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.
SOLS · Materials · Shallow moat
Doesn't clear the bar
The returnsOnCapital component abstained: Not enough years of ROIC data to score returns on capital. The other four 20% weights were renormalized over the scored 80%.
| Measure | KNF | APOG | SOLS | AVNT |
|---|---|---|---|---|
| Moat Score (0–100) | 49 (highest) | 49 (highest) | 49 (highest) | 49 (highest) |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 78 (highest) | 73 | 46 | 34 |
| Pricing power | 24 | 36 | 59 (highest) | 36 |
| Returns on capital | 62 (highest) | 38 | — | 61 |
| Balance-sheet safety | 27 | 45 | 72 | 100 (highest) |
| Capital allocation | 55 (highest) | 53 | 20 | 13 |
| 62% above value if growth stopped today | 16% below value if growth stopped today (largest discount to value if growth stopped today) | 44% above value if growth stopped today | 41% above value if growth stopped today | |
| Market cap | $2.8B | $876M | $9.5B | $3.6B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filing date | FY2025 | FY2026 | FY2025 | FY2025 |