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.
| Measure | SEB | KALU | VELO | LGIH |
|---|---|---|---|---|
| Moat Score (0–100) | 31 (highest) | 31 (highest) | 31 (highest) | 31 (highest) |
| 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 | 68 (highest) | 55 | 10 |
| Pricing power | 6 | 1 | 0 | 40 (highest) |
| Returns on capital | 0 | 11 | 0 | 42 (highest) |
| Balance-sheet safety | 39 | 13 | 55 (highest) | 40 |
| Capital allocation | 76 (highest) | 62 | 44 | 21 |
| 19% below value if growth stopped today | 262% above value if growth stopped today | No price data | 37% below value if growth stopped today (largest discount to value if growth stopped today) | |
| Market cap | $4.5B | $2.6B | $238M | $1.4B |
| Moat tier | No moat | No moat | No moat | No moat |
| Filing date | FY2025 | FY2025 | FY2025 | FY2025 |