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.
STUB · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
CABO · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
AIFA · Communications · No moat
Doesn't clear the bar
The pricingPower component abstained: Not enough years of gross-margin data to score pricing power. The other four 20% weights were renormalized over the scored 80%.
| Measure | STUB | AD | CABO | AIFA |
|---|---|---|---|---|
| Moat Score (0–100) | 31 | 32 (highest) | 32 (highest) | 31 |
| Methodology version | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 |
| Business trend | 50 | 40 | 49 | 54 (highest) |
| Pricing power | — | 75 | — | — |
| Returns on capital | 12 | 0 | 31 (highest) | 0 |
| Balance-sheet safety | 28 (highest) | 28 (highest) | 0 | 28 (highest) |
| Capital discipline | 37 | 17 | 47 (highest) | 44 |
| Price vs. high estimate | 1227% above high estimate | 343% above high estimate | 91% below high estimate (largest discount to high estimate) | No price data |
| Market cap | $3.0B | $3.0B | $222.2M | $76.5M |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |