Backtest · 2013 cohort

The widest moats of 2013, scored with only what was filed then.

Scored as of 2013-12-31 from the 10-Ks on file at that date — no later restatements, no hindsight. 922 companies scored; the table lists the 100 widest by as-of moat composite. The forward returns below were joined afterward: entry is the first market close on or after Jan 1, 2014.

#CompanyMoatAs-of score1-yr return3-yr return5-yr return
1MYRIAD GENETICS, INC.MYGNfrom FY2013 10-KWide moat100.059%−22%34%
2Medifast, Inc.MEDfrom FY2012 10-KWide moat99.524%67%428%
3HERBALIFE LTD.HLFfrom FY2012 10-KWide moat99.4−53%−38%49%
4MANHATTAN ASSOCIATES, INC.MANHfrom FY2012 10-KWide moat98.435%86%44%
5NU SKIN ENTERPRISES, INC.NUSfrom FY2012 10-KWide moat98.3−69%−61%−49%
6Fossil Group, Inc.FOSLfrom FY2012 10-KWide moat98.2−7%−78%−86%
7ResMed Inc.RMDfrom FY2013 10-KWide moat98.126%43%166%
8Oracle CorporationORCLfrom FY2013 10-KWide moat98.119%7%28%
9THE CHEESECAKE FACTORY INCORPORATEDCAKEfrom FY2012 10-KWide moat98.06%30%−2%
10C.H. ROBINSON WORLDWIDE, INC.CHRWfrom FY2012 10-KWide moat98.031%35%61%
11RALPH LAUREN CORPORATIONRLfrom FY2013 10-KWide moat96.26%−46%−34%
12Gartner, Inc.ITfrom FY2012 10-KWide moat96.120%43%80%
13UNITED-GUARDIAN, INC.UGfrom FY2012 10-KWide moat96.0−28%−37%−15%
14THE BOSTON BEER COMPANY, INC.SAMfrom FY2012 10-KWide moat96.026%−23%6%
15Estee Lauder Companies IncELfrom FY2013 10-KWide moat96.04%9%91%
16TRIPADVISOR, INC.TRIPfrom FY2012 10-KWide moat95.9−7%−41%−33%
17Cirrus Logic, Inc.CRUSfrom FY2013 10-KWide moat95.618%184%70%
18Tapestry, Inc.TPRfrom FY2013 10-KWide moat95.6−31%−29%−27%
19F5, INC.FFIVfrom FY2013 10-KWide moat95.247%63%81%
20Intuitive Surgical, Inc.ISRGfrom FY2012 10-KWide moat94.938%69%268%
21ADVANCE AUTO PARTS, INC.AAPfrom FY2012 10-KWide moat94.945%56%45%
22ZIFF DAVIS, INC.ZDfrom FY2012 10-KWide moat94.826%76%53%
23HASBRO, INC.HASfrom FY2012 10-KWide moat94.44%59%66%
24STRYKER CORPSYKfrom FY2012 10-KWide moat94.428%67%121%
25USANA HEALTH SCIENCES, INC.USNAfrom FY2012 10-KWide moat94.433%62%203%
26TERADATA CORP /DE/TDCfrom FY2012 10-KWide moat94.2−2%−38%−16%
27IDEXX LABORATORIES INC /DEIDXXfrom FY2012 10-KWide moat93.940%124%247%
28PRICE T ROWE GROUP INCTROWfrom FY2012 10-KWide moat93.86%2%30%
29VERA BRADLEY, INC.VRAfrom FY2013 10-KWide moat93.8−17%−50%−63%
30INTUIT INC.INTUfrom FY2013 10-KWide moat93.421%56%170%
31OneSpan Inc.OSPNfrom FY2012 10-KWide moat93.1260%85%70%
32MICROSOFT CORPORATIONMSFTfrom FY2013 10-KWide moat93.029%83%207%
33lululemon athletica inc.LULUfrom FY2013 10-KWide moat92.8−6%14%111%
34Monster Beverage CorpMNSTfrom FY2012 10-KWide moat92.362%105%119%
35DECKERS OUTDOOR CORPDECKfrom FY2012 10-KWide moat92.37%−31%54%
36COLGATE-PALMOLIVE COMPANYCLfrom FY2012 10-KWide moat92.110%9%3%
37GLOBUS MEDICAL, INC.GMEDfrom FY2012 10-KWide moat92.020%26%101%
38WHERE FOOD COMES FROM, INC.WFCFfrom FY2012 10-KWide moat92.043%2%2%
39CLEARONE INCCLROfrom FY2012 10-KWide moat91.69%28%−85%
40BIOGEN INC.BIIBfrom FY2012 10-KWide moat91.522%4%9%
41TANDY LEATHER FACTORY, INCTLFfrom FY2012 10-KWide moat91.4−7%−16%−37%
42UNDER ARMOUR, INC.UAAfrom FY2012 10-KWide moat91.254%37%−18%
43CUMBERLAND PHARMACEUTICALS INCCPIXfrom FY2012 10-KWide moat91.119%14%25%
44FASTENAL COFASTfrom FY2012 10-KWide moat90.54%9%23%
45NORDSON CORPORATIONNDSNfrom FY2013 10-KWide moat90.28%60%68%
46SLEEP NUMBER CORPORATIONSNBRQfrom FY2012 10-KWide moat90.2
47INTEL CORPINTCfrom FY2012 10-KWide moat89.145%56%111%
