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 | MYE | TLF | LYB | ROG |
|---|---|---|---|---|
| Moat Score (0–100) | 49 | 50 (highest) | 49 | 48 |
| Pricing power | 52 | 95 (highest) | 7 | 57 |
| Returns on capital | 48 | 7 | 97 (highest) | 34 |
| Balance-sheet safety | 55 (highest) | 55 (highest) | 28 | 55 (highest) |
| Capital discipline | 39 | 40 | 64 (highest) | 46 |
| Margin of safety | 186% above value | 81% above value | 19% below value (highest margin of safety) | 274% above value |
| Market cap | $1.2B | $19.3M | $19.1B | $2.4B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |