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.
SBC · Healthcare · Wide moat
Wonderful & reasonably priced
| Measure | INVA | SBC | PFHO | HRMY |
|---|---|---|---|---|
| Moat Score (0–100) | 82 | 83 (highest) | 83 (highest) | 82 |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 45 | 58 | 83 | 95 (highest) |
| Pricing power | 98 | 100 (highest) | 100 (highest) | 99 |
| Returns on capital | 95 | 100 (highest) | 86 | 100 (highest) |
| Balance-sheet safety | 75 | 100 (highest) | 73 | 86 |
| Capital allocation | 100 (highest) | 56 | 71 | 32 |
| 36% below value if growth stopped today | 41% below value if growth stopped today (largest discount to value if growth stopped today) | 5% above value if growth stopped today | 9% above value if growth stopped today | |
| Market cap | $1.6B | $314M | $10.6M | $2.0B |
| Moat tier | Wide moat | Wide moat | Wide moat | Wide moat |
| Filing date | FY2025 | FY2025 | FY2025 | FY2025 |