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 | ARLO | TRCK | LASE | OSS |
|---|---|---|---|---|
| Moat Score (0–100) | 29 | 30 (highest) | 30 (highest) | 29 |
| Pricing power | 15 | 83 (highest) | 55 | 26 |
| Returns on capital | 0 | 0 | 9 (highest) | 0 |
| Balance-sheet safety | 100 (highest) | 0 | 28 | 28 |
| Capital discipline | 24 | 24 | 24 | 80 (highest) |
| Margin of safety | No price data | No price data | No price data | No price data |
| Market cap | $1.4B | $8.2M | $21.1M | $310.2M |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |