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.
LDSN · Technology · Shallow moat
Doesn't clear the bar
The businessTrend component abstained: Fewer than two aligned fiscal years of revenue and diluted EPS are available; the filing history does not contain a measurable trend. The other four 20% weights were renormalized over the scored 80%.
RELY · Technology · Shallow 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 | LDSN | QRVO | BL | RELY |
|---|---|---|---|---|
| Moat Score (0–100) | 47 (highest) | 47 (highest) | 47 (highest) | 47 (highest) |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | — | 25 | 80 (highest) | 80 (highest) |
| Pricing power | 70 | 61 | 100 (highest) | — |
| Returns on capital | 18 (highest) | 11 | 0 | 7 |
| Balance-sheet safety | 55 | 37 | 29 | 75 (highest) |
| Capital allocation | 44 | 100 (highest) | 24 | 24 |
| No price data | 187% above value if growth stopped today | 183% above value if growth stopped today (largest discount to value if growth stopped today) | No price data | |
| Market cap | $450773 | $9.0B | $2.0B | $5.6B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filing date | FY2024 | FY2026 | FY2025 | FY2025 |