ACORN ENERGY, INC.
ACFN · Consumer Discretionary · $50.0M mkt cap · FY2025 filings · Narrow moat
On the watchlist
The four filters
Pricing power85
Median gross margin 71.0% over 10y, stable.
Returns on capital18
Median ROIC -56.0%, above the 9% hurdle in 50% of years.
Balance-sheet safety100
Net cash position — no leverage risk.
Capital discipline60
Owner earnings +28.8%/yr, share count growing (dilution).
Margin of safety
Above valueOn sale
- Owner earnings (normalized)
- $119000
- Est. intrinsic value / share
- $0.53
- Recent price
- $19.97
- Discount to value
- 3683% above value
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Moat Score history
Score history begins 2026-07-17. Check back as the record builds.
Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.