The Moat Index
Compare moats, side by side.
Two to four companies, scored on the same four filters from their SEC filings — so the comparison is apples to apples. The method is fully public.
| Measure | ACAD | BVS | IMAX | TDY |
|---|---|---|---|---|
| Moat Score (0–100) | 56 (highest) | 56 (highest) | 56 (highest) | 56 (highest) |
| Pricing power | 98 (highest) | 97 | 66 | 65 |
| Returns on capital | 7 | 7 | 38 (highest) | 29 |
| Balance-sheet safety | 100 (highest) | 67 | 51 | 79 |
| Capital discipline | 24 | 58 | 74 (highest) | 60 |
| Margin of safety | No price data | 272% above value | 49% above value (highest margin of safety) | 56% above value |
| Market cap | $4.4B | $831.1M | $2.1B | $29.4B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |