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DataMeds AI, Inc.

MEDS · Industrials · $92.8M mkt cap · FY2025 filings · · No moat ·

Doesn't clear the bar

No moat
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The five investor questions

50

2024–2025 (latest 2 aligned FYs; v3 window cap 5): revenue $18.1M to $23.3M, increasing; diluted EPS -0.15 to -1.43, decreasing. Latest-filed diluted EPS remains usable for Business Trend, but an integer share-count change lacks enough evidence to confirm a comparable EPS basis; valuation growth therefore stays at 0%. Two-year history is scoreable but carries less confidence than a full-cycle record.

0

Median gross margin -8.9% over 2y, variable.

0

Median ROIC -345.1%, above the 12% hurdle in 0% of years.

28

Net debt/EBITDA n/ax, interest coverage -20x.

44

Owner earnings changed trend unclear over up to the ten most recent annual observations, share count n/a.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
No price data
Not reported
Unavailable — insufficient owner-earnings data
Unavailable — insufficient growth-model data
$0.92
No price data

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. Flag status unavailable — four adjacent recent FY revenue observations are required.

Among the current top-score group, the median current price is 235% above the zero-growth estimate across 49 of the current top 50 companies by Moat Score with both values.

Score records captured Sep 7, 2026.

Exactly which 50 companies?

FTNT, META, MEDP, IBEX, MSFT, GOOG, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, VEEV, RMD, GRMN, PCTY, EAT, UI, SSD, MNST, DOCS, LRCX, MCO, CPRT, NTAP, NVDA, CORT, SFM, MPTI, ULTA, SN, ROL, CTAS, PAYC, IRMD, INTU, DECK, MORN, JKHY, TPR, LGCY, DAL, GWW, ISRG, MPWR, LOPE

Missing a usable price or zero-growth estimate: ANF.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

4 years of fundamentals

The business, in plain English

DataMeds AI, Inc. booked $23.3M of revenue in FY2025 in the Industrials sector and kept −27.5% of it as gross profit — a thin-margin business by that measure. After every other cost, −433.9% of each revenue dollar reached the bottom line.

The balance sheet carried $23.5M of total debt in FY2025. Balance-Sheet Safety scores it 28/100.

Put together: Business Trend is the strongest of the five filters (50/100) and Pricing Power the weakest (0/100), which is how MEDS lands at 24/100 — 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.

FY2022–FY2025 · 4 fiscal years, normalized from MEDS’s SEC filings

Sales, as filed$23.3M FY2025
$0$10M$20M2022202320242025
Revenue kept after cost of goods−27.5% FY2025
−20%0%2022202320242025
Standard ROIC or separately labeled Operating ROIC

Exact FY and FY-1 financing invested-capital inputs are required.. Current-year EBIT, tax expense, and non-zero pretax income are required for standard ROIC.

Exact FY and FY-1 financing invested-capital inputs are required.. Current-year EBIT, tax expense, and non-zero pretax income are required for standard ROIC.

Cash an owner could take out−$101M FY2025
−$100M−$50M$02022202320242025

The explained ROIC gaps have filed inputs but no meaningful positive invested-capital denominator. Other gaps mean the item is not in the 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.

Flagship explainer

How DataMeds AI, Inc. makes its money

DataMeds AI, Inc.'s filing does not supply enough comparable lines for a truthful flow chart — here's what is filed:

Table alternative
Filed lineValue% of revenueSource
$23.3M100%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Cost of revenue$29.8M128%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
−$6.4M−28%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
−$93.7M−402%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Income before tax−$101M−434%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
−$101M−434%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Source:
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
· event Dec 31, 2025 · retrieved Sep 7, 2026 · annual-row source set

Flagship explainer

What DataMeds AI, Inc. owns — and owes

DataMeds AI, Inc.'s filing tags don't support a full breakdown — here's what is filed:

Table alternative
Filed lineValue% of assetsSource
Total assets$30.5M100%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Cash and equivalents$425710%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
$23.5M77%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Stockholders’ equity−$12.4M−41%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Source:
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
· event Dec 31, 2025 · retrieved Sep 7, 2026 · annual-row source set

Flagship explainer

What drives DataMeds AI, Inc.’s return on equity?

ROE is five filed business factors multiplied together.

