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 | FOUR | AOSL | XYZ | ONDS |
|---|---|---|---|---|
| Moat Score (0–100) | 27 (highest) | 27 (highest) | 27 (highest) | 27 (highest) |
| Pricing power | 37 | 31 | 48 (highest) | 42 |
| Returns on capital | 0 | 7 (highest) | 0 | 0 |
| Balance-sheet safety | 0 | 55 (highest) | 39 | 28 |
| Capital discipline | 80 (highest) | 24 | 24 | 44 |
| Margin of safety | No price data | 583% above value (highest margin of safety) | 935% above value | No price data |
| Market cap | — | $938.4M | $49.8B | $2.5B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |