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.

Try AAPL vs MSFT vs KO, V vs MA, or COST vs WMT vs TGT.

SBC · Healthcare · Wide moat

91/ 100
Wide moat

Wonderful & reasonably priced

INVA · Healthcare · Wide moat

94/ 100
Wide moat

Wonderful & reasonably priced

UTMD · Healthcare · Wide moat

93/ 100
Wide moat

On the watchlist

TER · Healthcare · Wide moat

91/ 100
Wide moat

On the watchlist

MeasureSBCINVAUTMDTER
Moat Score (0–100)9194 (highest)9391
Pricing power100 (highest)98100 (highest)97
Returns on capital100 (highest)100 (highest)100 (highest)97
Balance-sheet safety100 (highest)75100 (highest)100 (highest)
Capital discipline56100 (highest)6664
Margin of safety63% below value (highest margin of safety)34% below value41% above value717% above value
Market cap$315.9M$1.6B$222.4M$50.3B
Moat tierWide moatWide moatWide moatWide moat
Filings as ofFY2025FY2025FY2025FY2025