Clean Harbors vs Rollins
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KIRA’s take AI analyst
I put Clean Harbors and Rollins side by side, using each one’s latest annual report. Here is what stands out:
- Clean Harbors is the larger business, with $6.0B of revenue in fiscal 2025 against $3.8B for Rollins, about 1.6 times as much.
- Rollins grew revenue faster (11.0%, against 2.4%).
- Rollins kept more of each dollar of sales as operating profit (19.3% operating margin, against 11.2%).
- Rollins turned more of its sales into free cash flow (17.3% FCF margin, against 7.3%).
- Rollins earned a higher return on the capital invested in it (31.0%, against 10.4%).
- Investors pay more for each dollar of Clean Harbors’s earnings: a P/E of 42.9x against 31.7x for Rollins.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Clean Harbors
CLH
3/10
5-year growthPiotroski F-scoreShare count change
Rollins
ROL
7/10
Revenue growthOperating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | CLH FY25 | ROL FY25 |
|---|---|---|
| Size | ||
| Market cap | $16.8B | $16.5B |
| Revenue | $6.0B | $3.8B |
| Free cash flow | $442M | $650M |
| Net income | $391M | $527M |
| Growth | ||
| Revenue growth | 2.4% | 11.0% |
| 5-year growth | 13.9% | 11.7% |
| Share count change | −0.9% | −0.0% |
| Profitability | ||
| Gross margin | 31.3% | — |
| Operating margin | 11.2% | 19.3% |
| Net margin | 6.5% | 14.0% |
| FCF margin | 7.3% | 17.3% |
| Return on capital | 10.4% | 31.0% |
| Return on equity | 14.7% | 38.9% |
| Balance sheet | ||
| Net debt | $2.1B | $510M |
| Net debt / EBITDA | 1.8x | 0.6x |
| Dividends and buybacks | $250M | $545M |
| Valuation & quality | ||
| P/E | 42.9x | 31.7x |
| Piotroski F-score | 7 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.