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 | LASE | LPTH | TRCK | ARLO |
|---|---|---|---|---|
| Moat Score (0–100) | 30 (highest) | 30 (highest) | 30 (highest) | 29 |
| Pricing power | 55 | 39 | 83 (highest) | 15 |
| Returns on capital | 9 (highest) | 7 | 0 | 0 |
| Balance-sheet safety | 28 | 55 | 0 | 100 (highest) |
| Capital discipline | 24 (highest) | 24 (highest) | 24 (highest) | 24 (highest) |
| Margin of safety | No price data | No price data | No price data | No price data |
| Market cap | $21.1M | $449.2M | $8.2M | $1.4B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |