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 | SYY | AAON | IESC | ACLS |
|---|---|---|---|---|
| Moat Score (0–100) | 75 (highest) | 75 (highest) | 75 (highest) | 75 (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 | 100 (highest) | 90 | 95 | 67 |
| Pricing power | 35 | 41 | 19 | 69 (highest) |
| Returns on capital | 81 | 100 (highest) | 71 | 93 |
| Balance-sheet safety | 58 | 100 (highest) | 100 (highest) | 73 |
| Capital discipline | 100 (highest) | 46 | 90 | 72 |
| Price vs. high estimate | 25% above high estimate | 602% above high estimate | 475% above high estimate | 24% above high estimate (largest discount to high estimate) |
| Market cap | $39.7B | $8.4B | $12.4B | $4.1B |
| Moat tier | Narrow moat | Narrow moat | Narrow moat | Narrow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |