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.
TRLEF · Materials · No 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%.
DOW · Materials · No moat
Doesn't clear the bar
The returnsOnCapital component abstained: Not enough years of ROIC data to score returns on capital. The other four 20% weights were renormalized over the scored 80%.
| Measure | LXU | TRLEF | CMP | DOW |
|---|---|---|---|---|
| Moat Score (0–100) | 17 | 18 (highest) | 18 (highest) | 17 |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 50 (highest) | 20 | 44 | 15 |
| Pricing power | 0 | — | 21 (highest) | 1 |
| Returns on capital | 4 (highest) | 0 | 0 | — |
| Balance-sheet safety | 12 | 28 (highest) | 0 | 0 |
| Capital allocation | 20 | 24 | 24 | 51 (highest) |
| No price data | No price data | No price data | 60% above value if growth stopped today | |
| Market cap | Not reported | $15.7M | $1.2B | $21.4B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filing date | FY2025 | FY2020 | FY2025 | FY2025 |