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 | TROX | ITP | CLW | GEVO |
|---|---|---|---|---|
| Moat Score (0–100) | 9 | 10 (highest) | 10 (highest) | 9 |
| Pricing power | 8 (highest) | 0 | 0 | 0 |
| Returns on capital | 7 (highest) | 0 | 4 | 0 |
| Balance-sheet safety | 0 | 50 (highest) | 0 | 0 |
| Capital discipline | 24 | 0 | 44 (highest) | 44 (highest) |
| Margin of safety | No price data | No price data | No price data | No price data |
| Market cap | $926.0M | $1.9M | — | $395.2M |
| Moat tier | No moat | No moat | No moat | No moat |
| Filings as of | FY2025 | FY2024 | FY2025 | FY2025 |