VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Rollins, Inc. vs Workday, 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

Workday, Inc.

WDAY · NASDAQ

Market cap (USD)$55.8B
Gross margin (TTM)75.6%
Operating margin (TTM)6.7%
Net margin (TTM)7%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2025-12-23
Moat score
71/ 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 Workday, Inc.'s moat claims, evidence, and risks.

View WDAY analysis

Comparison highlights

  • Moat score gap: Workday, Inc. leads (71 / 100 vs 70 / 100 for Rollins, Inc.).
  • Segment focus: Rollins, Inc. has 4 segments (45.3% in Residential Pest Control); Workday, Inc. has 2 segments (91.4% in Subscription services (Workday cloud applications + platform)).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Rollins, Inc. has 8 moat types across 4 domains; Workday, Inc. has 5 across 2.

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%

Workday, Inc.

Subscription services (Workday cloud applications + platform)

Market

Enterprise cloud applications for managing people and money (HCM, financial management, spend, planning & analytics)

Geography

Global

Customer

Medium to large organizations (including higher education and government)

Role

SaaS application vendor and extensible platform provider

Revenue share

91.4%

Side-by-side metrics

Rollins, Inc.
Workday, Inc.
Ticker / Exchange
ROL - New York Stock Exchange
WDAY - NASDAQ
Market cap (USD)
$28.6B
$55.8B
Gross margin (TTM)
52.9%
75.6%
Operating margin (TTM)
19.5%
6.7%
Net margin (TTM)
14%
7%
Sector
Industrials
Technology
Industry
Personal Products & Services
Software - Application
HQ country
US
US
Primary segment
Residential Pest Control
Subscription services (Workday cloud applications + platform)
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
71 / 100
Moat domains
Demand, Supply, Legal, Financial
Demand, Network
Last update
2026-01-05
2025-12-23

Moat coverage

Shared moat types

Data Workflow Lockin

Rollins, Inc. strengths

Brand TrustService Field NetworkOperational ExcellenceCompliance AdvantageInstalled Base ConsumablesFloat PrepaymentContractual Exclusivity

Workday, Inc. strengths

Training Org Change CostsSuite BundlingEcosystem ComplementsWorkday implementation expertise

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%

Workday, Inc. segments

Full profile >

Subscription services (Workday cloud applications + platform)

Oligopoly

91.4%

Professional services (deployment, optimization, training)

Competitive

8.6%

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.

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.