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 | ONDS | XYZ | FOUR | TCX |
|---|---|---|---|---|
| Moat Score (0–100) | 27 (highest) | 27 (highest) | 27 (highest) | 27 (highest) |
| Pricing power | 42 | 48 (highest) | 37 | 34 |
| Returns on capital | 0 | 0 | 0 | 16 (highest) |
| Balance-sheet safety | 28 | 39 (highest) | 0 | 28 |
| Capital discipline | 44 | 24 | 80 (highest) | 32 |
| Margin of safety | No price data | 935% above value | No price data | No price data |
| Market cap | $2.5B | $49.8B | — | $113.6M |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |