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 | GCO | TTSH | THRM | LCII |
|---|---|---|---|---|
| Moat Score (0–100) | 53 | 54 (highest) | 54 (highest) | 52 |
| Pricing power | 68 | 99 (highest) | 41 | 39 |
| Returns on capital | 17 | 32 | 47 | 58 (highest) |
| Balance-sheet safety | 100 (highest) | 35 | 97 | 45 |
| Capital discipline | 40 | 40 | 40 | 72 (highest) |
| Margin of safety | No price data | 36% below value (highest margin of safety) | 84% above value | 8% below value |
| Market cap | — | $113.9M | $1.1B | $2.6B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2026 | FY2025 | FY2025 | FY2025 |