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.
SCTH · Consumer Discretionary · Shallow moat
Doesn't clear the bar
GBX · Consumer Discretionary · Shallow moat
Doesn't clear the bar
AERT · Consumer Discretionary · Shallow moat
Doesn't clear the bar
| Measure | SCTH | CTM | GBX | AERT |
|---|---|---|---|---|
| Moat Score (0–100) | 45 (highest) | 45 (highest) | 45 (highest) | 45 (highest) |
| Methodology version | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 |
| Business trend | 70 | 62 | 85 (highest) | 37 |
| Pricing power | 72 (highest) | 66 | 0 | 38 |
| Returns on capital | 0 | 0 | 59 (highest) | 0 |
| Balance-sheet safety | 40 | 55 | 59 | 71 (highest) |
| Capital discipline | 44 | 44 | 23 | 80 (highest) |
| Price vs. high estimate | No price data | No price data | 46% above high estimate (largest discount to high estimate) | 1162% above high estimate |
| Market cap | $665.8M | $60.1M | $1.5B | $318.1M |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2026 |