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 | LMB | GDC | FSTR | ARW |
|---|---|---|---|---|
| Moat Score (0–100) | 42 (highest) | 42 (highest) | 42 (highest) | 41 |
| Pricing power | 4 | 70 (highest) | 32 | 26 |
| Returns on capital | 38 | 4 | 19 | 42 (highest) |
| Balance-sheet safety | 85 (highest) | 55 | 85 (highest) | 60 |
| Capital discipline | 60 (highest) | 44 | 47 | 44 |
| Margin of safety | 76% above value (highest margin of safety) | No price data | 213% above value | No price data |
| Market cap | $845.9M | $93.4M | $425.0M | — |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |