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 | CLFD | NTNX | ZETA | ENS |
|---|---|---|---|---|
| Moat Score (0–100) | 56 (highest) | 56 (highest) | 56 (highest) | 56 (highest) |
| Pricing power | 53 | 91 | 100 (highest) | 38 |
| Returns on capital | 35 | 0 | 0 | 54 (highest) |
| Balance-sheet safety | 100 (highest) | 100 (highest) | 86 | 54 |
| Capital discipline | 48 | 44 | 44 | 86 (highest) |
| Margin of safety | 85% above value | No price data | No price data | 45% above value (highest margin of safety) |
| Market cap | $424.0M | — | $4.8B | $7.2B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2026 |