DuPont return on equity factor treeReturn on equity branches into tax burden, interest burden, operating margin, asset turnover, and the equity multiplier.Return on equity3545%Tax burden100%net income ÷ pretax incomeInterest burden108%pretax ÷ operating incomeOperating margin−402%operating income ÷ revenueAsset turnover0.53×revenue ÷ average assetsEquity multiplier-15.37×average assets ÷ average equityAs of 2025-12-31 · 1 SEC filing sourceBuy Like Buffett · buylikebuffett.com
DuPont source inputs
InputValueFiscal yearSource
−$101MFY2025
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Income before tax−$101MFY2025
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Operating income−$93.7MFY2025
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
$23.3MFY2025
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Ending assets$30.5MFY2025
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Beginning assets$57.3MFY2024
  • 10-K · FY 2024Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
−$12.4MFY2025
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
$6.7MFY2024
  • 10-K · FY 2024Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Source: · event Dec 31, 2025 · retrieved Sep 7, 2026 · annual-row source set
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Flagship explainer

Where DataMeds AI, Inc.'s cash went

DataMeds AI, Inc.’s filing does not supply enough provenance-matched cash-flow lines for a truthful flow chart — here’s what is filed:

Table alternative
Filed lineValue% of cash from operationsSource
Cash from operations−$10.9M−100%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Depreciation and amortization$3.2M30%
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
Source:
  • 10-K · FY 2025Filing detailsAccession 0001493152-26-012004 · filed Mar 20, 2026
· event Dec 31, 2025 · retrieved Sep 7, 2026 · annual-row source set

Curated 19-manager tier

Who reported holding DataMeds AI, Inc.

Delayed public 13F reports for 2026-Q2—not live positions, trades, or recommendations.

0 holding0 exited0 not holding0/19 resolved19 not retrieved

Named manager positions and quarter-over-quarter changes
ManagerReported positionQuarter-over-quarterFiling accession
Abrams CapitalNot retrievedComparison not retrievedFiling not retrieved
Akre CapitalNot retrievedComparison not retrievedFiling not retrieved
Baupost GroupNot retrievedComparison not retrievedFiling not retrieved
Berkshire HathawayNot retrievedComparison not retrievedFiling not retrieved
Brave Warrior AdvisorsNot retrievedComparison not retrievedFiling not retrieved
Dodge & CoxNot retrievedComparison not retrievedFiling not retrieved
First EagleNot retrievedComparison not retrievedFiling not retrieved
FundsmithNot retrievedComparison not retrievedFiling not retrieved
Gardner Russo & QuinnNot retrievedComparison not retrievedFiling not retrieved
Gates Foundation TrustNot retrievedComparison not retrievedFiling not retrieved
Mairs & PowerNot retrievedComparison not retrievedFiling not retrieved
Markel / Markel-GaynerNot retrievedComparison not retrievedFiling not retrieved
Oakmark / Harris AssociatesNot retrievedComparison not retrievedFiling not retrieved
Pershing SquareNot retrievedComparison not retrievedFiling not retrieved
Polen CapitalNot retrievedComparison not retrievedFiling not retrieved
Sequoia / Ruane CunniffNot retrievedComparison not retrievedFiling not retrieved
Southeastern Asset ManagementNot retrievedComparison not retrievedFiling not retrieved
Tweedy, BrowneNot retrievedComparison not retrievedFiling not retrieved
Yacktman Asset ManagementNot retrievedComparison not retrievedFiling not retrieved

Position size uses shares and filed value from each manager’s 13F. Portfolio weight uses the eligible long-share filing denominator. Changes compare only with the immediately preceding calendar quarter.

Source: Filing source not retrieved · event Jun 30, 2026 · retrieved Sep 7, 2026

Flagship explainer

What DataMeds AI, Inc. insiders reported

Records still being gathered — partial as of retrieval Sep 7, 2026.

Partial coverage: the incomplete Form 4 walk cannot establish no activity, an activity date, or zero counts.

Moat Score history

6 logged readings since Jul 24, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale24.3 / 100
0406080100WideNarrowShallowNo moatJul 24, 2026Sep 7, 2026

Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

  1. Normalizer upgraded unstamped (version unknown)moat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

This machine-readable surface covers SEC ownership filings from 2003; it does not represent earlier paper-era records.

Records still being gathered — partial as of retrieval Sep 7, 2026.

Trailing-12-month totals and the 90-day cluster result are withheld because this issuer walk is incomplete.

No reported Form 4 rows were captured for MEDS; the incomplete walk cannot establish zero activity, zero counts, or a negative cluster result.

A filing source-event date will appear when a Form 4 row is captured.

Retrieved .

Industrials context

#390 of 447 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #388GNK GENCO SHIPPING & TRADING LIMITED24.5No moat
  2. #389HY HYSTER-YALE, INC.24.3No moat
  3. #391SMXT SolarMax Technology, Inc.24.0No moat
  4. #392ZSTK ZeroStack Corp.23.8No moat

Compare MEDS with its nearest peers →All Industrials companies on the Index →

Common questions about MEDS

Does DataMeds AI, Inc. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores DataMeds AI, Inc. (MEDS) 24.3 out of 100 — below the Shallow-moat bar, so no moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend 50, pricing power 0, returns on capital 0, balance-sheet safety 28, capital allocation 44.
How has MEDS's Moat Score changed over time?
The record logs 6 readings since Jul 24, 2026; the latest reads 24.3 out of 100 (no moat). No tier changes on record yet. (A methodology or normalizer upgrade on Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.

Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell MEDS. See the disclaimer.