VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Equinix, Inc. vs Rollins, Inc.

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

Equinix, Inc.

EQIX · The Nasdaq Stock Market LLC

Market cap (USD)$75.3B
Gross margin (TTM)50.3%
Operating margin (TTM)16.9%
Net margin (TTM)11.8%
SectorReal Estate
IndustryREIT - Specialty
CountryUS
Data as of2025-12-31
Moat score
66/ 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 Equinix, Inc.'s moat claims, evidence, and risks.

View EQIX 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: Rollins, Inc. leads (70 / 100 vs 66 / 100 for Equinix, Inc.).
  • Segment focus: Equinix, Inc. has 3 segments; Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: n/a vs Moderate.
  • Moat breadth: Equinix, Inc. has 7 moat types across 3 domains; Rollins, Inc. has 8 across 4.

Primary market context

Equinix, Inc.

IBX Colocation & Interconnection Platform

Market

Carrier-neutral multi-tenant data centers (colocation) and physical interconnection (cross connects, exchanges) in network-dense metros

Geography

Global

Customer

Enterprises and service providers

Role

Digital infrastructure / colocation operator and interconnection hub

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

Equinix, Inc.
Rollins, Inc.
Ticker / Exchange
EQIX - The Nasdaq Stock Market LLC
ROL - New York Stock Exchange
Market cap (USD)
$75.3B
$28.6B
Gross margin (TTM)
50.3%
52.9%
Operating margin (TTM)
16.9%
19.5%
Net margin (TTM)
11.8%
14%
Sector
Real Estate
Industrials
Industry
REIT - Specialty
Personal Products & Services
HQ country
US
US
Primary segment
IBX Colocation & Interconnection Platform
Residential Pest Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
n/a
Moderate
Moat score
66 / 100
70 / 100
Moat domains
Supply, Network, Demand
Demand, Supply, Legal, Financial
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

Brand Trust

Equinix, Inc. strengths

Physical Network DensityEcosystem ComplementsSwitching Costs GeneralCapex Knowhow ScaleCapacity MoatInteroperability Hub

Rollins, Inc. strengths

Service Field NetworkOperational ExcellenceData Workflow LockinCompliance AdvantageInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

Segment mix

Equinix, Inc. segments

Full profile >

IBX Colocation & Interconnection Platform

Oligopoly

n/a

Hyperscale xScale & Joint Ventures

Competitive

n/a

Digital Services & Software-Defined Interconnection

Competitive

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.