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.
MTSI · Technology · Shallow moat
Doesn't clear the bar
| Measure | SMSI | DDOG | PCOR | MTSI |
|---|---|---|---|---|
| Moat Score (0–100) | 44 (highest) | 44 (highest) | 44 (highest) | 44 (highest) |
| Pricing power | 93 | 100 (highest) | 100 (highest) | 79 |
| Returns on capital | 7 (highest) | 0 | 0 | 4 |
| Balance-sheet safety | 28 | 28 | 28 | 72 (highest) |
| Capital discipline | 44 (highest) | 44 (highest) | 44 (highest) | 24 |
| Margin of safety | No price data | No price data | No price data | 1406% above value |
| Market cap | $66.8M | — | $7.0B | $19.9B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |