Wellgistics Health, Inc.

MEDS · Industrials · $769M mkt cap · FY2025 filings · No moat ·

Doesn't clear the bar

No moat
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The five investor questions

Revenue & EPS trend50

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.

Pricing power0

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

Returns on capital0

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

Balance-sheet safety28

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

Capital discipline44

Owner earnings trend unclear, share count n/a.

Price vs. conservative owner-earnings floor

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

Above owner-earnings floorBelow owner-earnings floor
No price data
Owner earnings (normalized)
Not reported
Owner-earnings floor / share
Unavailable — insufficient owner-earnings data
Capped-growth comparison / share
Unavailable — insufficient growth-model data
Recent price
$7.59
Price vs. owner-earnings floor
No price data

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

Cohort context: median current price is 231% above the floor across 48 of the current top 50 companies by Moat Score with both values.

Score records captured Jul 24, 2026.

Exactly which 50 companies?

FTNT, META, MEDP, IBEX, MSFT, GOOGL, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, MANH, VEEV, GRMN, SSD, MNST, DOCS, MCO, CPRT, NTAP, LRCX, NVDA, CORT, SFM, MPTI, ULTA, SN, RMD, ROL, PAYC, IRMD, INTU, DECK, MORN, LGCY, DAL, GWW, ISRG, MPWR, CTAS, LOPE, CMG, FAST, BKNG, ORLY, GGG, JKHY

Missing a usable price or floor: ANF, BKNG.

Model details under moat-index@3.0.0: zero-growth floor 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

Wellgistics Health, 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

RevenueSales, as filed$23.3M FY2025
$0$10M$20M2022202320242025
Gross marginRevenue kept after cost of goods−27.5% FY2025
−20%0%2022202320242025
Return on invested capitalOperating profit on the capital employed−673.5% FY2025
−500%−250%0%2022202320242025
Owner earningsCash an owner could take out−$101M FY2025
−$100M−$50M$02022202320242025

Gaps in a line mean that item isn’t in MEDS’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

1 logged reading 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, 2026

Score history begins Jul 24, 2026 — the record builds from here and can’t be backfilled.

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

None yet — MEDS has read No moat for every logged capture since Jul 24, 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

#371 of 421 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #369GNK Genco Shipping & Trading Limited24.5 out of 100, No moatNo moat
  2. #370HY HYSTER-YALE, INC.24.3 out of 100, No moatNo moat
  3. #372SMXT SolarMax Technology, Inc.24.0 out of 100, No moatNo moat
  4. #373WHR WHIRLPOOL CORP /DE/23.7 out of 100, No moatNo moat

Compare MEDS with its nearest peersAll Industrials companies on the Index →

Common questions about MEDS

Does Wellgistics Health, Inc. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores Wellgistics Health, 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 discipline 44.
How has MEDS's Moat Score changed over time?
The record logs 1 reading since Jul 24, 2026; the latest reads 24.3 out of 100 (no moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.