Pattern Group Inc.

PTRN · Consumer Discretionary · $3.2B mkt cap · FY2025 filings · Shallow moat ·

Doesn't clear the bar

Shallow moat
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The five investor questions

Revenue & EPS trend60

2023–2025: revenue 1366417000.00 to 2501315000.00, increasing; diluted EPS 0.22 to -1.36, decreasing.

Pricing power74

Median gross margin 43.6% over 3y, very stable.

Returns on capital

Not enough years of ROIC data to score returns on capital.

Balance-sheet safety73

Net debt/EBITDA n/ax, interest coverage 110x.

Capital discipline0

Owner earnings -37.3%/yr, share count growing (dilution).

The returnsOnCapital component abstained: Not enough years of ROIC data to score returns on capital. The other four 20% weights were renormalized over the scored 80%.

Price vs. owner-earnings value range

Above estimateBelow estimate
603% above high estimate
Owner earnings (normalized)
$41.3M
Value range / share
$3.99–$3.99
Conservative high estimate / share
$3.99
Recent price
$28.01
Price vs. high estimate
603% above high estimate

Conservative range under moat-index@2.0.0: low end 11.1×, high end capped at 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

Pattern Group Inc. booked $2.5B of revenue in FY2025 in the Consumer Discretionary sector and kept 43.6% of it as gross profit — a solid-margin business by that measure. After every other cost, 0.6% of each revenue dollar reached the bottom line.

PTRN's filings don't disclose total debt in a form the methodology can use, so leverage is treated as unmeasured — never assumed to be zero.

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 PTRN’s SEC filings

RevenueSales, as filed$2.5B FY2025
$0$1B$2B2022202320242025
Gross marginRevenue kept after cost of goods43.6% FY2025
0%20%40%2022202320242025
Return on invested capitalOperating profit on the capital employed6.9% FY2025
0%3%5%2022202320242025
Owner earningsCash an owner could take out$16.2M FY2025
$0$25M$50M2022202320242025

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

5 logged readings since Jul 18, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale51.7 / 100
0406080100WideNarrowShallowNo moatJul 20, 2026Jul 21, 2026

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

  1. Methodology upgraded moat-index@1.2.0tomoat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026

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

Track record

How Pattern Group Inc.’s moat rated in each of the years we can reconstruct from its filings — scored only on what was knowable at the time — and what its price and returns did afterward. The score never saw a price; the two are joined only in hindsight, for education, not as a signal.

As-of scores 20252025, one methodology version · reconstructed from filings on file each Dec 31 — never with hindsight

As-of Moat Score (dot colored by tier)Indexed price (total-return (dividends reinvested))Rated Wide-moat that year

How to read this: each dot is what the engine would have scored PTRN on that December 31; the line below is its total-return price path (dividends reinvested) in the years since.

0406080100WideNarrowShallowNo moatAs-of Moat Score100Indexed price · log scale 2025

Two tracks, one timeline: the score has its own 0–100 scale (top), the price its own 100-based scale (bottom) — never a shared axis. The indexed price path isn't available for this company yet; gaps in the score line are years with no reconstructed rating (see the table for why). The Table view carries every value.

What followed, in the years it rated Wide

In the reconstructed history shown, PTRN did not rate Wide-moat in any year, so there is no wide-moat track record to report. That absence is itself the honest answer — we don’t manufacture a comparison where the rating never earned one.

Consumer Discretionary context

#200 of 482 scored Consumer Discretionary companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #198BLPG BLUE LINE PROTECTION GROUP, INC.51.9 out of 100, Shallow moatShallow moat
  2. #199IVDN INNOVATIVE DESIGNS, INC.51.8 out of 100, Shallow moatShallow moat
  3. #201WEN Wendy's Co51.6 out of 100, Shallow moatShallow moat
  4. #202JACK JACK IN THE BOX INC.51.6 out of 100, Shallow moatShallow moat

Compare PTRN with its nearest peersAll Consumer Discretionary companies on the Index →

Common questions about PTRN

Does Pattern Group Inc. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores Pattern Group Inc. (PTRN) 51.7 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 60, pricing power 74, returns on capital not measurable from the filings, balance-sheet safety 73, capital discipline 0.
Is PTRN trading below the conservative owner-earnings estimate?
The owner-earnings value range is $3.99–$3.99 per share. It capitalizes normalized owner earnings at a 9% rate; the low end assumes 0% growth and the high end uses 0% growth, capped at 4% and 18×. Versus a recent price of $28.01, that is 603% above high estimate relative to the high estimate. This is a conservative educational estimate from primary SEC filings, not intrinsic value as a fact or investment advice.
How has PTRN's Moat Score changed over time?
The record logs 5 readings since Jul 18, 2026; the latest reads 51.7 out of 100 (shallow moat). No tier changes on record yet. (A methodology upgrade on Jul 20, 2026 re-based the score; readings across engine versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.
Pattern Group Inc. (PTRN) Moat Score — The Moat Index · Buy Like Buffett