Rollins Inc (MEX:ROL)

MXN 961 0 (0%) Market Cap: 498.87 Bil Enterprise Value: 514.10 Bil PE Ratio: 52.43 PB Ratio: 18.50 GF Score: 77/100

Rollins Inc at JPMorgan U.S. All Stars Conference Transcript

Sep 19, 2023 / 02:00PM GMT

Transcript

Cameron Kissel

Okay. Thank you, everyone, for joining us, and on behalf of JPMorgan, I'm Cameron Kissel, who run -- I run our U.S. into Europe equities business. I'm delighted to have Jerry and Ken from Rollins. I think over the years -- we don't actually cover the stock, full disclosure, but over the years, I think there's been a big fan base in London and in Europe. And actually, over the last 2 decades, if you've been a shareholder, it's been one of the best places to hide. So from a total return perspective, it's been a great little business.

Questions & Answers

Cameron Kissel

I think that's a great place to start. For some of you that might not know the business, it's just at the secular drivers. This is a really unique business. It's a $20 billion TAM. They've got 20,000 customers, 80% recurring revenues. And if we think about elements like weather in the U.S., big mass moves to the Sunbelt markets, continued population growth in the U.S. that continues to outpunch the rest of the [DM], those are some of the elements we hear about. But maybe if you just, in

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