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 | RELL | MGPI | KMT | AZZ |
|---|---|---|---|---|
| Moat Score (0–100) | 39 (highest) | 39 (highest) | 39 (highest) | 38 |
| Pricing power | 56 (highest) | 25 | 50 | 36 |
| Returns on capital | 7 | 71 (highest) | 16 | 22 |
| Balance-sheet safety | 55 (highest) | 28 | 42 | 43 |
| Capital discipline | 44 | 24 | 53 | 60 (highest) |
| Margin of safety | No price data | 63% below value (highest margin of safety) | Around fair value | 141% above value |
| Market cap | — | $380.3M | $2.6B | $4.4B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2026 |