VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

O'Reilly Automotive, Inc. vs Rollins, Inc.

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

O'Reilly Automotive, Inc.

ORLY · Nasdaq Global Select Market

Market cap (USD)$76.5B
Gross margin (TTM)51.5%
Operating margin (TTM)19.3%
Net margin (TTM)14.2%
SectorConsumer
IndustryAuto - Parts
CountryUS
Data as of2025-12-31
Moat score
63/ 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 O'Reilly Automotive, Inc.'s moat claims, evidence, and risks.

View ORLY 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 63 / 100 for O'Reilly Automotive, Inc.).
  • Segment focus: O'Reilly Automotive, Inc. has 2 segments (52% in DIY Aftermarket Retail); Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Moderate.
  • Moat breadth: O'Reilly Automotive, Inc. has 7 moat types across 2 domains; Rollins, Inc. has 8 across 4.

Primary market context

O'Reilly Automotive, Inc.

DIY Aftermarket Retail

Market

Specialty automotive aftermarket parts retail (DIY channel)

Geography

United States, Puerto Rico, Mexico, Canada

Customer

Consumers (do-it-yourself vehicle owners)

Role

Specialty retailer

Revenue share

52%

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

O'Reilly Automotive, Inc.
Rollins, Inc.
Ticker / Exchange
ORLY - Nasdaq Global Select Market
ROL - New York Stock Exchange
Market cap (USD)
$76.5B
$28.6B
Gross margin (TTM)
51.5%
52.9%
Operating margin (TTM)
19.3%
19.5%
Net margin (TTM)
14.2%
14%
Sector
Consumer
Industrials
Industry
Auto - Parts
Personal Products & Services
HQ country
US
US
Primary segment
DIY Aftermarket Retail
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
63 / 100
70 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal, Financial
Last update
2025-12-31
2026-01-05

Moat coverage

Shared moat types

Brand TrustService Field Network

O'Reilly Automotive, Inc. strengths

Supply Chain ControlPhysical Network DensityHabit DefaultScope EconomiesProcurement Inertia

Rollins, Inc. strengths

Operational ExcellenceData Workflow LockinCompliance AdvantageInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

Segment mix

O'Reilly Automotive, Inc. segments

Full profile >

DIY Aftermarket Retail

Oligopoly

52%

Professional (B2B) Aftermarket Distribution

Competitive

48%

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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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.