Does GRAFTECH INTERNATIONAL LTD have an economic moat?

Based on its FY2025 SEC filings, the Moat Index scores GRAFTECH INTERNATIONAL LTD (EAF) 49.2 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 23, returns on capital 80, balance-sheet safety 28, capital discipline 64.

How has EAF's Moat Score changed over time?

The record logs 2 readings since Jul 17, 2026; the latest reads 49.2 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

The Moat Index

GRAFTECH INTERNATIONAL LTD

EAF · Industrials · $178.9M mkt cap · FY2025 filings · Shallow moat ·

Doesn't clear the bar

Shallow moat

The four filters

Pricing power23

Median gross margin 29.6% over 10y, variable.

Returns on capital80

Median ROIC 19.5%, above the 9% hurdle in 50% of years.

Balance-sheet safety28

Net debt/EBITDA n/ax, interest coverage -1x.

Capital discipline64

Owner earnings trend unclear, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

No price data

Owner earnings (normalized): —
Est. intrinsic value / share: —
Recent price: $6.93
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 EAF yet — it appears once ingest has processed its filings.

Moat Score history

Moat Score over timeLast scored reading of each day, on the 0–100 scale49.2 / 100

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 — EAF 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.

Industrials context

#111 of 309 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

#109FZMD FUSE MEDICAL, INC.49.4 out of 100, Shallow moatShallow moat
#110NHTC Natural Health Trends Corp.49.4 out of 100, Shallow moatShallow moat
#112MIDD THE MIDDLEBY CORPORATION48.7 out of 100, Shallow moatShallow moat
#113HAYW Hayward Holdings, Inc.48.6 out of 100, Shallow moatShallow moat

Compare EAF with its nearest peers →All Industrials companies on the Index →

Common questions about EAF

Does GRAFTECH INTERNATIONAL LTD have an economic moat?: Based on its FY2025 SEC filings, the Moat Index scores GRAFTECH INTERNATIONAL LTD (EAF) 49.2 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 23, returns on capital 80, balance-sheet safety 28, capital discipline 64.
How has EAF's Moat Score changed over time?: The record logs 2 readings since Jul 17, 2026; the latest reads 49.2 out of 100 (shallow 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 EAF. See the disclaimer.