VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 8, 2026

Stock Comparison

Rollins, Inc. vs Yum China Holdings, 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

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)$16.9B
Gross margin (TTM)17.2%
Operating margin (TTM)11.2%
Net margin (TTM)7.8%
SectorConsumer
IndustryRestaurants
CountryUS
Data as of2025-12-28
Moat score
75/ 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 Yum China Holdings, Inc.'s moat claims, evidence, and risks.

View YUMC analysis

Comparison highlights

  • Moat score gap: Yum China Holdings, Inc. leads (75 / 100 vs 70 / 100 for Rollins, Inc.).
  • Segment focus: Rollins, Inc. has 4 segments (45.3% in Residential Pest Control); Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Rollins, Inc. has 8 moat types across 4 domains; Yum China Holdings, 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%

Yum China Holdings, Inc.

KFC

Market

Quick-service restaurants (QSR), chicken-focused, in China

Geography

China

Customer

Consumers (end-users) via dine-in, takeaway and delivery

Role

Brand owner/operator (company-owned + franchised restaurants)

Revenue share

75.3%

Side-by-side metrics

Rollins, Inc.
Yum China Holdings, Inc.
Ticker / Exchange
ROL - New York Stock Exchange
YUMC - New York Stock Exchange
Market cap (USD)
$28.6B
$16.9B
Gross margin (TTM)
52.9%
17.2%
Operating margin (TTM)
19.5%
11.2%
Net margin (TTM)
14%
7.8%
Sector
Industrials
Consumer
Industry
Personal Products & Services
Restaurants
HQ country
US
US
Primary segment
Residential Pest Control
KFC
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
75 / 100
Moat domains
Demand, Supply, Legal, Financial
Legal, Demand, Supply
Last update
2026-01-05
2025-12-28

Moat coverage

Shared moat types

Brand TrustOperational ExcellenceContractual Exclusivity

Rollins, Inc. strengths

Service Field NetworkData Workflow LockinCompliance AdvantageInstalled Base ConsumablesFloat Prepayment

Yum China Holdings, Inc. strengths

Physical Network DensitySupply Chain ControlHabit DefaultScope Economies

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%

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

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.