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 | NET | SEDG | CACI | DDOG |
|---|---|---|---|---|
| Moat Score (0–100) | 44 (highest) | 44 (highest) | 44 (highest) | 44 (highest) |
| Pricing power | 100 (highest) | 25 | 27 | 100 (highest) |
| Returns on capital | 0 | 88 (highest) | 40 | 0 |
| Balance-sheet safety | 28 (highest) | 28 (highest) | 22 | 28 (highest) |
| Capital discipline | 44 | 24 | 99 (highest) | 44 |
| Margin of safety | No price data | 746% above value | 13% above value (highest margin of safety) | No price data |
| Market cap | $96.7B | $3.2B | $10.2B | — |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |