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.
CABO · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
CNVS · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
STUB · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
| Measure | CABO | CNVS | AD | STUB |
|---|---|---|---|---|
| Moat Score (0–100) | 32 (highest) | 32 (highest) | 32 (highest) | 31 |
| Methodology version | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 |
| Business trend | 49 | 47 | 40 | 50 (highest) |
| Pricing power | — | — | 75 | — |
| Returns on capital | 31 (highest) | 4 | 0 | 12 |
| Balance-sheet safety | 0 | 55 (highest) | 28 | 28 |
| Capital discipline | 47 (highest) | 24 | 17 | 37 |
| Price vs. high estimate | 91% below high estimate (largest discount to high estimate) | No price data | 343% above high estimate | 1227% above high estimate |
| Market cap | $222.2M | $58.8M | $3.0B | $3.0B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2026 | FY2025 | FY2025 |