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.
RUSHA · Consumer Discretionary · Shallow moat
Doesn't clear the bar
| Measure | LCII | THRM | GCO | RUSHA |
|---|---|---|---|---|
| Moat Score (0–100) | 52 | 54 (highest) | 53 | 52 |
| Pricing power | 39 | 41 | 68 (highest) | 31 |
| Returns on capital | 58 (highest) | 47 | 17 | 57 |
| Balance-sheet safety | 45 | 97 | 100 (highest) | 69 |
| Capital discipline | 72 (highest) | 40 | 40 | 60 |
| Margin of safety | 8% below value (highest margin of safety) | 84% above value | No price data | 43% above value |
| Market cap | $2.6B | $1.1B | — | $6.2B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2026 | FY2025 |