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 | HIMS | TDY | BRKR | PLX |
|---|---|---|---|---|
| Moat Score (0–100) | 56 (highest) | 56 (highest) | 56 (highest) | 56 (highest) |
| Pricing power | 89 (highest) | 65 | 80 | 67 |
| Returns on capital | 14 | 29 | 84 (highest) | 53 |
| Balance-sheet safety | 100 (highest) | 79 | 0 | 55 |
| Capital discipline | 24 | 60 (highest) | 34 | 44 |
| Margin of safety | No price data | 56% above value (highest margin of safety) | 188% above value | No price data |
| Market cap | $8.5B | $29.4B | $8.9B | $191.4M |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |