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 | RBLX | THRY | CEVA | ASAN |
|---|---|---|---|---|
| Moat Score (0–100) | 46 (highest) | 46 (highest) | 46 (highest) | 46 (highest) |
| Pricing power | 100 (highest) | 98 | 100 (highest) | 100 (highest) |
| Returns on capital | 0 | 29 (highest) | 0 | 0 |
| Balance-sheet safety | 55 (highest) | 20 | 55 (highest) | 55 (highest) |
| Capital discipline | 24 (highest) | 20 | 24 (highest) | 24 (highest) |
| Margin of safety | No price data | 106% above value | No price data | No price data |
| Market cap | $36.6B | $168.5M | $1.0B | — |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2026 |