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.
LBRDA · Communications · No moat
Doesn't clear the bar
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%.
LIMX · Communications · No 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%.
UNIT · Communications · No moat
Doesn't clear the bar
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 | LBRDA | LIMX | TMGI | UNIT |
|---|---|---|---|---|
| Moat Score (0–100) | 38 | 39 (highest) | 38 | 38 |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 75 | 13 | 50 | 85 (highest) |
| Pricing power | — | 70 (highest) | 70 (highest) | — |
| Returns on capital | 0 | — | 0 | 42 (highest) |
| Balance-sheet safety | 28 (highest) | 28 (highest) | 28 (highest) | 0 |
| Capital allocation | 48 (highest) | 44 | 44 | 24 |
| 47% below value if growth stopped today (largest discount to value if growth stopped today) | No price data | No price data | 26% above value if growth stopped today | |
| Market cap | $5.1B | $4.2M | $2498 | $1.3B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filing date | FY2025 | FY2025 | FY2026 | FY2025 |