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 | VERI | TWLO | VSH | CARS |
|---|---|---|---|---|
| Moat Score (0–100) | 47 | 48 (highest) | 47 | 47 |
| Pricing power | 91 | 84 | 35 | 100 (highest) |
| Returns on capital | 0 | 0 | 71 (highest) | 1 |
| Balance-sheet safety | 55 | 88 (highest) | 34 | 64 |
| Capital discipline | 44 (highest) | 24 | 44 (highest) | 20 |
| Margin of safety | No price data | No price data | No price data | 43% below value |
| Market cap | $94.5M | $31.5B | — | $703.0M |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |