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 | CACI | HLIT | SEDG | NET |
|---|---|---|---|---|
| Moat Score (0–100) | 44 (highest) | 44 (highest) | 44 (highest) | 44 (highest) |
| Pricing power | 27 | 82 | 25 | 100 (highest) |
| Returns on capital | 40 | 11 | 88 (highest) | 0 |
| Balance-sheet safety | 22 | 59 (highest) | 28 | 28 |
| Capital discipline | 99 (highest) | 24 | 24 | 44 |
| Margin of safety | 13% above value (highest margin of safety) | 536% above value | 746% above value | No price data |
| Market cap | $10.2B | $1.3B | $3.2B | $96.7B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |