RTO LN

Rentokil Initial Plc

Industrial/Transportation


Presented:05/10/2018
Price:£3.22
Cap:$9.42B
Current Price:£3.50
Cap:$13.51B

Presented

Date05/10/2018
Price£3.22
Market Cap$9.42B
Ent Value$10.73B
P/E Ratio8.63x
Book Value£0.51
Div Yield1.7%
Shares O/S1,906.81M
Ave Daily Vol8,059,375
Short IntN/A

Current

Price£3.50
Market Cap$13.51B
Rentokil Initial Plc engages in the provision of business support services. It operates through the following geographical segments: France, Benelux, Germany, Southern Europe, and Latin America. The company was founded in 1925 and is headquartered in Camberley, the United Kingdom.

Publicly traded companies mentioned herein: Rentokil Initial plc (RTO LN), Rollins Inc (ROL), ServiceMaster Global Holdings Inc (SERV)

Highlights

The presenter is long shares of Rentokil (RTO LN), a leading pest control company. He sees the company transforming into a high quality, pure play pest control business as it divests lower quality segments, and sees an improved growth and margin profile moving forward. Recent acquisitions can help with executing a platform/roll-up model. With improved organic growth rate and higher margins, particularly in the US, RTO LN shares stand to double to 675 GBp, from 320 GBp today.

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Idea Discussion

Commentor 1 - 2 weeks ago

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