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.
BCC · Industrials · Narrow moat
Wonderful & reasonably priced
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%.
| Measure | MSM | BDC | CNXN | BCC |
|---|---|---|---|---|
| Moat Score (0–100) | 62 (highest) | 62 (highest) | 62 (highest) | 62 (highest) |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 54 | 83 (highest) | 60 | 20 |
| Pricing power | 72 (highest) | 57 | 22 | — |
| Returns on capital | 79 (highest) | 39 | 53 | 64 |
| Balance-sheet safety | 66 | 72 | 100 (highest) | 71 |
| Capital allocation | 37 | 56 | 72 | 91 (highest) |
| 144% above value if growth stopped today | 52% above value if growth stopped today | 112% above value if growth stopped today | 48% below value if growth stopped today (largest discount to value if growth stopped today) | |
| Market cap | $7.0B | $4.0B | $2.0B | $2.8B |
| Moat tier | Narrow moat | Narrow moat | Narrow moat | Narrow moat |
| Filing date | FY2025 | FY2025 | FY2025 | FY2025 |