48BIO-TECHNE CorpTECHfrom FY2013 10-KWide moat88.7−2%13%60%
49Simulations Plus, Inc.SLPfrom FY2013 10-KWide moat88.537%92%337%
50WILLIAMS-SONOMA, INC.WSMfrom FY2013 10-KWide moat88.430%−10%−3%
51AUTOZONE INCAZOfrom FY2013 10-KWide moat88.430%67%77%
52Johnson & JohnsonJNJfrom FY2012 10-KWide moat88.018%38%61%
53INTERPARFUMS, INC.IPARfrom FY2012 10-KWide moat88.0−20%1%107%
54AMERICAN EAGLE OUTFITTERS INCAEOfrom FY2013 10-KWide moat87.7−3%16%54%
55MSC INDUSTRIAL DIRECT CO., INC.MSMfrom FY2013 10-KWide moat87.76%27%9%
56WD-40 COMPANYWDFCfrom FY2013 10-KWide moat87.616%66%161%
57Capri Holdings LtdCPRIfrom FY2013 10-KWide moat87.4−9%−48%−53%
58QUALCOMM INC/DEQCOMfrom FY2013 10-KWide moat87.23%−3%−9%
59TruBridge, Inc.TBRGfrom FY2012 10-KWide moat87.23%−55%−49%
60BUCKLE, INCBKEfrom FY2013 10-KWide moat87.18%−45%−45%
61eBay Inc.EBAYfrom FY2012 10-KWide moat86.84%31%27%
62MATTEL INC /DE/MATfrom FY2012 10-KWide moat86.5−33%−30%−75%
63FORTINET, INC.FTNTfrom FY2012 10-KWide moat86.462%58%267%
64JACK HENRY & ASSOCIATES, INC.JKHYfrom FY2013 10-KWide moat86.29%60%127%
65TYLER TECHNOLOGIES, INC.TYLfrom FY2012 10-KWide moat86.26%43%80%
66KORU MEDICAL SYSTEMS, INC.KRMDfrom FY2013 10-KWide moat85.9125%125%655%
67EPAM SYSTEMS, INC.EPAMfrom FY2012 10-KWide moat85.934%83%229%
68LIVEPERSON, INC.LPSNfrom FY2012 10-KWide moat85.6−7%−49%27%
69GAP, INCGAPfrom FY2013 10-KWide moat85.311%−33%−23%
70NETSCOUT SYSTEMS, INC.NTCTfrom FY2013 10-KWide moat85.326%11%−18%
71VERU INC.VERUfrom FY2013 10-KWide moat85.2−53%−89%−83%
72Booking Holdings Inc.BKNGfrom FY2012 10-KWide moat85.0−0%29%50%
73DELUXE CORPDLXfrom FY2012 10-KWide moat84.824%50%−15%
74NetApp, Inc.NTAPfrom FY2013 10-KWide moat84.74%−6%65%
75DOLLAR TREE, INC.DLTRfrom FY2013 10-KWide moat84.625%37%62%
76JOHN WILEY & SONS, INC.WLYfrom FY2013 10-KWide moat84.512%8%−1%
77NORTHROP GRUMMAN CORP /DE/NOCfrom FY2012 10-KWide moat84.532%119%137%
78TILE SHOP HOLDINGS, INC.TTSHfrom FY2012 10-KWide moat84.3−51%11%−66%
79COPART, INC.CPRTfrom FY2013 10-KWide moat84.2−0%52%160%
80SPOK HOLDINGS, INC.SPOKfrom FY2012 10-KWide moat84.227%71%14%
81GILEAD SCIENCES, INC.GILDfrom FY2012 10-KWide moat84.026%2%−7%
82LIFELOC TECHNOLOGIES, INC.LCTCfrom FY2012 10-KWide moat84.0547%213%122%
83COCA COLA COKOfrom FY2012 10-KWide moat83.87%13%36%
84DONALDSON COMPANY, INC.DCIfrom FY2013 10-KWide moat83.8−9%4%9%
85S&P Global Inc.SPGIfrom FY2012 10-KWide moat83.816%45%133%
86Analog Devices, Inc.ADIfrom FY2013 10-KWide moat83.716%60%98%
87Apple Inc.AAPLfrom FY2013 10-KWide moat83.741%56%119%
88FLOWSERVE CORPFLSfrom FY2012 10-KWide moat83.5−22%−34%−47%
89CISCO SYSTEMS, INC.CSCOfrom FY2013 10-KWide moat83.529%51%127%
90Urban Outfitters, Inc.URBNfrom FY2013 10-KWide moat83.5−7%−24%−12%
91IMAX CorporationIMAXfrom FY2012 10-KWide moat83.53%10%−36%
92Carter's, Inc.CRIfrom FY2012 10-KWide moat83.520%24%20%
93Cimpress plcCMPRfrom FY2013 10-KWide moat83.334%69%91%
94THE SHERWIN-WILLIAMS COMPANYSHWfrom FY2012 10-KWide moat83.245%55%126%
95MORNINGSTAR, INC.MORNfrom FY2012 10-KWide moat83.1−16%−2%46%
96BECTON DICKINSON & COBDXfrom FY2013 10-KWide moat82.831%59%118%
97AGILENT TECHNOLOGIES, INC.Afrom FY2013 10-KWide moat82.82%19%72%
98Gen Digital Inc.GENfrom FY2013 10-KWide moat82.712%37%10%
99ABBOTT LABORATORIESABTfrom FY2012 10-KWide moat82.620%9%103%
1003M COMPANYMMMfrom FY2012 10-KWide moat82.222%39%57%
Berkshire Hathaway (BRK.B, total return)benchmark · total return (same basis)27%39%73%
S&P 500 (price return)benchmark · price return12%23%37%

