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 | TWLO | MEI | AMBA | VSH |
|---|---|---|---|---|
| Moat Score (0–100) | 48 (highest) | 48 (highest) | 48 (highest) | 47 |
| Pricing power | 84 | 26 | 99 (highest) | 35 |
| Returns on capital | 0 | 54 | 7 | 71 (highest) |
| Balance-sheet safety | 88 | 100 (highest) | 55 | 34 |
| Capital discipline | 24 | 20 | 24 | 44 (highest) |
| Margin of safety | No price data | No price data | No price data | No price data |
| Market cap | $31.5B | — | $2.7B | — |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2026 | FY2026 | FY2025 |