VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Illinois Tool Works Inc. vs Rollins, Inc.

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

Illinois Tool Works Inc.

ITW · New York Stock Exchange

Market cap (USD)$73.1B
Gross margin (TTM)43.6%
Operating margin (TTM)26.2%
Net margin (TTM)19.1%
SectorIndustrials
IndustryIndustrial - Machinery
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 Illinois Tool Works Inc.'s moat claims, evidence, and risks.

View ITW 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 Illinois Tool Works Inc.).
  • Segment focus: Illinois Tool Works Inc. has 7 segments (20% in Automotive OEM); Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Moat breadth: Illinois Tool Works Inc. has 8 moat types across 3 domains; Rollins, Inc. has 8 across 4.

Primary market context

Illinois Tool Works Inc.

Automotive OEM

Market

Automotive OEM engineered components and fasteners

Geography

Global

Customer

Automotive OEMs and Tier suppliers

Role

Component supplier

Revenue share

20%

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

Illinois Tool Works Inc.
Rollins, Inc.
Ticker / Exchange
ITW - New York Stock Exchange
ROL - New York Stock Exchange
Market cap (USD)
$73.1B
$28.6B
Gross margin (TTM)
43.6%
52.9%
Operating margin (TTM)
26.2%
19.5%
Net margin (TTM)
19.1%
14%
Sector
Industrials
Industrials
Industry
Industrial - Machinery
Personal Products & Services
HQ country
US
US
Primary segment
Automotive OEM
Residential Pest Control
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
66 / 100
70 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal, Financial
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

Operational ExcellenceBrand TrustService Field NetworkInstalled Base Consumables

Illinois Tool Works Inc. strengths

Design In QualificationSwitching Costs GeneralFormulation and application engineering know-howIP Choke Point

Rollins, Inc. strengths

Data Workflow LockinCompliance AdvantageFloat PrepaymentContractual Exclusivity

Segment mix

Illinois Tool Works Inc. segments

Full profile >

Automotive OEM

Competitive

20%

Food Equipment

Oligopoly

16.6%

Test & Measurement and Electronics

Oligopoly

17.7%

Welding

Oligopoly

11.6%

Polymers & Fluids

Competitive

11.1%

Construction Products

Competitive

12%

Specialty Products

Oligopoly

10.9%

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.