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 | ESE | AMD | RSSS | PANW |
|---|---|---|---|---|
| Moat Score (0–100) | 65 (highest) | 65 (highest) | 65 (highest) | 65 (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 | 100 (highest) | 72 | 80 | 75 |
| Pricing power | 64 | 58 | 34 | 100 (highest) |
| Returns on capital | 13 | 74 | 88 (highest) | 7 |
| Balance-sheet safety | 70 | 100 (highest) | 100 (highest) | 100 (highest) |
| Capital allocation | 79 (highest) | 24 | 24 | 44 |
| 413% above value if growth stopped today (largest discount to value if growth stopped today) | 2214% above value if growth stopped today | 982% above value if growth stopped today | 3594% above value if growth stopped today | |
| Market cap | $6.9B | $912.5B | $69.4M | $296.3B |
| Moat tier | Narrow moat | Narrow moat | Narrow moat | Narrow moat |
| Filing date | FY2025 | FY2025 | FY2026 | FY2026 |