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.
| Measure | RFIL | SITM | ARLO | BLND |
|---|---|---|---|---|
| Moat Score (0–100) | 42 (highest) | 42 (highest) | 42 (highest) | 42 (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 | 53 | 50 | 70 (highest) | 30 |
| Pricing power | 21 | 76 | 15 | 80 (highest) |
| Returns on capital | 11 (highest) | 4 | 0 | 0 |
| Balance-sheet safety | 100 (highest) | 55 | 100 (highest) | 55 |
| Capital allocation | 24 | 24 | 24 | 44 (highest) |
| No price data | No price data | No price data | No price data | |
| Market cap | $133M | $14.6B | $1.4B | $433M |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filing date | FY2025 | FY2025 | FY2025 | FY2025 |