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Side-by-side financial comparison of PIPER SANDLER COMPANIES (PIPR) and Rollins, Inc. (ROL). Click either name above to swap in a different company.
Rollins, Inc. is the larger business by last-quarter revenue ($906.4M vs $667.0M, roughly 1.4× PIPER SANDLER COMPANIES). PIPER SANDLER COMPANIES runs the higher net margin — 17.1% vs 11.9%, a 5.2% gap on every dollar of revenue. On growth, PIPER SANDLER COMPANIES posted the faster year-over-year revenue change (37.4% vs 10.2%). Over the past eight quarters, PIPER SANDLER COMPANIES's revenue compounded faster (39.2% CAGR vs 0.8%).
Piper Sandler Companies is an American multinational investment bank and financial services company, focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management, and securities research. Through its principal subsidiary, Piper Sandler & Co., the company targets corporations, institutional investors, and public entities.
Rollins, Inc. is a North American pest control company serving residential and commercial clients. Operating globally through its wholly owned subsidiaries, Orkin, Inc., PCO Services, HomeTeam Pest Defense, Western Pest Services, Industrial Fumigant Company, TruTech, Critter Control, Crane, Waltham, OPC Services, PermaTreat, Northwest Exterminating, McCall Service and Clark Pest Control, as well UK subsidiaries Integrated Pest Management Limited, Safeguard Pest Control, NBC Environment, Europ...
PIPR vs ROL — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $667.0M | $906.4M |
| Net Profit | $114.0M | $107.8M |
| Gross Margin | — | — |
| Operating Margin | 28.3% | 16.1% |
| Net Margin | 17.1% | 11.9% |
| Revenue YoY | 37.4% | 10.2% |
| Net Profit YoY | 65.0% | 2.5% |
| EPS (diluted) | $6.41 | $0.22 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $906.4M | ||
| Q4 25 | $667.0M | $912.9M | ||
| Q3 25 | $480.1M | $1.0B | ||
| Q2 25 | $398.6M | $999.5M | ||
| Q1 25 | $358.6M | $822.5M | ||
| Q4 24 | $485.4M | $832.2M | ||
| Q3 24 | $360.9M | $916.3M | ||
| Q2 24 | $340.8M | $891.9M |
| Q1 26 | — | $107.8M | ||
| Q4 25 | $114.0M | $116.4M | ||
| Q3 25 | $60.3M | $163.5M | ||
| Q2 25 | $42.2M | $141.5M | ||
| Q1 25 | $64.9M | $105.2M | ||
| Q4 24 | $69.1M | $105.7M | ||
| Q3 24 | $34.8M | $136.9M | ||
| Q2 24 | $34.8M | $129.4M |
| Q1 26 | — | 16.1% | ||
| Q4 25 | 28.3% | 17.5% | ||
| Q3 25 | 22.4% | 21.9% | ||
| Q2 25 | 12.3% | 19.8% | ||
| Q1 25 | 8.2% | 17.3% | ||
| Q4 24 | 16.9% | 18.1% | ||
| Q3 24 | 15.4% | 20.9% | ||
| Q2 24 | 8.3% | 20.4% |
| Q1 26 | — | 11.9% | ||
| Q4 25 | 17.1% | 12.8% | ||
| Q3 25 | 12.6% | 15.9% | ||
| Q2 25 | 10.6% | 14.2% | ||
| Q1 25 | 18.1% | 12.8% | ||
| Q4 24 | 14.2% | 12.7% | ||
| Q3 24 | 9.6% | 14.9% | ||
| Q2 24 | 10.2% | 14.5% |
| Q1 26 | — | $0.22 | ||
| Q4 25 | $6.41 | $0.24 | ||
| Q3 25 | $3.38 | $0.34 | ||
| Q2 25 | $2.38 | $0.29 | ||
| Q1 25 | $3.65 | $0.22 | ||
| Q4 24 | $3.88 | $0.22 | ||
| Q3 24 | $1.96 | $0.28 | ||
| Q2 24 | $1.97 | $0.27 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $116.5M |
| Total DebtLower is stronger | — | $650.6M |
| Stockholders' EquityBook value | $1.4B | $1.4B |
| Total Assets | $2.6B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.47× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $116.5M | ||
| Q4 25 | — | $100.0M | ||
| Q3 25 | — | $127.4M | ||
| Q2 25 | — | $123.0M | ||
| Q1 25 | — | $201.2M | ||
| Q4 24 | — | $89.6M | ||
| Q3 24 | — | $95.3M | ||
| Q2 24 | — | $106.7M |
| Q1 26 | — | $650.6M | ||
| Q4 25 | — | $486.1M | ||
| Q3 25 | — | $485.7M | ||
| Q2 25 | — | $485.3M | ||
| Q1 25 | — | $485.5M | ||
| Q4 24 | — | $395.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.2B | $1.3B | ||
| Q2 24 | $1.1B | $1.2B |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $2.6B | $3.1B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $1.8B | $2.9B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $1.9B | $2.8B |
| Q1 26 | — | 0.47× | ||
| Q4 25 | — | 0.35× | ||
| Q3 25 | — | 0.32× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.30× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $729.8M | $118.4M |
| Free Cash FlowOCF − Capex | — | $111.2M |
| FCF MarginFCF / Revenue | — | 12.3% |
| Capex IntensityCapex / Revenue | — | 0.8% |
| Cash ConversionOCF / Net Profit | 6.40× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | — | $621.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $118.4M | ||
| Q4 25 | $729.8M | $164.7M | ||
| Q3 25 | $31.9M | $191.3M | ||
| Q2 25 | $32.1M | $175.1M | ||
| Q1 25 | $-207.2M | $146.9M | ||
| Q4 24 | $163.8M | $188.2M | ||
| Q3 24 | $80.1M | $146.9M | ||
| Q2 24 | $266.5M | $145.1M |
| Q1 26 | — | $111.2M | ||
| Q4 25 | — | $159.0M | ||
| Q3 25 | — | $182.8M | ||
| Q2 25 | — | $168.0M | ||
| Q1 25 | — | $140.1M | ||
| Q4 24 | — | $184.0M | ||
| Q3 24 | — | $139.4M | ||
| Q2 24 | — | $136.4M |
| Q1 26 | — | 12.3% | ||
| Q4 25 | — | 17.4% | ||
| Q3 25 | — | 17.8% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | 17.0% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | — | 15.3% |
| Q1 26 | — | 0.8% | ||
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 1.0% |
| Q1 26 | — | 1.10× | ||
| Q4 25 | 6.40× | 1.41× | ||
| Q3 25 | 0.53× | 1.17× | ||
| Q2 25 | 0.76× | 1.24× | ||
| Q1 25 | -3.19× | 1.40× | ||
| Q4 24 | 2.37× | 1.78× | ||
| Q3 24 | 2.30× | 1.07× | ||
| Q2 24 | 7.66× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PIPR
| Advisory Services | $402.6M | 60% |
| Equities Financing | $66.7M | 10% |
| Equity Salesand Trading | $64.2M | 10% |
| Fixed Income Salesand Trading | $47.9M | 7% |
| Other | $46.7M | 7% |
| Debt Financing | $38.9M | 6% |
ROL
Segment breakdown not available.