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.
KBH · Industrials · Narrow moat
Wonderful & reasonably priced
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
| Measure | KBH | POOL | CAT | LKQ |
|---|---|---|---|---|
| Moat Score (0–100) | 72 | 73 (highest) | 72 | 72 |
| 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 | 35 | 90 (highest) | 37 |
| Pricing power | — | 52 | 27 | 67 (highest) |
| Returns on capital | 66 | 100 (highest) | 72 | 74 |
| Balance-sheet safety | 78 | 76 | 73 | 100 (highest) |
| Capital allocation | 100 (highest) | 99 | 100 (highest) | 80 |
| 58% below value if growth stopped today (largest discount to value if growth stopped today) | 9% above value if growth stopped today | 245% above value if growth stopped today | 46% below value if growth stopped today | |
| Market cap | $2.7B | $6.3B | $340.0B | $5.7B |
| Moat tier | Narrow moat | Narrow moat | Narrow moat | Narrow moat |
| Filing date | FY2025 | FY2025 | FY2025 | FY2025 |