ANDG vs ROL: Which Is the Better Buy in 2026?

Same yardstick, side by side (as of August 2026). Valuation lined up like this is most meaningful for two names in the same corner of the market, which these are. Figures are approximate; verify before investing.

Reading it: ANDG is the cheaper of the two on forward earnings, but cheaper is not the same as better. Pair the valuation with growth (how far the forward P/E sits below the trailing P/E) and risk (beta) before you decide.

The metrics above tell you which is the marginally better business. The bigger risk for most people is not picking the slightly worse stock, it is over-concentrating. ANDG and ROL share themes, so owning both, or adding either to what you already hold, can quietly push a large share of your portfolio into one bet.

This is the part a generic comparison page cannot answer, because it depends on what you own. Connect your brokerage and Walnut shows your real, combined ANDG and ROL exposure, flags overlap with your existing positions, and tells you if adding one would tip you past a concentration you are comfortable with, read-only by default, with your login staying at your broker. Walnut is not an investment adviser.

Andersen Group is a holding company for Andersen, an independent professional services firm providing tax, valuation, and financial advisory services to individuals, family offices, businesses, and alternative investment funds. Founded by former Arthur Andersen partners and rebuilt as a non-audit firm, it spans private client services, business tax, alternative investment funds, and valuation. A defining feature is that it deliberately does not offer audit services, which frees it from auditor-independence constraints and lets it sell a broader set of advisory work. The company went public on the NYSE in December 2025 and is executing a roll-up strategy, folding member and collaborating firms from the global Andersen network (recent deals span Ireland, New Zealand, Nigeria, Uruguay, Canada, and more) into the public company.

Full ANDG guide

Rollins, Inc. is a US-based consumer and commercial services company that provides pest and termite control through a family of brands led by Orkin, alongside HomeTeam Pest Defense, Clark Pest Control, Fox Pest Control, Critter Control, Trutech, and many others across the US, Canada, Australia, and other markets. The business is built on recurring, contract-based service routes: residential pest control, commercial pest control, and termite and ancillary services, with a large share of revenue tied to repeat visits that give it visibility and pricing power. Rollins grows both organically (price and new customers) and through a steady stream of small tuck-in acquisitions of local operators in a highly fragmented industry.

Full ROL guide

Both fit overlapping themes, but they are not interchangeable. The useful comparison is which set of drivers and risks you want exposure to.

• ANDG drivers: Roll-up of the global Andersen network; Non-audit, advisory-led model.
• ROL drivers: Recurring, non-discretionary demand; Acquisition roll-up in a fragmented market.

A faster-growing, richer-valued name usually swings harder, so it suits a longer horizon and a higher tolerance for volatility; a steadier, more cash-generative business suits a more conservative or income-minded investor. The honest test is which set of risks you could hold through a drawdown: The company reported a large net loss in 2025 (around $130 million, driven by equity restructuring and profits interest units) and is guiding to another net loss in 2026, so it is not yet consistently profitable on a reported basis. For ROL, valuation is the central risk: ROL trades at a premium earnings multiple (well above the broader market) that already assumes years of consistent growth, so any slowdown could compress the multiple sharply.

Growth-minded investors who believe the theme has years to run tend to accept the richer multiple for more upside; value-minded investors lean toward the cheaper forward earnings and steadier profile. Pick ANDG if you believe its drivers more; ROL if you believe its. Many investors hold both, but since they share themes, that is a concentrated bet, not diversification. Decide deliberately and check overlap. For the full detail, see the ANDG and ROL guides.

ANDG. As of July 2026, Andersen trades around $40.51 for a market cap near $4.57 billion on roughly $871 million of trailing revenue, so it is valued as a growth story rather than on current earnings (net income is negative). Management guides to roughly $955 million to $970 million of 2026 revenue and $213 million to $220 million of adjusted EBITDA while still expecting a reported net loss, so the reported bottom line and adjusted profitability diverge sharply. Figures reflect a company only months removed from its December 2025 IPO, so multiples and comparisons remain unusually noisy.

ROL. Rollins grew FY2025 revenue about 11% to roughly $3.8 billion, with organic growth near 7% and the rest from acquisitions, and carried that momentum into Q1 2026 with about 10% growth. Profitability remains high but operating margin dipped year over year (to around 16% in Q1 2026) on acquisition mix and cost inflation. The stock trades at a premium valuation, with a trailing P/E in the high 30s and a forward P/E in the low 30s, reflecting its recurring-revenue quality.

Headline figures (approximate, JULY 2026): ANDG shows share price ~$40.51, market cap ~$4.57B, revenue (ttm) ~$871M, revenue growth (yoy) ~13-16%; ROL shows revenue (ttm) ~$3.9B, fy2025 revenue ~$3.8B (+11%), q1 2026 revenue ~$906M (+10.2%), market cap ~$20B.

ANDG and ROL are related but distinct: same themes, different businesses and risks. Neither wins in the abstract; the right pick is whichever thesis you actually believe, sized so you are not over-concentrated in one theme. Walnut can show your combined ANDG and ROL exposure against your real portfolio. It is not an investment adviser.