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.
CCOI · Communications · Shallow moat
Doesn't clear the bar
| Measure | LTH | CCOI | SIRI | CXDO |
|---|---|---|---|---|
| Moat Score (0–100) | 51 | 56 (highest) | 53 | 51 |
| Pricing power | 80 | 81 (highest) | 62 | 81 (highest) |
| Returns on capital | 0 | 90 (highest) | 86 | 7 |
| Balance-sheet safety | 77 | 0 | 3 | 100 (highest) |
| Capital discipline | 60 (highest) | 24 | 40 | 24 |
| Margin of safety | 1003% above value | 169% above value | 15% above value (highest margin of safety) | 994% above value |
| Market cap | $9.3B | $549.2M | $10.2B | $237.5M |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |