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.
LRDC · Materials · No 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 | RYAM | LRDC | ACDC | TROX |
|---|---|---|---|---|
| Moat Score (0–100) | 12 | 13 (highest) | 12 | 10 |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 32 (highest) | 0 | 7 | 20 |
| Pricing power | 0 | 0 | 30 (highest) | 8 |
| Returns on capital | 4 (highest) | — | 0 | 0 |
| Balance-sheet safety | 0 | 28 (highest) | 0 | 0 |
| Capital allocation | 24 (highest) | 24 (highest) | 24 (highest) | 24 (highest) |
| No price data | No price data | 515% above value if growth stopped today | No price data | |
| Market cap | $476M | $59M | $745M | $561M |
| Moat tier | No moat | No moat | No moat | No moat |
| Filing date | FY2025 | FY2026 | FY2025 | FY2025 |