LUCKY STRIKE ENTERTAINMENT CORPORATION
LUCK · Communications · $1.1B mkt cap · FY2025 filings · No moat ·
Doesn't clear the bar
The four filters
Median gross margin 29.8% over 4y, variable.
Median ROIC 9.4%, above the 9% hurdle in 60% of years.
Net debt/EBITDA 4.3x, no material interest expense disclosed.
Owner earnings trend unclear, share count shrinking (buybacks).
Margin of safety
- Owner earnings (normalized)
- —
- Est. intrinsic value / share
- —
- Recent price
- $7.41
- Discount to value
- No price data
Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).
6 years of fundamentals
The business, in plain English
It earned 9.4% on invested capital in FY2025, with a median of 9.4% across 5 filed years. The Returns on Capital filter above scores it 40/100.
The balance sheet carried $1.3B of total debt in FY2025 against $5.8M of owner earnings — roughly 227.4 years of owner earnings to retire it all. Balance-Sheet Safety scores it 40/100.
Put together: Capital Discipline is the strongest of the four filters (50/100) and Pricing Power the weakest (23/100), which is how LUCK lands at 37/100 — a None moat.
This breakdown is generated from the filed numbers and sub-scores above — no outside narrative, no estimates. Where a filing doesn’t disclose an input, the sentence that would need it is omitted instead of guessed.
Gaps in a line mean that item isn’t in LUCK’s filings for that year — the series is never interpolated or estimated. The Table view lists every filed value, including operating and net margins, total debt, and share count.
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 — LUCK 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.
Communications context
#32 of 56 scored Communications companies, ranked by Moat Score.
Nearest peers by Moat Score
- #30GMBL ESPORTS ENTERTAINMENT GROUP, INC.42.1 out of 100, Shallow moatShallow moat
- #31EVC ENTRAVISION COMMUNICATIONS CORP39.4 out of 100, No moatNo moat
- #33LILA Liberty Latin America Ltd.35.5 out of 100, No moatNo moat
- #34FUBO FuboTV Inc.35.3 out of 100, No moatNo moat
Compare LUCK with its nearest peers →All Communications companies on the Index →
Common questions about LUCK
- Does LUCKY STRIKE ENTERTAINMENT CORPORATION have an economic moat?
- Based on its FY2025 SEC filings, the Moat Index scores LUCKY STRIKE ENTERTAINMENT CORPORATION (LUCK) 36.9 out of 100 — below the Shallow-moat bar, so no moat. The four filters behind that score (each 0–100): pricing power 23, returns on capital 40, balance-sheet safety 40, capital discipline 50.
- How has LUCK's Moat Score changed over time?
- The record logs 3 readings since Jul 17, 2026; the latest reads 36.9 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.