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.
ODFL · Industrials · Wide moat
On the watchlist
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%.
EXPD · Industrials · Wide moat
On the watchlist
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 | ODFL | LRCX | EXPD | GWW |
|---|---|---|---|---|
| Moat Score (0–100) | 91 (highest) | 91 (highest) | 91 (highest) | 89 |
| Methodology version | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 |
| Business trend | 83 | 78 | 80 | 86 (highest) |
| Pricing power | — | 78 (highest) | — | 66 |
| Returns on capital | 100 (highest) | 100 (highest) | 100 (highest) | 100 (highest) |
| Balance-sheet safety | 100 (highest) | 100 (highest) | 100 (highest) | 91 |
| Capital discipline | 80 | 100 (highest) | 84 | 100 (highest) |
| Price vs. high estimate | 126% above high estimate | 379% above high estimate | 74% above high estimate (largest discount to high estimate) | 112% above high estimate |
| Market cap | $48.3B | $389.2B | $23.7B | $65.0B |
| Moat tier | Wide moat | Wide moat | Wide moat | Wide moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |