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.
SAMG · Other · Shallow 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%.
LAZ · Other · Shallow moat
Doesn't clear the bar
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 | SAMG | RILY | LAZ | ZSQR |
|---|---|---|---|---|
| Moat Score (0–100) | 53 (highest) | 53 (highest) | 53 (highest) | 52 |
| Methodology version | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 | moat-index@3.0.0 |
| Business trend | 33 | 15 | 24 | 70 (highest) |
| Pricing power | — | 94 (highest) | — | 92 |
| Returns on capital | 100 (highest) | 96 | 97 | 0 |
| Balance-sheet safety | 73 (highest) | 0 | 51 | 55 |
| Capital allocation | 5 | 60 (highest) | 40 | 44 |
| 30% below value if growth stopped today (largest discount to value if growth stopped today) | No price data | 30% above value if growth stopped today | No price data | |
| Market cap | $93.3M | $141M | $4.0B | $23.2M |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filing date | FY2025 | FY2025 | FY2025 | FY2025 |