VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Rollins, Inc. vs Republic Services, Inc.

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

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

Republic Services, Inc.

RSG · New York Stock Exchange

Market cap (USD)$66.6B
Gross margin (TTM)30.6%
Operating margin (TTM)20.1%
Net margin (TTM)12.8%
SectorIndustrials
IndustryWaste Management
CountryUS
Data as of2025-12-31
Moat score
80/ 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 Republic Services, Inc.'s moat claims, evidence, and risks.

View RSG analysis

Comparison highlights

  • Moat score gap: Republic Services, Inc. leads (80 / 100 vs 70 / 100 for Rollins, Inc.).
  • Segment focus: Rollins, Inc. has 4 segments (45.3% in Residential Pest Control); Republic Services, Inc. has 2 segments (88.5% in Recycling & Waste Services).
  • Moat breadth: Rollins, Inc. has 8 moat types across 4 domains; Republic Services, Inc. has 7 across 3.

Primary market context

Rollins, Inc.

Residential Pest Control

Market

Residential pest control services

Geography

Global (primarily United States)

Customer

Households

Role

Service provider

Revenue share

45.3%

Republic Services, Inc.

Recycling & Waste Services

Market

Integrated non-hazardous solid waste collection, transfer, landfill disposal & recycling services

Geography

United States and Canada

Customer

Municipal, commercial, industrial

Role

Integrated hauler and disposal operator

Revenue share

88.5%

Side-by-side metrics

Rollins, Inc.
Republic Services, Inc.
Ticker / Exchange
ROL - New York Stock Exchange
RSG - New York Stock Exchange
Market cap (USD)
$28.6B
$66.6B
Gross margin (TTM)
52.9%
30.6%
Operating margin (TTM)
19.5%
20.1%
Net margin (TTM)
14%
12.8%
Sector
Industrials
Industrials
Industry
Personal Products & Services
Waste Management
HQ country
US
US
Primary segment
Residential Pest Control
Recycling & Waste Services
Market structure
Competitive
Competitive
Market share
n/a
12%-15% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
80 / 100
Moat domains
Demand, Supply, Legal, Financial
Legal, Supply, Demand
Last update
2026-01-05
2025-12-31

Moat coverage

Shared moat types

Service Field NetworkCompliance Advantage

Rollins, Inc. strengths

Brand TrustOperational ExcellenceData Workflow LockinInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

Republic Services, Inc. strengths

Permits Rights Of WayCapacity MoatPhysical Network DensityScope EconomiesLong Term Contracts

Segment mix

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%

Republic Services, Inc. segments

Full profile >

Recycling & Waste Services

Competitive

88.5%

Environmental Solutions

Competitive

11.5%

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.