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.

Try AAPL vs MSFT vs KO, V vs MA, or COST vs WMT vs TGT.

BILL · Technology · No moat

40/ 100
No moat

Doesn't clear the bar

SITM · Technology · No moat

40/ 100
No moat

Doesn't clear the bar

TENB · Technology · No moat

40/ 100
No moat

Doesn't clear the bar

KLTR · Technology · No moat

40/ 100
No moat

Doesn't clear the bar

MeasureBILLSITMTENBKLTR
Moat Score (0–100)40 (highest)40 (highest)40 (highest)40 (highest)
Pricing power977698 (highest)98 (highest)
Returns on capital04 (highest)00
Balance-sheet safety2855 (highest)2828
Capital discipline26 (highest)242424
Margin of safetyNo price dataNo price dataNo price dataNo price data
Market cap$4.6B$14.6B$205.4M
Moat tierNo moatNo moatNo moatNo moat
Filings as ofFY2025FY2025FY2025FY2025
BILL vs SITM vs TENB vs KLTR — Moat Score Comparison · Buy Like Buffett