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.
SAIA · Industrials · Wide moat
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The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
LSTR · Industrials · Wide moat
On the watchlist
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
| Measure | SAIA | SNA | LSTR | ERII |
|---|---|---|---|---|
| Moat Score (0–100) | 82 | 83 (highest) | 83 (highest) | 82 |
| Methodology version | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 |
| Business trend | 98 (highest) | 80 | 72 | 82 |
| Pricing power | — | 78 | — | 93 (highest) |
| Returns on capital | 66 | 100 (highest) | 100 (highest) | 55 |
| Balance-sheet safety | 97 | 73 | 100 (highest) | 100 (highest) |
| Capital discipline | 70 | 83 (highest) | 58 | 81 |
| Price vs. high estimate | 79% above high estimate | 16% above high estimate (largest discount to high estimate) | 118% above high estimate | 64% above high estimate |
| Market cap | $11.4B | $21.1B | $7.2B | $447.8M |
| Moat tier | Wide moat | Wide moat | Wide moat | Wide moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |