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.

Try AAPL vs MSFT vs KO, V vs MA, or COST vs WMT vs TGT.

KPEA · Consumer Discretionary · Shallow moat

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%.

SVV · Consumer Discretionary · Shallow moat

Shallow moat

Doesn't clear the bar

DLTH · Consumer Discretionary · Shallow moat

Shallow moat

Doesn't clear the bar

TLYS · Consumer Discretionary · Shallow moat

Shallow moat

Doesn't clear the bar

MeasureKPEASVVDLTHTLYS
Moat Score (0–100)44 (highest)44 (highest)44 (highest)44 (highest)
Methodology versionmoat-index@2.0.0moat-index@2.0.0moat-index@2.0.0moat-index@2.0.0
Business trend205254 (highest)40
Pricing power854988 (highest)46
Returns on capital62 (highest)4534
Balance-sheet safety2858 (highest)2855
Capital discipline44 (highest)1644 (highest)
Price vs. high estimateNo price data157% above high estimate (largest discount to high estimate)782% above high estimateNo price data
Market cap$90.2M$1.5B$145.4M
Moat tierShallow moatShallow moatShallow moatShallow moat
Filings as ofFY2025FY2025FY2026FY2026