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 | LSCC | AVGO | IPGP | PLAB |
|---|---|---|---|---|
| Moat Score (0–100) | 59 | 60 (highest) | 59 | 59 |
| Pricing power | 93 (highest) | 86 | 62 | 21 |
| Returns on capital | 39 | 69 (highest) | 41 | 53 |
| Balance-sheet safety | 73 | 42 | 100 (highest) | 100 (highest) |
| Capital discipline | 24 | 24 | 40 | 83 (highest) |
| Margin of safety | 1691% above value | 782% above value | 260% above value | 26% below value (highest margin of safety) |
| Market cap | $17.1B | $1.76T | $4.4B | $1.7B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |