Does HOLLEY INC. have an economic moat?

Based on its FY2025 SEC filings, the Moat Index scores HOLLEY INC. (HLLY) 28.5 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 67, returns on capital 12, balance-sheet safety 0, capital discipline 24.

Is HLLY 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 $0.64 per share versus a recent price of $2.62 — 312% above value. This is an educational estimate computed from primary SEC filings, not investment advice.

How has HLLY's Moat Score changed over time?

The record logs 2 readings since Jul 17, 2026; the latest reads 28.5 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

HOLLEY INC.

HLLY · Consumer Discretionary · $313.5M mkt cap · FY2025 filings · No moat ·

Doesn't clear the bar

No moat

The four filters

Pricing power67

Median gross margin 40.4% over 7y, very stable.

Returns on capital12

Median ROIC 6.6%, above the 9% hurdle in 14% of years.

Balance-sheet safety0

Net debt/EBITDA 5.9x, interest coverage 2x.

Capital discipline24

Owner earnings trend unclear, share count growing (dilution).

Margin of safety

Above valueOn sale

312% above value

Owner earnings (normalized): $6.9M
Est. intrinsic value / share: $0.64
Recent price: $2.62
Discount to value: 312% above 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 HLLY 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 scale28.5 / 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 — HLLY 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.

Consumer Discretionary context

#273 of 340 scored Consumer Discretionary companies, ranked by Moat Score.

Nearest peers by Moat Score

#271RAIL FREIGHTCAR AMERICA, INC.29.1 out of 100, No moatNo moat
#272KTOS Kratos Defense & Security Solutions, Inc.28.9 out of 100, No moatNo moat
#274GRWG GROWGENERATION CORP.28.3 out of 100, No moatNo moat
#275GO Grocery Outlet Holding Corp.28.3 out of 100, No moatNo moat

Compare HLLY with its nearest peers →All Consumer Discretionary companies on the Index →

Common questions about HLLY

Does HOLLEY INC. have an economic moat?: Based on its FY2025 SEC filings, the Moat Index scores HOLLEY INC. (HLLY) 28.5 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 67, returns on capital 12, balance-sheet safety 0, capital discipline 24.
Is HLLY 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 $0.64 per share versus a recent price of $2.62 — 312% above value. This is an educational estimate computed from primary SEC filings, not investment advice.
How has HLLY's Moat Score changed over time?: The record logs 2 readings since Jul 17, 2026; the latest reads 28.5 out of 100 (no 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 HLLY. See the disclaimer.