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 | ZETA | IIIV | NTNX | CLFD |
|---|---|---|---|---|
| Moat Score (0–100) | 56 (highest) | 56 (highest) | 56 (highest) | 56 (highest) |
| Pricing power | 100 (highest) | 63 | 91 | 53 |
| Returns on capital | 0 | 4 | 0 | 35 (highest) |
| Balance-sheet safety | 86 | 100 (highest) | 100 (highest) | 100 (highest) |
| Capital discipline | 44 | 80 (highest) | 44 | 48 |
| Margin of safety | No price data | 115% above value | No price data | 85% above value (highest margin of safety) |
| Market cap | $4.8B | $708.0M | — | $424.0M |
| Moat tier | Shallow moat | Shallow moat | Shallow moat | Shallow moat |
| Filings as of | FY2025 | FY2025 | FY2025 | FY2025 |