Casella Waste Systems vs Rollins
Rollins reported revenue of $3.8 billion in fiscal 2025, 2.0 times Casella Waste Systems' $1.8 billion in fiscal 2025. Casella Waste Systems' revenue grew 17.9% in its latest year, and Rollins' grew 11.0%. Casella Waste Systems had an operating margin of 3.5%, against 19.3% at Rollins. Free cash flow was $85 million at Casella Waste Systems and $650 million at Rollins.
Side by side
| Casella Waste Systems | Rollins | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2025, Dec 31, 2025 |
| Revenue | $1.8B | $3.8B |
| Revenue growth | 17.9% | 11.0% |
| Revenue growth a year, last 5 years | 18.8% | 11.7% |
| Gross margin | 33.8% | — |
| Operating margin | 3.5% | 19.3% |
| Net margin | 0.4% | 14.0% |
| Free cash flow | $85M | $650M |
| Free cash flow margin | 4.6% | 17.3% |
| Return on capital | 1.6% | 31.0% |
| Net debt to EBITDA | 2.8x | 0.6x |
| Dividends and buybacks | $0M | $545M |
| Change in diluted share count | 6.5% | −0.0% |
| Last close | $98.21 | $37.95 |
| P/E at the last close | — | 34.8× |
| Insider trades, last 12 months | sold $5.5 million | bought $50.0 million, sold $2.2 billion |
| Piotroski F-score | 4 of 9 | 6 of 8 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
Casella Waste SystemsRollins
Operating margin
Percent of revenue
Casella Waste SystemsRollins
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
Casella Waste SystemsRollins
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Casella Waste Systems and Rollins pages.