$ROL monthly RSI is apparently at its lowest level since May 2000, and the stock has been absolutely crushed.
What makes this interesting is the business itself: Rollins owns Orkin, has an incredibly sticky recurring-revenue pest control model, and has put up decades of consistent growth.
This isn’t some speculative company suddenly down 40%. The bear case is pretty clear though: growth is slowing, margins have softened, and ROL was insanely expensive for years. Maybe this is just the valuation finally catching up.
Anyone buying around $36?