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 | SITM | FOUR | UMAC | ARLO |
|---|---|---|---|---|
| Moat Score (0–100) | 42 (highest) | 42 (highest) | 42 (highest) | 42 (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 | 50 | 93 (highest) | 70 | 70 |
| Pricing power | 76 (highest) | 37 | 41 | 15 |
| Returns on capital | 4 (highest) | 0 | 0 | 0 |
| Balance-sheet safety | 55 | 0 | 55 | 100 (highest) |
| Capital discipline | 24 | 80 (highest) | 44 | 24 |
| Price vs. high estimate | No price data | No price data | No price data | No price data |
| Market cap | $14.6B | Not reported | $731M | $1.4B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |