Does InfuSystem Holdings, Inc. have an economic moat?

Based on its FY2025 SEC filings, the Moat Index scores InfuSystem Holdings, Inc. (INFU) 47.5 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 66, returns on capital 7, balance-sheet safety 64, capital discipline 64.

Is INFU stock trading below its intrinsic value?

Against a deliberately conservative owner-earnings model (9% discount rate, 4% assumed growth, capped at 4%), estimated intrinsic value is $12.25 per share versus a recent price of $8.92 — 27% below value. This is an educational estimate computed from primary SEC filings, not investment advice.

How has INFU's Moat Score changed over time?

The record logs 2 readings since Jul 17, 2026; the latest reads 47.5 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

InfuSystem Holdings, Inc.

INFU · Healthcare · $180.3M mkt cap · FY2025 filings · Shallow moat ·

On the watchlist

Shallow moat

The four filters

Pricing power66

Median gross margin 57.5% over 10y, variable.

Returns on capital7

Median ROIC 3.4%, above the 9% hurdle in 20% of years.

Balance-sheet safety64

Net debt/EBITDA 0.7x, interest coverage 9x.

Capital discipline64

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

Margin of safety

Above valueOn sale

27% below value

Owner earnings (normalized): $13.8M
Est. intrinsic value / share: $12.25
Recent price: $8.92
Discount to value: 27% below value

Conservative model: 9% discount rate, 4% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Fundamentals

There's no normalized fundamentals series for INFU 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 scale47.5 / 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 — INFU 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.

Healthcare context

#136 of 440 scored Healthcare companies, ranked by Moat Score.

Nearest peers by Moat Score

#134ROP ROPER TECHNOLOGIES INC47.5 out of 100, Shallow moatShallow moat
#135TGTX TG THERAPEUTICS, INC.47.5 out of 100, Shallow moatShallow moat
#137TRLV TRULIEVE CANNABIS CORP.47.5 out of 100, Shallow moatShallow moat
#138TALK TALKSPACE, INC.47.5 out of 100, Shallow moatShallow moat

Compare INFU with its nearest peers →All Healthcare companies on the Index →

Common questions about INFU

Does InfuSystem Holdings, Inc. have an economic moat?: Based on its FY2025 SEC filings, the Moat Index scores InfuSystem Holdings, Inc. (INFU) 47.5 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 66, returns on capital 7, balance-sheet safety 64, capital discipline 64.
Is INFU stock trading below its intrinsic value?: Against a deliberately conservative owner-earnings model (9% discount rate, 4% assumed growth, capped at 4%), estimated intrinsic value is $12.25 per share versus a recent price of $8.92 — 27% below value. This is an educational estimate computed from primary SEC filings, not investment advice.
How has INFU's Moat Score changed over time?: The record logs 2 readings since Jul 17, 2026; the latest reads 47.5 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 INFU. See the disclaimer.