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.
FSI · Materials · Shallow moat
Doesn't clear the bar
| Measure | LYB | FSI | TLF | MYE |
|---|---|---|---|---|
| Moat Score (0–100) | 49 | 50 (highest) | 50 (highest) | 49 |
| Pricing power | 7 | 45 | 95 (highest) | 52 |
| Returns on capital | 97 (highest) | 60 | 7 | 48 |
| Balance-sheet safety | 28 | 91 (highest) | 55 | 55 |
| Capital discipline | 64 (highest) | 0 | 40 | 39 |
| Margin of safety | 19% below value (highest margin of safety) | 124% above value | 81% above value | 186% above value |
| Market cap | $19.1B | $75.6M | $19.3M | $1.2B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |