VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Fastenal Company vs Rollins, Inc.

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

Fastenal Company

FAST · Nasdaq Stock Market

Market cap (USD)$47.2B
Gross margin (TTM)45.2%
Operating margin (TTM)20.2%
Net margin (TTM)15.3%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-01
Moat score
60/ 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 Fastenal Company's moat claims, evidence, and risks.

View FAST 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 60 / 100 for Fastenal Company).
  • Segment focus: Fastenal Company has 3 segments (54.5% in Branch-based distribution (in-market branches)); Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Fastenal Company has 5 moat types across 2 domains; Rollins, Inc. has 8 across 4.

Primary market context

Fastenal Company

Branch-based distribution (in-market branches)

Market

Industrial & construction supplies distribution (MRO/OEM consumables) via local branches

Geography

North America (primary) + select international

Customer

B2B

Role

Distributor / MRO supplier

Revenue share

54.5%

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

Fastenal Company
Rollins, Inc.
Ticker / Exchange
FAST - Nasdaq Stock Market
ROL - New York Stock Exchange
Market cap (USD)
$47.2B
$28.6B
Gross margin (TTM)
45.2%
52.9%
Operating margin (TTM)
20.2%
19.5%
Net margin (TTM)
15.3%
14%
Sector
Industrials
Industrials
Industry
Industrial - Distribution
Personal Products & Services
HQ country
US
US
Primary segment
Branch-based distribution (in-market branches)
Residential Pest Control
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
60 / 100
70 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal, Financial
Last update
2026-01-01
2026-01-05

Moat coverage

Shared moat types

Operational ExcellenceData Workflow Lockin

Fastenal Company strengths

Physical Network DensitySwitching Costs GeneralScope Economies

Rollins, Inc. strengths

Brand TrustService Field NetworkCompliance AdvantageInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

Segment mix

Fastenal Company segments

Full profile >

Branch-based distribution (in-market branches)

Competitive

54.5%

Onsite solutions (embedded customer locations)

Competitive

42.4%

Other / non-traditional sales (services & custom manufacturing)

Competitive

3.1%

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?

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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.