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.
| Measure | TBRG | ICHR | DFLI | TLS |
|---|---|---|---|---|
| Moat Score (0–100) | 28 (highest) | 28 (highest) | 28 (highest) | 28 (highest) |
| Pricing power | 85 (highest) | 15 | 28 | 59 |
| Returns on capital | 3 | 45 (highest) | 0 | 0 |
| Balance-sheet safety | 0 | 28 | 55 (highest) | 28 |
| Capital discipline | 8 | 24 | 44 (highest) | 24 |
| Margin of safety | No price data | No price data | No price data | No price data |
| Market cap | — | $2.9B | $17.6M | $344.2M |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |