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 | HLIT | SES | SCKT | SEDG |
|---|---|---|---|---|
| Moat Score (0–100) | 44 | 45 (highest) | 45 (highest) | 44 |
| Pricing power | 82 | 88 (highest) | 85 | 25 |
| Returns on capital | 11 | 0 | 11 | 88 (highest) |
| Balance-sheet safety | 59 (highest) | 55 | 55 | 28 |
| Capital discipline | 24 | 35 (highest) | 24 | 24 |
| Margin of safety | 536% above value (highest margin of safety) | No price data | No price data | 746% above value |
| Market cap | $1.3B | $233.1M | $4.0M | $3.2B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |