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 | TWLO | NTWK | AMKR | OTEX |
|---|---|---|---|---|
| Moat Score (0–100) | 55 (highest) | 55 (highest) | 55 (highest) | 55 (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 | 80 | 74 | 44 | 89 (highest) |
| Pricing power | 84 | 71 | 23 | 100 (highest) |
| Returns on capital | 0 | 19 | 83 (highest) | 6 |
| Balance-sheet safety | 88 | 100 (highest) | 65 | 40 |
| Capital discipline | 24 | 13 | 62 (highest) | 40 |
| Price vs. high estimate | No price data | 66% above high estimate | 227% above high estimate | 39% below high estimate (largest discount to high estimate) |
| Market cap | $29.2B | $51.2M | $16.1B | $5.7B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |