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 | BL | BGSF | ALGM | CNXC |
|---|---|---|---|---|
| Moat Score (0–100) | 41 (highest) | 41 (highest) | 41 (highest) | 41 (highest) |
| Pricing power | 100 (highest) | 43 | 70 | 62 |
| Returns on capital | 0 | 40 (highest) | 28 | 39 |
| Balance-sheet safety | 29 | 55 (highest) | 36 | 28 |
| Capital discipline | 24 (highest) | 24 (highest) | 20 | 24 (highest) |
| Margin of safety | 159% above value | No price data | 549% above value | Around fair value (highest margin of safety) |
| Market cap | $1.8B | $64.4M | $8.6B | $1.5B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2026 | FY2025 |