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.
FTAI · Technology · 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%.
| Measure | RBLX | S | FTAI | BMBL |
|---|---|---|---|---|
| Moat Score (0–100) | 47 (highest) | 47 (highest) | 47 (highest) | 47 (highest) |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 55 | 65 | 75 (highest) | 42 |
| Pricing power | 100 (highest) | 92 | 70 | 100 (highest) |
| Returns on capital | 0 (highest) | 0 (highest) | — | 0 (highest) |
| Balance-sheet safety | 55 (highest) | 55 (highest) | 19 | 28 |
| Capital allocation | 24 | 24 | 24 | 64 (highest) |
| No price data | No price data | 817% above value if growth stopped today | No price data | |
| Market cap | $33.7B | $6.0B | $22.2B | $309M |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filing date | FY2025 | FY2026 | FY2025 | FY2025 |