Two benchmarks, and we’re careful about the basis. Company returns are total returns (dividends reinvested). Berkshire Hathaway (BRK.B, total return) is on the same total-return basis — the fair, like-for-like comparison (Berkshire pays no dividend, so its dividend-adjusted and price series coincide). The S&P 500 (price return) is a price index that excludes dividends and so understates the market by roughly its dividend yield — shown for reference, not as a fair bar. A “—” is an unfinished forward window or a name without joined returns, never a zero. Where a name stopped trading mid-window it reports null with a note, never a guessed return.

The caveats, in the engine’s own words

  • Point-in-time reconstruction: each score uses only SEC filings on file by Dec 31 of the cohort year; restatements filed later are ignored, and filers with December fiscal year-ends are scored off the prior fiscal year (their 10-K arrives the following spring).
  • Survivorship bias: unless delisted companies were ingested explicitly by CIK, the cohort is drawn from companies still filing with the SEC today — names that failed or delisted since are missing, which flatters any forward-looking comparison. Companies whose filings had already gone stale at the cutoff are computed but excluded from the ranking (the stale count). The same caveat extends to returns: a name that stopped trading mid-window reports null with a note, never a guessed return through its delisting. Price histories are keyed by each company's ticker symbol as of today; a symbol that changed hands between issuers during a window can misattribute price history.
  • Scores are business-quality only: no prices feed them, so valuation, margin of safety, and price-dependent verdicts are absent. Forward returns are a separate join of market data made after scoring and never influence any score.
  • Forward returns start strictly after the information cutoff: entry is the first trading close on or after Jan 1 of the year following the cohort year, and each 1y/3y/5y window runs anchor-to-anchor to the first trading close of the corresponding later year. Windows that have not fully elapsed are null — never annualized or extrapolated from a partial period.
  • Return basis honesty: company returns are total returns (split-adjusted closes with dividends reinvested at the ex-date); the S&P 500 benchmark is the ^GSPC price index, which excludes dividends and therefore understates the index by roughly its dividend yield in any comparison. A second benchmark, Berkshire Hathaway (BRK.B), is computed on the SAME total-return basis as the companies — Berkshire pays no dividend, so its dividend-adjusted series equals its price series, and the same code path is used so the comparison is strictly like-for-like. Each record labels its own returnBasis.
  • Educational, not investment advice. Hindsight makes every backtest look wiser than anyone could have been at the time.