AMERICAN VANGUARD CORPORATION
AVD · Materials · $74.5M mkt cap · FY2025 filings · No moat ·
Doesn't clear the bar
The four filters
Median gross margin 34.6% over 10y, stable.
Median ROIC 4.4%, above the 9% hurdle in 0% of years.
Net debt/EBITDA n/ax, interest coverage -2x.
Owner earnings trend unclear, share count shrinking (buybacks).
Margin of safety
- Owner earnings (normalized)
- $7.5M
- Est. intrinsic value / share
- $2.93
- Recent price
- $2.61
- Discount to value
- 11% below value
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
Fundamentals
There's no normalized fundamentals series for AVD yet — it appears once ingest has processed its filings.
Moat Score history
Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.
Tier changesSame-methodology crossings of the Wide / Narrow / Shallow bars
None yet — AVD has read No moat for every logged capture since Jul 17, 2026.
Scores are logged append-only and never overwritten — this record can’t be backfilled, which is exactly why it’s worth keeping.
Materials context
#151 of 214 scored Materials companies, ranked by Moat Score.
Nearest peers by Moat Score
- #149SCL STEPAN COMPANY28.9 out of 100, No moatNo moat
- #150HXL HEXCEL CORP /DE/28.8 out of 100, No moatNo moat
- #152NBR NABORS INDUSTRIES LTD28.1 out of 100, No moatNo moat
- #153CPSH CPS TECHNOLOGIES CORP.28.0 out of 100, No moatNo moat
Compare AVD with its nearest peers →All Materials companies on the Index →
Common questions about AVD
- Does AMERICAN VANGUARD CORPORATION have an economic moat?
- Based on its FY2025 SEC filings, the Moat Index scores AMERICAN VANGUARD CORPORATION (AVD) 28.3 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 43, returns on capital 0, balance-sheet safety 28, capital discipline 50.
- Is AVD stock trading below its intrinsic value?
- Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $2.93 per share versus a recent price of $2.61 — 11% below value. This is an educational estimate computed from primary SEC filings, not investment advice.
- How has AVD's Moat Score changed over time?
- The record logs 2 readings since Jul 17, 2026; the latest reads 28.3 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.