Does GEVO, INC. have an economic moat?

Based on its FY2025 SEC filings, the Moat Index scores GEVO, INC. (GEVO) 8.8 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 0, returns on capital 0, balance-sheet safety 0, capital discipline 44.

How has GEVO's Moat Score changed over time?

The record logs 2 readings since Jul 17, 2026; the latest reads 8.8 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

The Moat Index

GEVO, INC.

GEVO · Materials · $395.2M mkt cap · FY2025 filings · No moat ·

Doesn't clear the bar

No moat

The four filters

Pricing power0

Median gross margin -44.5% over 6y, variable.

Returns on capital0

Median ROIC -22.2%, above the 9% hurdle in 0% of years.

Balance-sheet safety0

Net debt/EBITDA 16.4x, interest coverage -1x.

Capital discipline44

Owner earnings trend unclear, share count n/a.

Margin of safety

Above valueOn sale

No price data

Owner earnings (normalized): —
Est. intrinsic value / share: —
Recent price: $1.63
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 GEVO 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 scale8.8 / 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 — GEVO 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

#210 of 214 scored Materials companies, ranked by Moat Score.

Nearest peers by Moat Score

#208CLW Clearwater Paper Corp9.9 out of 100, No moatNo moat
#209TROX TRONOX HOLDINGS PLC9.3 out of 100, No moatNo moat
#211LXU LSB INDUSTRIES, INC.8.6 out of 100, No moatNo moat
#212DWSN DAWSON GEOPHYSICAL COMPANY7.1 out of 100, No moatNo moat

Compare GEVO with its nearest peers →All Materials companies on the Index →

Common questions about GEVO

Does GEVO, INC. have an economic moat?: Based on its FY2025 SEC filings, the Moat Index scores GEVO, INC. (GEVO) 8.8 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 0, returns on capital 0, balance-sheet safety 0, capital discipline 44.
How has GEVO's Moat Score changed over time?: The record logs 2 readings since Jul 17, 2026; the latest reads 8.8 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

Embed this score on your site

One iframe, no script. The badge shows GEVO’s live Moat Score, updates itself as new filings are scored, and links back here. How it works.

<iframe
  src="https://buylikebuffett.com/embed/GEVO"
  width="340" height="150" style="border:0"
  title="GEVO Moat Score — The Moat Index"
  loading="lazy"></iframe>

Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell GEVO. See the disclaimer.