VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Masco Corporation vs Rollins, Inc.

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

Masco Corporation

MAS · New York Stock Exchange

Market cap (USD)$13.3B
Gross margin (TTM)35.7%
Operating margin (TTM)17%
Net margin (TTM)10.9%
SectorIndustrials
IndustryConstruction
CountryUS
Data as of2025-12-26
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 Masco Corporation's moat claims, evidence, and risks.

View MAS 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: Masco Corporation leads (72 / 100 vs 70 / 100 for Rollins, Inc.).
  • Segment focus: Masco Corporation has 2 segments (62% in Plumbing Products); Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Masco Corporation has 3 moat types across 3 domains; Rollins, Inc. has 8 across 4.

Primary market context

Masco Corporation

Plumbing Products

Market

Residential plumbing fixtures and fittings (faucets, showers, valves, bath hardware, sinks) and plumbing components

Geography

North America and Europe

Customer

Home center retailers, wholesalers/distributors and online retailers; end users include plumbers, contractors, remodelers, homebuilders and consumers

Role

Branded manufacturer

Revenue share

62%

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

Masco Corporation
Rollins, Inc.
Ticker / Exchange
MAS - New York Stock Exchange
ROL - New York Stock Exchange
Market cap (USD)
$13.3B
$28.6B
Gross margin (TTM)
35.7%
52.9%
Operating margin (TTM)
17%
19.5%
Net margin (TTM)
10.9%
14%
Sector
Industrials
Industrials
Industry
Construction
Personal Products & Services
HQ country
US
US
Primary segment
Plumbing Products
Residential Pest Control
Market structure
Oligopoly
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
72 / 100
70 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Legal, Financial
Last update
2025-12-26
2026-01-05

Moat coverage

Shared moat types

Brand TrustContractual Exclusivity

Masco Corporation strengths

Scope Economies

Rollins, Inc. strengths

Service Field NetworkOperational ExcellenceData Workflow LockinCompliance AdvantageInstalled Base ConsumablesFloat Prepayment

Segment mix

Masco Corporation segments

Full profile >

Plumbing Products

Oligopoly

62%

Decorative Architectural Products

Oligopoly

38%

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.

View the moat stocks list

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.