NAPC Defense, Inc.

NAPD · Technology · FY2026 filings · · Shallow moat ·

Doesn't clear the bar

Shallow moat
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The five investor questions

Only one aligned fiscal year of revenue and diluted EPS is available; a trend needs at least two observations.

70

Median gross margin 100.0% over 4y, variable.

0

Median ROIC -68.8%, above the 12% hurdle in 0% of years.

55

Net cash position — no leverage risk.

44

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

The businessTrend component abstained: Only one aligned fiscal year of revenue and diluted EPS is available; a trend needs at least two observations. The other four 20% weights were renormalized over the scored 80%.

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
Unavailable — no recent price
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 227% above the zero-growth estimate across 49 of the current top 50 companies by Moat Score with both values.

Score records captured Sep 19, 2026.

Exactly which 50 companies?

FTNT, IBEX, META, MEDP, 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, DECK, MORN, INTU, 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.

10 years of fundamentals

The business, in plain English

NAPC Defense, Inc. booked $1.4M of revenue in FY2026 in the Technology sector and kept −48.7% of it as gross profit — a thin-margin business by that measure. After every other cost, −202.8% of each revenue dollar reached the bottom line.

ROIC is not available for the latest filed year, FY2026. Across the full 3-year measurable filed record, median ROIC was −68.8%. Over the v3 recent window (3 measurable filed years), median ROIC was −68.8%. The Returns on Capital filter above scores it 0/100.

The balance sheet carried $122925 of total debt in FY2026. Balance-Sheet Safety scores it 55/100.

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.

FY2017–FY2026 · 10 fiscal years, normalized from NAPD’s SEC filings

Sales, as filed$1.4M FY2026
$0$1M2017202020232026
Revenue kept after cost of goods−48.7% FY2026
0%100%2017202020232026
Standard ROIC or separately labeled Operating ROIC

Exact FY and FY-1 financing invested-capital inputs are required.. Exact FY and FY-1 Operating Invested Capital inputs are required.

Exact FY and FY-1 financing invested-capital inputs are required.. Exact FY and FY-1 Operating Invested Capital inputs are required.

Cash an owner could take out−$2.9M FY2026
−$2M$02017202020232026

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 NAPC Defense, Inc. makes its money

NAPC Defense, 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
$1.4M100%
Cost of revenue$2.1M149%
−$691550−49%
−$2M−144%
−$2.9M−203%
Source: · event Apr 30, 2026 · retrieved Sep 19, 2026 · annual-row source set

Flagship explainer

What NAPC Defense, Inc. owns — and owes

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

Table alternative
Filed lineValue% of assetsSource
Total assets$881642100%
Cash and equivalents$71844081%
$12292514%
Stockholders’ equity−$2.1M−238%
Source: · event Apr 30, 2026 · retrieved Sep 19, 2026 · annual-row source set

Flagship explainer

What drives NAPC Defense, Inc.’s return on equity?

One or more filed inputs needed for the five-factor decomposition are unavailable.

DuPont source inputs
InputValueFiscal yearSource
Net income−$2.9MFY2026
Income before taxUnavailableFY2026
Operating income−$2MFY2026
Revenue$1.4MFY2026
Ending assets$881642FY2026
Beginning assets$16452FY2025
Ending equity−$2.1MFY2026
Beginning equity−$1.1MFY2025
Source: · event Apr 30, 2026 · retrieved Sep 19, 2026 · annual-row source set

Flagship explainer

Where NAPC Defense, Inc.'s cash went

NAPC Defense, 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−$157507−100%
Depreciation and amortization$18241%
Source: · event Apr 30, 2026 · retrieved Sep 19, 2026 · annual-row source set

Curated 19-manager tier

Who reported holding NAPC Defense, 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 19, 2026

Flagship explainer

What NAPC Defense, Inc. insiders reported

The complete Form 4 source snapshot retrieved on Sep 19, 2026 contains no transaction rows.

Verified empty: the retrieved source snapshot contains no transaction event.

Source snapshot retrieved 2026-09-19T07:00:02.813Z · SEC Form 4

Moat Score history

1 logged reading since Sep 19, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale42.2 / 100
0406080100WideNarrowShallowNo moatSep 19, 2026

Score history begins Sep 19, 2026 — the record builds forward from here.

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

None yet — NAPD has read Shallow moat for every logged capture since Sep 19, 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.

No reported Form 4 transactions were found in the complete checked issuer window for NAPD, . The totals and cluster result below are arithmetic over that certified window.

$0
P purchases minus S sales only, Sep 20, 2025Sep 20, 2026.
0 P / 0 S
Only P and S are included; awards, gifts, exercises, withholding, and other mechanics are excluded.
No
Requires at least 3 distinct insiders with P purchases.

Transaction-code histogram

Supporting event counts for the same certified window, Sep 20, 2025Sep 20, 2026.

P
0
S
0
A
0
F
0
M
0
G
0
C
0
J
0
W
0

Retrieved .

Technology context

#435 of 749 scored Technology companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #433AI C3.ai, Inc.42.2 out of 100, Shallow moatShallow moat
  2. #434VTIX Virtuix Holdings Inc.42.2 out of 100, Shallow moatShallow moat
  3. #436VERI Veritone, Inc.42.1 out of 100, Shallow moatShallow moat
  4. #437GUER Guerrilla RF, Inc.42.1 out of 100, Shallow moatShallow moat

Compare NAPD with its nearest peersAll Technology companies on the Index →

Common questions about NAPD

Does NAPC Defense, Inc. have an economic moat?
Based on its FY2026 SEC filings, the Moat Index scores NAPC Defense, Inc. (NAPD) 42.2 out of 100 — a Shallow 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 not measurable from the filings, pricing power 70, returns on capital 0, balance-sheet safety 55, capital allocation 44.
How has NAPD's Moat Score changed over time?
The record logs 1 reading since Sep 19, 2026; the latest reads 42.2 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.