VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Marriott International, Inc. vs Rollins, Inc.

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

Marriott International, Inc.

MAR · NASDAQ

Market cap (USD)$83.5B
Gross margin (TTM)21.7%
Operating margin (TTM)15.9%
Net margin (TTM)10.1%
SectorConsumer
IndustryTravel Lodging
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Marriott International, Inc.'s moat claims, evidence, and risks.

View MAR 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: Marriott International, Inc. leads (72 / 100 vs 70 / 100 for Rollins, Inc.).
  • Segment focus: Marriott International, Inc. has 2 segments; Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Moat breadth: Marriott International, Inc. has 4 moat types across 3 domains; Rollins, Inc. has 8 across 4.

Primary market context

Marriott International, Inc.

U.S. & Canada Lodging Platform

Market

Branded hotel franchising & management platform (including loyalty and reservation systems)

Geography

U.S. & Canada

Customer

Two-sided: travelers (guests) and hotel owners (franchisees/owners of managed properties)

Role

Brand owner / franchisor / manager; operator of reservation, loyalty, and marketing systems

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

Marriott International, Inc.
Rollins, Inc.
Ticker / Exchange
MAR - NASDAQ
ROL - New York Stock Exchange
Market cap (USD)
$83.5B
$28.6B
Gross margin (TTM)
21.7%
52.9%
Operating margin (TTM)
15.9%
19.5%
Net margin (TTM)
10.1%
14%
Sector
Consumer
Industrials
Industry
Travel Lodging
Personal Products & Services
HQ country
US
US
Primary segment
U.S. & Canada Lodging Platform
Residential Pest Control
Market structure
Competitive
Competitive
Market share
16%-18% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
70 / 100
Moat domains
Demand, Network, Supply
Demand, Supply, Legal, Financial
Last update
2026-01-01
2026-01-05

Moat coverage

Shared moat types

Brand Trust

Marriott International, Inc. strengths

Two Sided NetworkDistribution ControlLong Term Contracts

Rollins, Inc. strengths

Service Field NetworkOperational ExcellenceData Workflow LockinCompliance AdvantageInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

Segment mix

Marriott International, Inc. segments

Full profile >

U.S. & Canada Lodging Platform

Competitive

n/a

International Lodging Platform

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.