The Beachbody Company, Inc.
BODI · Consumer Discretionary · $72.3M mkt cap · FY2025 filings · Shallow moat ·
Doesn't clear the bar
The four filters
Median gross margin 68.6% over 7y, stable.
Median ROIC -83.5%, above the 9% hurdle in 29% of years.
Net cash position — no leverage risk.
Owner earnings -45.3%/yr, share count growing (dilution).
Margin of safety
- Owner earnings (normalized)
- —
- Est. intrinsic value / share
- —
- Recent price
- $10.37
- Discount to value
- No price data
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 BODI 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 — BODI has read Shallow 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.
Consumer Discretionary context
#203 of 340 scored Consumer Discretionary companies, ranked by Moat Score.
Nearest peers by Moat Score
- #201NDLS NOODLES & COMPANY41.4 out of 100, Shallow moatShallow moat
- #202SCI SERVICE CORPORATION INTERNATIONAL41.3 out of 100, Shallow moatShallow moat
- #204CHGG CHEGG, INC40.9 out of 100, Shallow moatShallow moat
- #205CVU CPI AEROSTRUCTURES, INC.40.6 out of 100, Shallow moatShallow moat
Compare BODI with its nearest peers →All Consumer Discretionary companies on the Index →
Common questions about BODI
- Does The Beachbody Company, Inc. have an economic moat?
- Based on its FY2025 SEC filings, the Moat Index scores The Beachbody Company, Inc. (BODI) 41.3 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 91, returns on capital 10, balance-sheet safety 55, capital discipline 0.
- How has BODI's Moat Score changed over time?
- The record logs 2 readings since Jul 17, 2026; the latest reads 41.3 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.