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.

Try AAPL vs MSFT vs KO, V vs MA, or COST vs WMT vs TGT.

REKR · Technology · No moat

23/ 100
No moat

Doesn't clear the bar

CIRC · Technology · No moat

23/ 100
No moat

Doesn't clear the bar

IVDA · Technology · No moat

23/ 100
No moat

Doesn't clear the bar

AAOI · Technology · No moat

23/ 100
No moat

Doesn't clear the bar

MeasureREKRCIRCIVDAAAOI
Moat Score (0–100)23 (highest)23 (highest)23 (highest)23 (highest)
Pricing power43 (highest)301117
Returns on capital0007 (highest)
Balance-sheet safety282855 (highest)55 (highest)
Capital discipline2444 (highest)44 (highest)24
Margin of safetyNo price dataNo price dataNo price dataNo price data
Market cap$78.4M$43.0M$1.5M$7.7B
Moat tierNo moatNo moatNo moatNo moat
Filings as ofFY2025FY2025FY2025FY2025
REKR vs CIRC vs IVDA vs AAOI — Moat Score Comparison · Buy Like Buffett