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 | VS | LPSN | EXFY | ARLO |
|---|---|---|---|---|
| Moat Score (0–100) | 43 (highest) | 43 (highest) | 43 (highest) | 43 (highest) |
| Methodology version | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 | moat-index@2.0.0 |
| Business trend | 57 | 46 | 50 | 76 (highest) |
| Pricing power | 59 | 98 (highest) | 94 | 15 |
| Returns on capital | 0 (highest) | 0 (highest) | 0 (highest) | 0 (highest) |
| Balance-sheet safety | 55 | 28 | 28 | 100 (highest) |
| Capital discipline | 44 (highest) | 44 (highest) | 44 (highest) | 24 |
| Price vs. high estimate | No price data | No price data | No price data | No price data |
| Market cap | $7.4M | $19.5M | $164.3M | $1.4B |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |