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.
PTRN · Consumer Discretionary · Shallow moat
Doesn't clear the bar
The returnsOnCapital component abstained: Not enough years of ROIC data to score returns on capital. The other four 20% weights were renormalized over the scored 80%.
BLPG · Consumer Discretionary · Shallow moat
On the watchlist
The returnsOnCapital component abstained: Not enough years of ROIC data to score returns on capital. The other four 20% weights were renormalized over the scored 80%.
IVDN · Consumer Discretionary · Shallow moat
Doesn't clear the bar
| Measure | PTRN | BLPG | IVDN | WEN |
|---|---|---|---|---|
| Moat Score (0–100) | 52 (highest) | 52 (highest) | 52 (highest) | 52 (highest) |
| Methodology version | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 |
| Business trend | 60 | 73 | 85 (highest) | 67 |
| Pricing power | 74 | 64 | 47 | 93 (highest) |
| Returns on capital | — | — | 4 | 18 (highest) |
| Balance-sheet safety | 73 | 28 | 100 (highest) | 2 |
| Capital discipline | 0 | 44 | 24 | 78 (highest) |
| Price vs. high estimate | 603% above high estimate | 87% below high estimate (largest discount to high estimate) | No price data | 66% below high estimate |
| Market cap | $3.2B | $462008 | $10.5M | $1.5B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2024 | FY2025 | FY2025 |