Airbnb, Inc. vs ROLLINS INC, two Business Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ABNB and ROL diverge most: on operating margin, ABNB reads 3.2% and ROL reads 16.1%; on altman z (solvency), ABNB reads 3.30 and ROL reads 7.60. The rest of the comparable metrics sit closer together. On valuation, today's ABNB price has a different growth bar priced in than ROL (+49.8% implied for ABNB vs +23.2% for ROL); the higher figure is the steeper assumption to clear, not a better or worse stock. What ABNB's price implies is a demanding bet versus history and the cohort (whole-company basis). What ROL's price implies is a demanding bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ABNB | ROL |
|---|---|---|
| Price | $148.60 | $44.46 |
| Market cap | $90.3B | $21.4B |
| Sector | Business Services | Business Services |
| Stage | Growth | Mature |
| Implied growth (priced in) | +49.8% | +23.2% |
| P/E | — | 40.8 |
| P/B | 11.83 | 15.49 |
| P/S | 7.14 | 5.57 |
| EV/EBITDA | 33.1 | 28.8 |
| Revenue growth | +13.1% | +11.0% |
| Operating margin | 3.2% | 16.1% |
| Net margin | 19.9% | 13.8% |
| Return on equity | 33.0% | 38.3% |
| Return on assets | 9.4% | 16.8% |
| Return on invested capital | 14.6% | 28.2% |
| FCF yield | 5.0% | 2.9% |
| Dividend yield | — | 1.5% |
| Debt / equity | 0.32 | 0.47 |
| Current ratio | 1.44 | 0.65 |
| Altman Z (solvency) | 3.30 | 7.60 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.