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 | DBD | ARLO | OSS | NVTS |
|---|---|---|---|---|
| Moat Score (0–100) | 29 (highest) | 29 (highest) | 29 (highest) | 29 (highest) |
| Pricing power | 36 | 15 | 26 | 43 (highest) |
| Returns on capital | 8 (highest) | 0 | 0 | 0 |
| Balance-sheet safety | 36 | 100 (highest) | 28 | 55 |
| Capital discipline | 44 | 24 | 80 (highest) | 24 |
| Margin of safety | No price data | No price data | No price data | No price data |
| Market cap | $3.0B | $1.4B | $310.2M | — |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |