2022–2024 (latest 3 aligned FYs; v3 window cap 5): revenue $3M to $2.3M, decreasing; diluted EPS -0.67 to -0.31, increasing.
22
Median gross margin 29.4% over 3y, variable.
—
Not enough years of ROIC data to score returns on capital.
55
Net cash position — no leverage risk.
24
Owner earnings changed trend unclear over up to the ten most recent annual observations.
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. 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 238% above the zero-growth estimate across 49 of the current top 50 companies by Moat Score with both values.
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
Renalytix plc booked $2.3M of revenue in FY2024 in the Healthcare sector and kept 6.8% of it as gross profit — a thin-margin business by that measure. After every other cost, −1461.6% of each revenue dollar reached the bottom line.
RENXF's latest filed year, FY2024, doesn't disclose total debt in a form the methodology can use, so current 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.
FY2021–FY2024 · 4 fiscal years, normalized from RENXF’s SEC filings
Sales, as filed$2.3M FY2024Revenue kept after cost of goods6.8% FY2024Standard ROIC or separately labeled Operating ROIC
Exact FY and FY-1 financing invested-capital inputs are required.
Exact FY and FY-1 financing invested-capital inputs are required.
Cash an owner could take out−$33.5M FY2024
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 Renalytix plc makes its money
Start with a dollar of revenue and follow what the filing says remains.
Honest partial: the filing did not provide a normalized tag for Research and development, Selling, general and administrative; those components are omitted, not plugged.
· event Jun 30, 2024 · retrieved Sep 4, 2026 · annual-row source set
Curated 19-manager tier
Who reported holding Renalytix plc
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
Manager
Reported position
Quarter-over-quarter
Filing accession
Abrams Capital
Not retrieved
Comparison not retrieved
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Akre Capital
Not retrieved
Comparison not retrieved
Filing not retrieved
Baupost Group
Not retrieved
Comparison not retrieved
Filing not retrieved
Berkshire Hathaway
Not retrieved
Comparison not retrieved
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Brave Warrior Advisors
Not retrieved
Comparison not retrieved
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Dodge & Cox
Not retrieved
Comparison not retrieved
Filing not retrieved
First Eagle
Not retrieved
Comparison not retrieved
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Fundsmith
Not retrieved
Comparison not retrieved
Filing not retrieved
Gardner Russo & Quinn
Not retrieved
Comparison not retrieved
Filing not retrieved
Gates Foundation Trust
Not retrieved
Comparison not retrieved
Filing not retrieved
Mairs & Power
Not retrieved
Comparison not retrieved
Filing not retrieved
Markel / Markel-Gayner
Not retrieved
Comparison not retrieved
Filing not retrieved
Oakmark / Harris Associates
Not retrieved
Comparison not retrieved
Filing not retrieved
Pershing Square
Not retrieved
Comparison not retrieved
Filing not retrieved
Polen Capital
Not retrieved
Comparison not retrieved
Filing not retrieved
Sequoia / Ruane Cunniff
Not retrieved
Comparison not retrieved
Filing not retrieved
Southeastern Asset Management
Not retrieved
Comparison not retrieved
Filing not retrieved
Tweedy, Browne
Not retrieved
Comparison not retrieved
Filing not retrieved
Yacktman Asset Management
Not retrieved
Comparison not retrieved
Filing 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 4, 2026
Flagship explainer
What Renalytix plc insiders reported
The complete Form 4 source snapshot retrieved on Sep 5, 2026 contains no transaction rows.
Verified empty: the retrieved source snapshot contains no transaction event.
Source snapshot retrieved 2026-09-05T07:00:13.498Z · SEC Form 4
Moat Score history
1 logged reading since Sep 4, 2026 · append-only, never rewritten
Moat Score over timeLast scored reading of each day, on the 0–100 scale32.9 / 100
Score history begins Sep 4, 2026 — the record builds forward from here.
Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars
None yet — RENXF has read No moat for every logged capture since Sep 4, 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 RENXF, –. The totals and cluster result below are arithmetic over that certified window.
$0
P purchases minus S sales only, Sep 6, 2025–Sep 6, 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 6, 2025–Sep 6, 2026.
P
0
S
0
A
0
F
0
M
0
G
0
C
0
J
0
W
0
Retrieved .
Healthcare context
#494 of 708 scored Healthcare companies, ranked by Moat Score.
Based on its FY2024 SEC filings, the Moat Index scores Renalytix plc (RENXF) 32.9 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 30, pricing power 22, returns on capital not measurable from the filings, balance-sheet safety 55, capital allocation 24.
How has RENXF's Moat Score changed over time?
The record logs 1 reading since Sep 4, 2026; the latest reads 32.9 out of 100 (no moat). No tier changes on record yet. 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 RENXF. See the disclaimer.