Backtest · 2024 cohort

The widest moats of 2024, scored with only what was filed then.

Scored as of 2024-12-31 from the 10-Ks on file at that date — no later restatements, no hindsight. 1,999 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, 2025.

#CompanyMoatAs-of score1-yr return3-yr return5-yr return
1Medifast, Inc.MEDfrom FY2023 10-KWide moat99.9−40%
2ALIGN TECHNOLOGY, INC.ALGNfrom FY2023 10-KWide moat98.5−25%
3MICROSOFT CORPORATIONMSFTfrom FY2024 10-KWide moat98.014%
4FORTINET, INC.FTNTfrom FY2023 10-KWide moat97.2−18%
5Meta Platforms, Inc.METAfrom FY2023 10-KWide moat96.59%
6lululemon athletica inc.LULUfrom FY2024 10-KWide moat96.2−43%
7F5, INC.FFIVfrom FY2024 10-KWide moat96.12%
8REGENERON PHARMACEUTICALS, INC.REGNfrom FY2023 10-KWide moat96.09%
9COPART, INC.CPRTfrom FY2024 10-KWide moat96.0−33%
10Moody’s CorporationMCOfrom FY2023 10-KWide moat96.06%
11IDEXX LABORATORIES INC /DEIDXXfrom FY2023 10-KWide moat95.564%
12Veeva Systems Inc.VEEVfrom FY2024 10-KWide moat95.44%
13Paychex, Inc.PAYXfrom FY2024 10-KWide moat95.3−19%
14SHUTTERSTOCK, INC.SSTKfrom FY2023 10-KWide moat95.3−32%
15GARMIN LTDGRMNfrom FY2023 10-KWide moat95.21%
16TRADE DESK, INC.TTDfrom FY2023 10-KWide moat94.8−68%
17Monster Beverage CorpMNSTfrom FY2023 10-KWide moat94.346%
18DECKERS OUTDOOR CORPDECKfrom FY2024 10-KWide moat93.5−48%
19NetApp, Inc.NTAPfrom FY2024 10-KWide moat93.5−6%
20LAM RESEARCH CORPORATIONLRCXfrom FY2024 10-KWide moat93.2158%
21ADOBE INC.ADBEfrom FY2023 10-KWide moat92.9−24%
22UTAH MEDICAL PRODUCTS INCUTMDfrom FY2023 10-KWide moat92.5−6%
23Simpson Manufacturing Co., Inc.SSDfrom FY2023 10-KWide moat92.31%
24PUBMATIC, INC.PUBMfrom FY2023 10-KWide moat92.2−42%
25Arista Networks, Inc.ANETfrom FY2023 10-KWide moat92.020%
26ROLLINS INCROLfrom FY2023 10-KWide moat91.830%
27INTUIT INC.INTUfrom FY2024 10-KWide moat91.32%
28ALPHABET INC.GOOGLfrom FY2023 10-KWide moat91.167%
29TERADYNE, INC.TERfrom FY2023 10-KWide moat91.065%
30QUALCOMM INC/DEQCOMfrom FY2024 10-KWide moat90.915%
31Omega Flex, Inc.OFLXfrom FY2023 10-KWide moat90.8−26%
32O Reilly Automotive IncORLYfrom FY2023 10-KWide moat90.314%
33Doximity, Inc.DOCSfrom FY2024 10-KWide moat90.2−19%
34NVIDIA CORPNVDAfrom FY2024 10-KWide moat90.037%
35IRADIMED CORPORATIONIRMDfrom FY2023 10-KWide moat89.977%
36GRACO INC.GGGfrom FY2023 10-KWide moat89.80%
37FASTENAL COFASTfrom FY2023 10-KWide moat89.816%
38WD-40 COMPANYWDFCfrom FY2024 10-KWide moat89.7−17%
39SYNOPSYS INCSNPSfrom FY2024 10-KWide moat89.3−0%
40A. O. Smith CorporationAOSfrom FY2023 10-KWide moat89.24%
41QUALYS, INC.QLYSfrom FY2023 10-KWide moat89.2−6%
42ResMed Inc.RMDfrom FY2024 10-KWide moat89.18%
43Gartner, Inc.ITfrom FY2023 10-KWide moat89.0−51%
44AUTODESK, INC.ADSKfrom FY2024 10-KWide moat89.0−2%
45ELECTRONIC ARTS INC.EAfrom FY2024 10-KWide moat88.741%
46JACK HENRY & ASSOCIATES, INC.JKHYfrom FY2024 10-KWide moat88.54%
47Paycom Software, Inc.PAYCfrom FY2023 10-KWide moat88.5−24%
48REVOLVE GROUP, INC.RVLVfrom FY2023 10-KWide moat88.5−12%
49MONOLITHIC POWER SYSTEMS INCMPWRfrom FY2023 10-KWide moat88.459%
50WILLIAMS-SONOMA, INC.WSMfrom FY2024 10-KWide moat88.12%
