The Moat Index

SILICON LABORATORIES INC.

SLAB · Technology · $7.2B mkt cap · FY2025 filings · Shallow moat ·

Doesn't clear the bar

50/ 100
Shallow moat

The four filters

Pricing power97

Median gross margin 59.0% over 10y, very stable.

Returns on capital7

Median ROIC -2.1%, above the 9% hurdle in 20% of years.

Balance-sheet safety28

Net debt/EBITDA n/ax, interest coverage -72x.

Capital discipline64

Owner earnings trend unclear, share count shrinking (buybacks).

Margin of safety

Above valueOn sale
No price data
Owner earnings (normalized)
Est. intrinsic value / share
Recent price
$217.47
Discount to value
No price data

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

SILICON LABORATORIES INC. booked $784.8M of revenue in FY2025 in the Technology sector and kept 58.2% of it as gross profit — a high-margin business by that measure. After every other cost, −8.3% of each revenue dollar reached the bottom line.

Across the filed record, revenue grew from $415.6M (FY2008) to $784.8M (FY2025) — about 3.8% a year compounded over 17 years.

It earned −7.6% on invested capital in FY2025, with a median of 6.9% across 18 filed years. The Returns on Capital filter above scores it 7/100.

The balance sheet carried $72.5M of total debt in FY2016. Balance-Sheet Safety scores it 28/100.

The share count fell 28.0% between FY2009 and FY2025 — management has been retiring shares, which concentrates each remaining owner's claim. Capital Discipline scores it 64/100.

Put together: Pricing Power is the strongest of the four filters (97/100) and Returns on Capital the weakest (7/100), which is how SLAB lands at 50/100 — 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.

FY2007–FY2025 · 19 fiscal years, normalized from SLAB’s SEC filings

RevenueSales, as filed$784.8M FY2025
$0$500M$1B2007201320192025
Gross marginRevenue kept after cost of goods58.2% FY2025
0%25%50%2007201320192025
Return on invested capitalOperating profit on the capital employed−7.6% FY2025
0%2007201320192025
Owner earningsCash an owner could take out−$94.8M FY2025
$0$1B$2B2007201320192025

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

3 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale49.6 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026

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 — SLAB 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.

Technology context

#198 of 532 scored Technology companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #196NXDR Nextdoor Holdings, Inc49.8 out of 100, Shallow moatShallow moat
  2. #197FORM FormFactor, Inc.49.7 out of 100, Shallow moatShallow moat
  3. #199DHX DHI Group, Inc.49.4 out of 100, Shallow moatShallow moat
  4. #200FIRY SKILLZ INC.49.4 out of 100, Shallow moatShallow moat

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

Common questions about SLAB

Does SILICON LABORATORIES INC. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores SILICON LABORATORIES INC. (SLAB) 49.6 out of 100 — a Shallow moat. The four filters behind that score (each 0–100): pricing power 97, returns on capital 7, balance-sheet safety 28, capital discipline 64.
How has SLAB's Moat Score changed over time?
The record logs 3 readings since Jul 17, 2026; the latest reads 49.6 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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SILICON LABORATORIES INC. (SLAB) Moat Score — The Moat Index · Buy Like Buffett