VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Salesforce, Inc. vs Rollins, Inc.

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

Salesforce, Inc.

CRM · New York Stock Exchange

Market cap (USD)$245B
Gross margin (TTM)77.7%
Operating margin (TTM)20.5%
Net margin (TTM)17.9%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-22
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 Salesforce, Inc.'s moat claims, evidence, and risks.

View CRM 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: both at 70 / 100.
  • Segment focus: Salesforce, Inc. has 3 segments (78.9% in CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)); Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Salesforce, Inc. has 6 moat types across 2 domains; Rollins, Inc. has 8 across 4.

Primary market context

Salesforce, Inc.

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

Market

CRM applications (sales, customer service, marketing, digital commerce) delivered as SaaS

Geography

Global

Customer

Business (SMB to enterprise)

Role

SaaS application & platform vendor

Revenue share

78.9%

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

Salesforce, Inc.
Rollins, Inc.
Ticker / Exchange
CRM - New York Stock Exchange
ROL - New York Stock Exchange
Market cap (USD)
$245B
$28.6B
Gross margin (TTM)
77.7%
52.9%
Operating margin (TTM)
20.5%
19.5%
Net margin (TTM)
17.9%
14%
Sector
Technology
Industrials
Industry
Software - Application
Personal Products & Services
HQ country
US
US
Primary segment
CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
Residential Pest Control
Market structure
Oligopoly
Competitive
Market share
20.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
70 / 100
Moat domains
Demand, Network
Demand, Supply, Legal, Financial
Last update
2025-12-22
2026-01-05

Moat coverage

Shared moat types

Data Workflow Lockin

Salesforce, Inc. strengths

Suite BundlingEcosystem ComplementsLong Term ContractsInteroperability HubTraining Org Change Costs

Rollins, Inc. strengths

Brand TrustService Field NetworkOperational ExcellenceCompliance AdvantageInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

Segment mix

Salesforce, Inc. segments

Full profile >

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

Oligopoly

78.9%

Integration & Analytics (MuleSoft, Tableau, related subscriptions)

Competitive

15.2%

Professional Services & Other

Competitive

5.8%

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.

View expansion-stage stocks

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.