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 | AMBA | BLKB | MEI | TWLO |
|---|---|---|---|---|
| Moat Score (0–100) | 48 (highest) | 48 (highest) | 48 (highest) | 48 (highest) |
| Pricing power | 99 (highest) | 90 | 26 | 84 |
| Returns on capital | 7 | 11 | 54 (highest) | 0 |
| Balance-sheet safety | 55 | 4 | 100 (highest) | 88 |
| Capital discipline | 24 | 85 (highest) | 20 | 24 |
| Margin of safety | No price data | 10% above value | No price data | No price data |
| Market cap | $2.7B | $1.5B | — | $31.5B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2026 | FY2025 | FY2026 | FY2025 |