Munger Mode rating: 4 out of 5 — Buy. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
Warren here. If you asked us to design a business we could explain to a ten-year-old in one sentence, it would look a lot like this one: people pay Rollins every month, or every quarter, to keep bugs, rodents, and termites out of their homes and businesses, and the pests never stop coming. Rollins is the largest pure-play pest control company in the world. Its flagship brand, Orkin, has been killing bugs since 1901 — the Rollins family bought it in 1964 in what was then one of the first leveraged buyouts in American business, and it has compounded ever since.
Recent filings analysed: 10-Q (2026-07-23), 8-K (2026-07-22), 8-K (2026-05-27), 8-K (2026-05-01).
Stock screener · Superinvestor 13F holdings · Analyst sentiment · Market valuation