HUDSON TECHNOLOGIES INC /NY
HDSN · Industrials · $257.0M mkt cap · FY2025 filings · Shallow moat ·
On the watchlist
The four filters
Median gross margin 27.4% over 10y, variable.
Median ROIC 9.7%, above the 9% hurdle in 50% of years.
Net cash position — no leverage risk.
Owner earnings +5.1%/yr, share count flat.
Margin of safety
- Owner earnings (normalized)
- $33.7M
- Est. intrinsic value / share
- $9.00
- Recent price
- $6.17
- Discount to value
- 31% 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 HDSN 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 — HDSN 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
#117 of 309 scored Industrials companies, ranked by Moat Score.
Nearest peers by Moat Score
- #115AENT ALLIANCE ENTERTAINMENT HOLDING CORP48.4 out of 100, Shallow moatShallow moat
- #116FTI TechnipFMC plc48.3 out of 100, Shallow moatShallow moat
- #118GRC The Gorman-Rupp Company47.8 out of 100, Shallow moatShallow moat
- #119SPXC SPX TECHNOLOGIES, INC.47.6 out of 100, Shallow moatShallow moat
Compare HDSN with its nearest peers →All Industrials companies on the Index →
Common questions about HDSN
- Does HUDSON TECHNOLOGIES INC /NY have an economic moat?
- Based on its FY2025 SEC filings, the Moat Index scores HUDSON TECHNOLOGIES INC /NY (HDSN) 48.1 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 19, returns on capital 38, balance-sheet safety 100, capital discipline 55.
- Is HDSN 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 $9.00 per share versus a recent price of $6.17 — 31% below value. This is an educational estimate computed from primary SEC filings, not investment advice.
- How has HDSN's Moat Score changed over time?
- The record logs 2 readings since Jul 17, 2026; the latest reads 48.1 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.