The Moat Index
Compare moats, side by side.
Two to four companies, scored on the same five investor questions from their SEC filings — so the comparison is apples to apples. The method is fully public.
CNTM · Industrials · Shallow moat
Doesn't clear the bar
The returnsOnCapital component abstained: Not enough years of ROIC data to score returns on capital. The other four 20% weights were renormalized over the scored 80%.
| Measure | ATI | CNTM | LFUS | CHEF |
|---|---|---|---|---|
| Moat Score (0–100) | 42 (highest) | 42 (highest) | 42 (highest) | 42 (highest) |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 95 (highest) | 60 | 32 | 85 |
| Pricing power | 1 | 36 | 63 (highest) | 43 |
| Returns on capital | 47 (highest) | — | 34 | 5 |
| Balance-sheet safety | 42 (highest) | 28 | 36 | 15 |
| Capital allocation | 24 | 44 | 43 | 60 (highest) |
| 537% above value if growth stopped today (largest discount to value if growth stopped today) | No price data | No price data | 1073% above value if growth stopped today | |
| Market cap | $26.0B | $740M | Not reported | $4.5B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filing date | FY2025 | FY2025 | FY2025 | FY2025 |