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.

Try AAPL vs MSFT vs KO, V vs MA, or COST vs WMT vs TGT.

DELL · Technology · Shallow moat

Shallow moat

Doesn't clear the bar

SHOP · Technology · Narrow moat

Narrow moat

On the watchlist

ZETA · Technology · Narrow moat

Narrow moat

On the watchlist

KFRC · Technology · Shallow moat

Shallow moat

Doesn't clear the bar

MeasureDELLSHOPZETAKFRC
Moat Score (0–100)60 (highest)60 (highest)60 (highest)60 (highest)
Methodology versionmoat-index@3.0.0moat-index@3.0.0moat-index@3.0.0moat-index@3.0.0
Business trend6778 (highest)7012
Pricing power3584100 (highest)51
Returns on capital7200100 (highest)
Balance-sheet safety38100 (highest)86100 (highest)
Capital discipline87 (highest)384436
Price vs. high estimate213% above high estimate (largest discount to high estimate)1810% above high estimateNo price dataNo price data
Market cap$285.1B$148.4B$4.2BNot reported
Moat tierShallow moatNarrow moatNarrow moatShallow moat
Filings as ofFY2026FY2025FY2025FY2025