Does GIBRALTAR INDUSTRIES, INC. have an economic moat?

Based on its FY2025 SEC filings, the Moat Index scores GIBRALTAR INDUSTRIES, INC. (ROCK) 54.8 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 38, returns on capital 58, balance-sheet safety 100, capital discipline 29.

Is ROCK stock trading below its intrinsic value?

Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $28.97 per share versus a recent price of $43.18 — 49% above value. This is an educational estimate computed from primary SEC filings, not investment advice.

How has ROCK's Moat Score changed over time?

The record logs 3 readings since Jul 17, 2026; the latest reads 54.8 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

The Moat Index

GIBRALTAR INDUSTRIES, INC.

ROCK · Industrials · $1.5B mkt cap · FY2025 filings · Shallow moat ·

Doesn't clear the bar

Shallow moat

The four filters

Pricing power38

Median gross margin 24.7% over 10y, stable.

Returns on capital58

Median ROIC 11.1%, above the 9% hurdle in 90% of years.

Balance-sheet safety100

Net cash position — no leverage risk.

Capital discipline29

Owner earnings trend unclear, share count growing (dilution).

Margin of safety

Above valueOn sale

49% above value

Owner earnings (normalized): $89.9M
Est. intrinsic value / share: $28.97
Recent price: $43.18
Discount to value: 49% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

19 years of fundamentals

The business, in plain English

GIBRALTAR INDUSTRIES, INC. booked $1.1B of revenue in FY2025 in the Industrials sector and kept 26.9% of it as gross profit — a moderate-margin business by that measure. After every other cost, −3.9% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $986.8M (FY2008) to $1.1B (FY2025) — about 0.8% a year compounded over 17 years.

It earned 11.3% on invested capital in FY2025, with a median of 9.3% across 18 filed years. The Returns on Capital filter above scores it 58/100.

The balance sheet carried $0 of total debt in FY2025. Balance-Sheet Safety scores it 100/100.

The share count rose 10.8% between FY2013 and FY2025 — existing owners have been diluted over the record. Capital Discipline scores it 29/100.

Put together: Balance-Sheet Safety is the strongest of the four filters (100/100) and Capital Discipline the weakest (29/100), which is how ROCK lands at 55/100 — a Shallow 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.

RevenueSales, as filed$1.1B FY2025

Gross marginRevenue kept after cost of goods26.9% FY2025

Return on invested capitalOperating profit on the capital employed11.3% FY2025

Owner earningsCash an owner could take out−$44.4M FY2025

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

Moat Score over timeLast scored reading of each day, on the 0–100 scale54.8 / 100

Score history begins Jul 17, 2026 — the record builds from here and can’t be backfilled.

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

None yet — ROCK has read Shallow moat for every logged capture since Jul 17, 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

#93 of 309 scored Industrials companies, ranked by Moat Score.

Nearest peers by Moat Score

#91TNC TENNANT CO56.8 out of 100, Shallow moatShallow moat
#92SPRS SURGE COMPONENTS, INC.55.9 out of 100, Shallow moatShallow moat
#94HELE HELEN OF TROY LIMITED54.4 out of 100, Shallow moatShallow moat
#95RBC RBC BEARINGS INCORPORATED54.2 out of 100, Shallow moatShallow moat

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

Common questions about ROCK

Does GIBRALTAR INDUSTRIES, INC. have an economic moat?: Based on its FY2025 SEC filings, the Moat Index scores GIBRALTAR INDUSTRIES, INC. (ROCK) 54.8 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 38, returns on capital 58, balance-sheet safety 100, capital discipline 29.
Is ROCK stock trading below its intrinsic value?: Against a deliberately conservative owner-earnings model (9% discount rate, 0% assumed growth, capped at 4%), estimated intrinsic value is $28.97 per share versus a recent price of $43.18 — 49% above value. This is an educational estimate computed from primary SEC filings, not investment advice.
How has ROCK's Moat Score changed over time?: The record logs 3 readings since Jul 17, 2026; the latest reads 54.8 out of 100 (shallow moat). No tier changes on record yet. The history is append-only — readings are only ever added, never rewritten.

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