VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Pool Corporation vs Rollins, Inc.

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

Pool Corporation

POOL · NASDAQ

Market cap (USD)$8.8B
Gross margin (TTM)29.6%
Operating margin (TTM)11.1%
Net margin (TTM)7.8%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
Moat score
56/ 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 Pool Corporation's moat claims, evidence, and risks.

View POOL 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 56 / 100 for Pool Corporation).
  • Segment focus: Pool Corporation has 1 segment (100% in Wholesale distribution (pool, irrigation, outdoor living)); Rollins, Inc. has 4 segments (45.3% in Residential Pest Control).
  • Primary market structure: Competitive vs Competitive. Pricing power: Weak vs Moderate.
  • Moat breadth: Pool Corporation has 5 moat types across 2 domains; Rollins, Inc. has 8 across 4.

Primary market context

Pool Corporation

Wholesale distribution (pool, irrigation, outdoor living)

Market

Wholesale distribution of swimming pool, irrigation/landscape, and related outdoor living products

Geography

North America (majority), with operations in Europe and Australia

Customer

Pool builders/remodelers, pool service/repair professionals, specialty pool retailers, irrigation/landscape contractors, commercial pool operators

Role

Distributor / wholesaler

Revenue share

100%

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

Pool Corporation
Rollins, Inc.
Ticker / Exchange
POOL - NASDAQ
ROL - New York Stock Exchange
Market cap (USD)
$8.8B
$28.6B
Gross margin (TTM)
29.6%
52.9%
Operating margin (TTM)
11.1%
19.5%
Net margin (TTM)
7.8%
14%
Sector
Industrials
Industrials
Industry
Industrial - Distribution
Personal Products & Services
HQ country
US
US
Primary segment
Wholesale distribution (pool, irrigation, outdoor living)
Residential Pest Control
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
70 / 100
Moat domains
Supply, Demand
Demand, Supply, Legal, Financial
Last update
2026-01-06
2026-01-05

Moat coverage

Shared moat types

Data Workflow Lockin

Pool Corporation strengths

Physical Network DensityScale Economies Unit CostScope EconomiesProcurement Inertia

Rollins, Inc. strengths

Brand TrustService Field NetworkOperational ExcellenceCompliance AdvantageInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

Segment mix

Pool Corporation segments

Full profile >

Wholesale distribution (pool, irrigation, outdoor living)

Competitive

100%

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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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.