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 | BDCO | LXFR | SMG | CLF |
|---|---|---|---|---|
| Moat Score (0–100) | 35 | 36 (highest) | 35 | 35 |
| Pricing power | 0 | 33 | 36 (highest) | 1 |
| Returns on capital | 83 (highest) | 34 | 61 | 67 |
| Balance-sheet safety | 28 | 57 (highest) | 2 | 28 |
| Capital discipline | 24 | 21 | 28 | 44 (highest) |
| Margin of safety | No price data | 115% above value | No price data | 33% below value (highest margin of safety) |
| Market cap | $61.9M | $439.8M | $4.1B | $5.3B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |