VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Rollins, Inc. vs The Sherwin-Williams Company

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

The Sherwin-Williams Company

SHW · New York Stock Exchange

Market cap (USD)$82.5B
Gross margin (TTM)48.9%
Operating margin (TTM)15.9%
Net margin (TTM)11.1%
SectorMaterials
IndustryChemicals - Specialty
CountryUS
Data as of2025-12-31
Moat score
84/ 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 The Sherwin-Williams Company's moat claims, evidence, and risks.

View SHW analysis

Comparison highlights

  • Moat score gap: The Sherwin-Williams Company leads (84 / 100 vs 70 / 100 for Rollins, Inc.).
  • Segment focus: Rollins, Inc. has 4 segments (45.3% in Residential Pest Control); The Sherwin-Williams Company has 3 segments (57.1% in Paint Stores Group).
  • Primary market structure: Competitive vs Quasi-Monopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Rollins, Inc. has 8 moat types across 4 domains; The Sherwin-Williams Company has 6 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%

The Sherwin-Williams Company

Paint Stores Group

Market

Company-operated paint & coatings retail (architectural + related products)

Geography

United States, Canada, Caribbean

Customer

Professional contractors and DIY homeowners

Role

Manufacturer-owned retail / distribution

Revenue share

57.1%

Side-by-side metrics

Rollins, Inc.
The Sherwin-Williams Company
Ticker / Exchange
ROL - New York Stock Exchange
SHW - New York Stock Exchange
Market cap (USD)
$28.6B
$82.5B
Gross margin (TTM)
52.9%
48.9%
Operating margin (TTM)
19.5%
15.9%
Net margin (TTM)
14%
11.1%
Sector
Industrials
Materials
Industry
Personal Products & Services
Chemicals - Specialty
HQ country
US
US
Primary segment
Residential Pest Control
Paint Stores Group
Market structure
Competitive
Quasi-Monopoly
Market share
n/a
69.4% (estimated)
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
70 / 100
84 / 100
Moat domains
Demand, Supply, Legal, Financial
Supply, Demand, Legal
Last update
2026-01-05
2025-12-31

Moat coverage

Shared moat types

Brand TrustService Field NetworkCompliance Advantage

Rollins, Inc. strengths

Operational ExcellenceData Workflow LockinInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

The Sherwin-Williams Company strengths

Distribution ControlScope EconomiesSwitching Costs General

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%

The Sherwin-Williams Company segments

Full profile >

Paint Stores Group

Quasi-Monopoly

57.1%

Consumer Brands Group

Oligopoly

13.5%

Performance Coatings Group

Oligopoly

29.4%

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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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.