The Moat Index

HUDSON TECHNOLOGIES INC /NY

HDSN · Industrials · $257.0M mkt cap · FY2025 filings · Shallow moat ·

On the watchlist

48/ 100
Shallow moat

The four filters

Pricing power19

Median gross margin 27.4% over 10y, variable.

Returns on capital38

Median ROIC 9.7%, above the 9% hurdle in 50% of years.

Balance-sheet safety100

Net cash position — no leverage risk.

Capital discipline55

Owner earnings +5.1%/yr, share count flat.

Margin of safety

Above valueOn sale
31% below value
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

2 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale48.1 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026

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

  1. #115AENT ALLIANCE ENTERTAINMENT HOLDING CORP48.4 out of 100, Shallow moatShallow moat
  2. #116FTI TechnipFMC plc48.3 out of 100, Shallow moatShallow moat
  3. #118GRC The Gorman-Rupp Company47.8 out of 100, Shallow moatShallow moat
  4. #119SPXC SPX TECHNOLOGIES, INC.47.6 out of 100, Shallow moatShallow moat

Compare HDSN with its nearest peersAll 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.
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