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.
LEG · Materials · No moat
Doesn't clear the bar
The returnsOnCapital component abstained: Not enough years of ROIC data to score returns on capital. The other four 20% weights were renormalized over the scored 80%.
| Measure | CODI | LEG | MATV | HUN |
|---|---|---|---|---|
| Moat Score (0–100) | 25 (highest) | 25 (highest) | 25 (highest) | 25 (highest) |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 44 | 10 | 55 (highest) | 10 |
| Pricing power | 58 (highest) | 30 | 20 | 19 |
| Returns on capital | 0 | — | 0 | 33 (highest) |
| Balance-sheet safety | 0 | 37 (highest) | 28 | 0 |
| Capital allocation | 24 | 25 | 24 | 64 (highest) |
| No price data | 54% below value if growth stopped today (largest discount to value if growth stopped today) | Around the value if growth stopped today | 33% above value if growth stopped today | |
| Market cap | $755M | $1.5B | $444M | $2.2B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filing date | FY2025 | FY2025 | FY2025 | FY2025 |