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.
| Measure | CRDO | HFUS | CSCO | BR |
|---|---|---|---|---|
| Moat Score (0–100) | 71 (highest) | 71 (highest) | 71 (highest) | 71 (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 | 80 | 85 | 58 | 97 (highest) |
| Pricing power | 88 | 46 | 100 (highest) | 46 |
| Returns on capital | 7 | 83 | 96 (highest) | 85 |
| Balance-sheet safety | 100 (highest) | 100 (highest) | 47 | 44 |
| Capital discipline | 80 | 43 | 56 | 82 (highest) |
| Price vs. high estimate | No price data | No price data | 280% above high estimate | 43% above high estimate (largest discount to high estimate) |
| Market cap | $39.5B | $100M | $452.1B | $17.4B |
| Moat tier | Narrow moat | Narrow moat | Narrow moat | Narrow moat |
| Filings as of | FY2026 | FY2025 | FY2025 | FY2025 |