VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Tokyo Electron Limited vs Rollins, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Tokyo Electron Limited

8035 · Tokyo Stock Exchange

Market cap (USD)$17.1T
Gross margin (TTM)46.6%
Operating margin (TTM)27.6%
Net margin (TTM)21.8%
SectorTechnology
IndustrySemiconductors
CountryJP
Data as of2025-12-29
Moat score
86/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Tokyo Electron Limited's moat claims, evidence, and risks.

View 8035 analysis

Rollins, Inc.

ROL · New York Stock Exchange

Market cap (USD)$28.6B
Gross margin (TTM)52.9%
Operating margin (TTM)19.5%
Net margin (TTM)14%
SectorIndustrials
IndustryPersonal Products & Services
CountryUS
Data as of2026-01-05
Moat score
70/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Rollins, Inc.'s moat claims, evidence, and risks.

View ROL analysis

Comparison highlights

  • Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 70 / 100 for Rollins, Inc.).
  • Segment focus: Tokyo Electron Limited has 3 segments; Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Rollins, Inc. has 8 across 4.

Primary market context

Tokyo Electron Limited

Coater/Developer (Lithography Track) Systems

Market

Coater/developer track systems for semiconductor lithography

Geography

Global

Customer

Semiconductor fabs

Role

Equipment OEM (process tool)

Rollins, Inc.

Residential Pest Control

Market

Residential pest control services

Geography

Global (primarily United States)

Customer

Households

Role

Service provider

Revenue share

45.3%

Side-by-side metrics

Tokyo Electron Limited
Rollins, Inc.
Ticker / Exchange
8035 - Tokyo Stock Exchange
ROL - New York Stock Exchange
Market cap (USD)
$17.1T
$28.6B
Gross margin (TTM)
46.6%
52.9%
Operating margin (TTM)
27.6%
19.5%
Net margin (TTM)
21.8%
14%
Sector
Technology
Industrials
Industry
Semiconductors
Personal Products & Services
HQ country
JP
US
Primary segment
Coater/Developer (Lithography Track) Systems
Residential Pest Control
Market structure
Quasi-Monopoly
Competitive
Market share
88%-92% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
86 / 100
70 / 100
Moat domains
Demand, Supply
Demand, Supply, Legal, Financial
Last update
2025-12-29
2026-01-05

Moat coverage

Shared moat types

Installed Base ConsumablesService Field Network

Tokyo Electron Limited strengths

Design In QualificationCapex Knowhow ScaleLearning Curve Yield

Rollins, Inc. strengths

Brand TrustOperational ExcellenceData Workflow LockinCompliance AdvantageFloat PrepaymentContractual Exclusivity

Segment mix

Tokyo Electron Limited segments

Full profile >

Coater/Developer (Lithography Track) Systems

Quasi-Monopoly

n/a

Wafer Fab Process Tools (Etch/Cleaning/Deposition/Thermal/Bonding/Probing)

Oligopoly

n/a

Field Solutions (Spare Parts, Repairs, Upgrades, On-site Service, Used Tools)

Quasi-Monopoly

n/a

Rollins, Inc. segments

Full profile >

Residential Pest Control

Competitive

45.3%

Commercial Pest Control

Competitive

33.2%

Termite & Ancillary Services

Competitive

20.3%

Franchise & Other

Competitive

1.2%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.