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 | CLF | SMG | BDCO | RES |
|---|---|---|---|---|
| Moat Score (0–100) | 35 (highest) | 35 (highest) | 35 (highest) | 35 (highest) |
| Pricing power | 1 | 36 (highest) | 0 | 25 |
| Returns on capital | 67 | 61 | 83 (highest) | 26 |
| Balance-sheet safety | 28 | 2 | 28 | 59 (highest) |
| Capital discipline | 44 (highest) | 28 | 24 | 37 |
| Margin of safety | 33% below value (highest margin of safety) | No price data | No price data | 21% below value |
| Market cap | $5.3B | $4.1B | $61.9M | $1.3B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |