VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Old Dominion Freight Line, Inc. vs Rollins, Inc.

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

Old Dominion Freight Line, Inc.

ODFL · NASDAQ

Market cap (USD)$34.2B
Gross margin (TTM)33%
Operating margin (TTM)25%
Net margin (TTM)19%
SectorIndustrials
IndustryTrucking
CountryUS
Data as of2026-01-06
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 Old Dominion Freight Line, Inc.'s moat claims, evidence, and risks.

View ODFL 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: both at 70 / 100.
  • Segment focus: Old Dominion Freight Line, Inc. has 2 segments (99.1% in LTL Services); Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: Old Dominion Freight Line, Inc. has 6 moat types across 2 domains; Rollins, Inc. has 8 across 4.

Primary market context

Old Dominion Freight Line, Inc.

LTL Services

Market

Less-than-truckload (LTL) freight transportation

Geography

United States (primarily); broader North America via alliances

Customer

B2B shippers

Role

Asset-based carrier (pickup, linehaul, delivery)

Revenue share

99.1%

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

Old Dominion Freight Line, Inc.
Rollins, Inc.
Ticker / Exchange
ODFL - NASDAQ
ROL - New York Stock Exchange
Market cap (USD)
$34.2B
$28.6B
Gross margin (TTM)
33%
52.9%
Operating margin (TTM)
25%
19.5%
Net margin (TTM)
19%
14%
Sector
Industrials
Industrials
Industry
Trucking
Personal Products & Services
HQ country
US
US
Primary segment
LTL Services
Residential Pest Control
Market structure
Oligopoly
Competitive
Market share
11%-13% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
70 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal, Financial
Last update
2026-01-06
2026-01-05

Moat coverage

Shared moat types

Operational ExcellenceBrand TrustData Workflow Lockin

Old Dominion Freight Line, Inc. strengths

Physical Network DensityScale Economies Unit CostSuite Bundling

Rollins, Inc. strengths

Service Field NetworkCompliance AdvantageInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

Segment mix

Old Dominion Freight Line, Inc. segments

Full profile >

LTL Services

Oligopoly

99.1%

Other Services (Drayage, Brokerage, Supply Chain Consulting)

Competitive

0.9%

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?

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.