51Airbnb, Inc.ABNBfrom FY2023 10-KWide moat88.11%
52SLEEP NUMBER CORPORATIONSNBRQfrom FY2023 10-KWide moat88.0
53Lifevantage CorpLFVNfrom FY2024 10-KWide moat88.0−65%
54UBIQUITI INC.UIfrom FY2024 10-KWide moat87.969%
55SAKER AVIATION SERVICES, INC.SKASfrom FY2023 10-KWide moat87.8−7%
56Cirrus Logic, Inc.CRUSfrom FY2024 10-KWide moat87.620%
57UNIVERSAL DISPLAY CORPORATIONOLEDfrom FY2023 10-KWide moat87.6−17%
58ULTA BEAUTY, INC.ULTAfrom FY2024 10-KWide moat87.644%
59YETI Holdings, Inc.YETIfrom FY2023 10-KWide moat87.320%
60Viemed Healthcare, Inc.VMDfrom FY2023 10-KWide moat87.0−11%
61APPLIED MATERIALS INC /DEAMATfrom FY2024 10-KWide moat86.866%
62FACTSET RESEARCH SYSTEMS INC.FDSfrom FY2024 10-KWide moat86.8−40%
63COLUMBIA SPORTSWEAR COMPANYCOLMfrom FY2023 10-KWide moat86.8−31%
64Cintas CorporationCTASfrom FY2024 10-KWide moat86.42%
65FIGS, Inc.FIGSfrom FY2023 10-KWide moat86.493%
66Snap-on IncSNAfrom FY2023 10-KWide moat86.38%
67SKYWORKS SOLUTIONS, INC.SWKSfrom FY2024 10-KWide moat86.2−24%
68Robert Half Inc.RHIfrom FY2023 10-KWide moat86.1−58%
69TRACTOR SUPPLY CO /DE/TSCOfrom FY2023 10-KWide moat86.1−1%
70Intuitive Surgical, Inc.ISRGfrom FY2023 10-KWide moat86.07%
71MANHATTAN ASSOCIATES, INC.MANHfrom FY2023 10-KWide moat86.0−38%
72BLOOMIN’ BRANDS, INC.BLMNfrom FY2023 10-KWide moat86.0−44%
73W.W. GRAINGER, INC.GWWfrom FY2023 10-KWide moat85.9−3%
74CORCEPT THERAPEUTICS INCCORTfrom FY2023 10-KWide moat85.9−24%
75United Rentals, Inc.URIfrom FY2023 10-KWide moat85.824%
76DESTINY MEDIA TECHNOLOGIES INC.DSNYfrom FY2024 10-KWide moat85.5−31%
77ALLISON TRANSMISSION HOLDINGS, INC.ALSNfrom FY2023 10-KWide moat85.4−7%
78BRUKER CORPORATIONBRKRfrom FY2023 10-KWide moat85.3−18%
79MSCI INC.MSCIfrom FY2023 10-KWide moat85.3−4%
80Trex Company, Inc.TREXfrom FY2023 10-KWide moat85.2−48%
81EDWARDS LIFESCIENCES CORPORATIONEWfrom FY2023 10-KWide moat85.118%
82Atlas Energy Solutions Inc.AESIfrom FY2023 10-KWide moat85.1−55%
83Tapestry, Inc.TPRfrom FY2024 10-KWide moat85.0100%
84Fair Isaac CorpFICOfrom FY2024 10-KWide moat84.8−18%
85UNITED THERAPEUTICS CorpUTHRfrom FY2023 10-KWide moat84.838%
86Sprouts Farmers Market, Inc.SFMfrom FY2023 10-KWide moat84.8−39%
87Corpay, IncCPAYfrom FY2023 10-KWide moat84.7−12%
88ALARM.COM HOLDINGS, INC.ALRMfrom FY2023 10-KWide moat84.7−14%
89Academy Sports and Outdoors, Inc.ASOfrom FY2024 10-KWide moat84.7−7%
90PROCTER & GAMBLE COPGfrom FY2024 10-KWide moat84.6−12%
91BRADY CORPBRCfrom FY2024 10-KWide moat84.48%
92ACUITY INC.AYIfrom FY2024 10-KWide moat84.225%
93National Beverage Corp.FIZZfrom FY2024 10-KWide moat84.1−25%
94Five Below, Inc.FIVEfrom FY2024 10-KWide moat84.195%
95MURPHY USA INC.MUSAfrom FY2023 10-KWide moat84.1−17%
96DONALDSON COMPANY, INC.DCIfrom FY2024 10-KWide moat84.036%
97HERSHEY COHSYfrom FY2023 10-KWide moat84.012%
98TEXAS INSTRUMENTS INCORPORATEDTXNfrom FY2023 10-KWide moat84.0−2%
99AGILENT TECHNOLOGIES, INC.Afrom FY2024 10-KWide moat84.04%
100MORNINGSTAR, INC.MORNfrom FY2023 10-KWide moat84.0−36%
Berkshire Hathaway (BRK.B, total return)benchmark · total return (same basis)10%
S&P 500 (price return)benchmark · price return17%

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.