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The Moat Index

Atmus Filtration Technologies Inc.

ATMU · Consumer Discretionary · FY2025 filings · Narrow moat ·

On the watchlist

65/ 100
Narrow moat

The four filters

Pricing power42

Median gross margin 26.6% over 5y, stable.

Returns on capital100

Median ROIC 36.0%, above the 9% hurdle in 100% of years.

Balance-sheet safety58

Net debt/EBITDA 1.0x, interest coverage 9x.

Capital discipline56

Owner earnings +5.1%/yr, share count n/a.

Margin of safety

Above valueOn sale
No price data
Owner earnings (normalized)
$171.3M
Est. intrinsic value / share
—
Recent price
$51.36
Discount to value
No price data

Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

6 years of fundamentals

The business, in plain English

Atmus Filtration Technologies Inc. booked $1.8B of revenue in FY2025 in the Consumer Discretionary sector and kept 28.2% of it as gross profit — a moderate-margin business by that measure. After every other cost, 11.8% of each revenue dollar reached the bottom line.

It earned 32.7% on invested capital in FY2025, with a median of 36.0% across 5 filed years. The Returns on Capital filter above scores it 100/100.

The balance sheet carried $570.0M of total debt in FY2025 against $207.4M of owner earnings — roughly 2.7 years of owner earnings to retire it all. Balance-Sheet Safety scores it 58/100.

Put together: Returns on Capital is the strongest of the four filters (100/100) and Pricing Power the weakest (42/100), which is how ATMU lands at 65/100 — a Narrow moat.

This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.

FY2020–FY2025 · 6 fiscal years, normalized from ATMU’s SEC filings

RevenueSales, as filed$1.8B FY2025
$0$1B2020202220242025
Gross marginRevenue kept after cost of goods28.2% FY2025
0%20%2020202220242025
Return on invested capitalOperating profit on the capital employed32.7% FY2025
0%20%40%2020202220242025
Owner earningsCash an owner could take out$207.4M FY2025
$0$100M$200M2020202220242025

Gaps in a line mean that item isn’t in ATMU’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.

Moat Score history

1 logged reading since Jul 18, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale65.3 / 100
0406080100WideNarrowShallowNo moatJul 18, 2026

Score history begins Jul 18, 2026 — the record builds from here and can’t be backfilled.

Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars

None yet — ATMU has read Narrow moat for every logged capture since Jul 18, 2026.

Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.

Track record

How Atmus Filtration Technologies Inc.’s moat rated in each of the years we can reconstruct from its filings — scored only on what was knowable at the time — and what its price and returns did afterward. The score never saw a price; the two are joined only in hindsight, for education, not as a signal.

As-of scores 2023–2025, one methodology version · reconstructed from filings on file each Dec 31 — never with hindsight

As-of Moat Score (dot colored by tier)Indexed price (total-return (dividends reinvested))Rated Wide-moat that year

How to read this: each dot is what the engine would have scored ATMU on that December 31; the line below is its total-return price path (dividends reinvested) in the years since.

0406080100WideNarrowShallowNo moatAs-of Moat Score100200Indexed price · log scale (2024 = 100)2023202420252026

Two tracks, one timeline: the score has its own 0–100 scale (top), the price its own 100-based scale (bottom) — never a shared axis. The price path is a total-return (dividends reinvested) index built from the same data the forward returns use; gaps in the score line are years with no reconstructed rating (see the table for why). The Table view carries every value.

What followed, in the years it rated Wide

In the reconstructed history shown, ATMU did not rate Wide-moat in any year, so there is no wide-moat track record to report. That absence is itself the honest answer — we don’t manufacture a comparison where the rating never earned one.

Consumer Discretionary context

#80 of 359 scored Consumer Discretionary companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #78FSS FEDERAL SIGNAL CORPORATION65.6Narrow moat
  2. #79NGVC Natural Grocers by Vitamin Cottage, Inc.65.3Narrow moat
  3. #81BBWI BATH & BODY WORKS, INC.65.1Narrow moat
  4. #82FC FRANKLIN COVEY CO.65.0Narrow moat

Compare ATMU with its nearest peers →All Consumer Discretionary companies on the Index →

Common questions about ATMU

Does Atmus Filtration Technologies Inc. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores Atmus Filtration Technologies Inc. (ATMU) 65.3 out of 100 — a Narrow moat. The four filters behind that score (each 0–100): pricing power 42, returns on capital 100, balance-sheet safety 58, capital discipline 56.
How has ATMU's Moat Score changed over time?
The record logs 1 reading since Jul 18, 2026; the latest reads 65.3 out of 100 (narrow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.
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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell ATMU. See the disclaimer.