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 | KNF | CE | OLPX | LBRT |
|---|---|---|---|---|
| Moat Score (0–100) | 42 (highest) | 42 (highest) | 42 (highest) | 41 |
| Pricing power | 24 | 35 | 95 (highest) | 9 |
| Returns on capital | 62 | 45 | 20 | 65 (highest) |
| Balance-sheet safety | 27 | 28 | 0 | 50 (highest) |
| Capital discipline | 55 | 64 (highest) | 37 | 44 |
| Margin of safety | 64% above value | No price data | 104% above value | 12% above value (highest margin of safety) |
| Market cap | $4.6B | — | $1.4B | $3.9B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |