralto is the larger business, with $5.5B of revenue in fiscal 2025 against $3.8B for Rollins.
- Rollins grew revenue faster (11.0%, against 6.0%).
- Veralto kept more of each dollar of sales as operating profit (23.2% operating margin, against 19.3%).
- Veralto turned more of its sales into free cash flow (18.4% FCF margin, against 17.3%).
- Rollins earned a higher return on the capital invested in it (31.0%, against 28.1%).
- Investors pay more for each dollar of Rollins’s earnings: a P/E of 31.9x against 26.9x for Veralto.
| Latest fiscal year | ROL · FY25 | VLTO · FY25 |
|---|---|---|
| Size | ||
| Market cap | $16.7B | $26.0B |
| Revenue | $3.8B | $5.5B |
| Free cash flow | $650M | $1.0B |
| Net income | $527M | $940M |
| Growth | ||
| Revenue growth | 11.0% | 6.0% |
| 5-year growth | 11.7% | — |
| Share count change | −0.0% | 0.3% |
| Profitability | ||
| Gross margin | — | 60.0% |
| Operating margin | 19.3% | 23.2% |
| Net margin | 14.0% | 17.1% |
| FCF margin | 17.3% | 18.4% |
| Return on capital | 31.0% | 28.1% |
| Return on equity | 38.9% | 36.6% |
| Balance sheet | ||
| Net debt | $510M | $642M |
| Net debt / EBITDA | 0.6x | 0.5x |
| Dividends and buybacks | $545M | $109M |
| Valuation & quality | ||
| P/E | 31.9x | 26.9x |
| Piotroski F-score | 6 | 6 |
Revenue
FY16
ROL $1.6B
VLTO —
FY17
ROL $1.7B
VLTO —
FY18
ROL $1.8B
VLTO —
FY19
ROL $2.0B
VLTO —
FY20
ROL $2.2B
VLTO —
FY21
ROL $2.4B
VLTO $4.7B
FY22
ROL $2.7B
VLTO $4.9B
FY23
ROL $3.1B
VLTO $5.0B
FY24
ROL $3.4B
VLTO $5.2B
FY25
ROL $3.8B
VLTO $5.5B
ROL
VLTO
Operating margin
FY16
ROL —
VLTO —
FY17
ROL —
VLTO —
FY18
ROL —
VLTO —
FY19
ROL 15.8%
VLTO —
FY20
ROL 17.4%
VLTO —
FY21
ROL 18.5%
VLTO 22.2%
FY22
ROL 18.3%
VLTO 22.8%
FY23
ROL 19.0%
VLTO 22.7%
FY24
ROL 19.4%
VLTO 23.3%
FY25
ROL 19.3%
VLTO 23.2%
ROL
VLTO
Free cash flow
FY16
ROL $193M
VLTO —
FY17
ROL $211M
VLTO —
FY18
ROL $272M
VLTO —
FY19
ROL $292M
VLTO —
FY20
ROL $413M
VLTO —
FY21
ROL $375M
VLTO $842M
FY22
ROL $435M
VLTO $836M
FY23
ROL $496M
VLTO $909M
FY24
ROL $580M
VLTO $820M
FY25
ROL $650M
VLTO $1.0B
ROL
VLTO
Return on capital
FY16
ROL 41.1%
VLTO —
FY17
ROL 36.8%
VLTO —
FY18
ROL 40.5%
VLTO —
FY19
ROL 30.4%
VLTO —
FY20
ROL 26.4%
VLTO —
FY21
ROL 29.7%
VLTO —
FY22
ROL 30.5%
VLTO —
FY23
ROL 31.3%
VLTO 26.9%
FY24
ROL 30.6%
VLTO 27.3%
FY25
ROL 31.0%
VLTO 28.1%
ROL
VLTO
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.