SOMNIGROUP INTERNATIONAL INC.

SGI · Materials · $15.3B mkt cap · FY2025 filings · Narrow moat

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Narrow moat

The four filters

Pricing power72

Median gross margin 41.8% over 10y, very stable.

Returns on capital81

Median ROIC 16.5%, above the 9% hurdle in 90% of years.

Balance-sheet safety2

Net debt/EBITDA 4.4x, interest coverage 3x.

Capital discipline77

Owner earnings +9.9%/yr, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

182% above value

Owner earnings (normalized): $488.5M
Est. intrinsic value / share: $25.80
Recent price: $72.80
Discount to value: 182% above value

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

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

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

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