Backtest · 2025 cohort

The widest moats of 2025, scored with only what was filed then.

Scored as of 2025-12-31 from the 10-Ks on file at that date — no later restatements, no hindsight. 2,092 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, 2026.

#CompanyMoatAs-of score1-yr return3-yr return5-yr return
1Meta Platforms, Inc.METAfrom FY2024 10-KWide moat99.3
2EDWARDS LIFESCIENCES CORPORATIONEWfrom FY2024 10-KWide moat99.1
3ALIGN TECHNOLOGY, INC.ALGNfrom FY2024 10-KWide moat98.8
4NetApp, Inc.NTAPfrom FY2025 10-KWide moat98.4
5MICROSOFT CORPORATIONMSFTfrom FY2025 10-KWide moat97.6
6F5, INC.FFIVfrom FY2025 10-KWide moat97.3
7FORTINET, INC.FTNTfrom FY2024 10-KWide moat97.3
8Moody’s CorporationMCOfrom FY2024 10-KWide moat97.2
9lululemon athletica inc.LULUfrom FY2025 10-KWide moat96.5
10IDEXX LABORATORIES INC /DEIDXXfrom FY2024 10-KWide moat96.4
11REGENERON PHARMACEUTICALS, INC.REGNfrom FY2024 10-KWide moat96.0
12Veeva Systems Inc.VEEVfrom FY2025 10-KWide moat95.4
13Lifevantage CorpLFVNfrom FY2025 10-KWide moat95.1
14GARMIN LTDGRMNfrom FY2024 10-KWide moat94.7
15ADOBE INC.ADBEfrom FY2024 10-KWide moat94.5
16Monster Beverage CorpMNSTfrom FY2024 10-KWide moat94.2
17LAM RESEARCH CORPORATIONLRCXfrom FY2025 10-KWide moat93.4
18ALPHABET INC.GOOGLfrom FY2024 10-KWide moat92.9
19UTAH MEDICAL PRODUCTS INCUTMDfrom FY2024 10-KWide moat92.8
20Abercrombie & Fitch Co.ANFfrom FY2025 10-KWide moat92.7
21QUALYS, INC.QLYSfrom FY2024 10-KWide moat92.7
22COPART, INC.CPRTfrom FY2025 10-KWide moat92.1
23Arista Networks, Inc.ANETfrom FY2024 10-KWide moat92.0
24Simpson Manufacturing Co., Inc.SSDfrom FY2024 10-KWide moat91.5
25MORNINGSTAR, INC.MORNfrom FY2024 10-KWide moat91.5
26Paycom Software, Inc.PAYCfrom FY2024 10-KWide moat91.4
27Doximity, Inc.DOCSfrom FY2025 10-KWide moat91.1
28INTUIT INC.INTUfrom FY2025 10-KWide moat90.9
29UBIQUITI INC.UIfrom FY2025 10-KWide moat90.6
30COLGATE-PALMOLIVE COMPANYCLfrom FY2024 10-KWide moat90.5
31WD-40 COMPANYWDFCfrom FY2025 10-KWide moat90.3
32ResMed Inc.RMDfrom FY2025 10-KWide moat90.2
33TERADYNE, INC.TERfrom FY2024 10-KWide moat90.0
34MONOLITHIC POWER SYSTEMS INCMPWRfrom FY2024 10-KWide moat89.8
35NVIDIA CORPNVDAfrom FY2025 10-KWide moat89.7
36YETI Holdings, Inc.YETIfrom FY2024 10-KWide moat89.6
37TRADE DESK, INC.TTDfrom FY2024 10-KWide moat89.5
38FASTENAL COFASTfrom FY2024 10-KWide moat89.4
39CORCEPT THERAPEUTICS INCCORTfrom FY2024 10-KWide moat89.4
40A. O. Smith CorporationAOSfrom FY2023 10-KWide moat89.2
41O Reilly Automotive IncORLYfrom FY2024 10-KWide moat89.1
42SIGA Technologies, Inc.SIGAfrom FY2024 10-KWide moat89.1
43REVOLVE GROUP, INC.RVLVfrom FY2024 10-KWide moat89.1
44Gartner, Inc.ITfrom FY2024 10-KWide moat88.8
45Omega Flex, Inc.OFLXfrom FY2024 10-KWide moat88.6
46IRADIMED CORPORATIONIRMDfrom FY2024 10-KWide moat88.6
47SUPERNUS PHARMACEUTICALS, INC.SUPNfrom FY2024 10-KWide moat88.4
48ALLISON TRANSMISSION HOLDINGS, INC.ALSNfrom FY2024 10-KWide moat88.4
49Cirrus Logic, Inc.CRUSfrom FY2025 10-KWide moat88.3
50Airbnb, Inc.ABNBfrom FY2024 10-KWide moat88.1
51JACK HENRY & ASSOCIATES, INC.JKHYfrom FY2025 10-KWide moat87.8
52DECKERS OUTDOOR CORPDECKfrom FY2025 10-KWide moat87.8
53ULTA BEAUTY, INC.ULTAfrom FY2025 10-KWide moat87.6
54APPLIED MATERIALS INC /DEAMATfrom FY2025 10-KWide moat87.3
55Cintas CorporationCTASfrom FY2025 10-KWide moat87.3
56Paychex, Inc.PAYXfrom FY2025 10-KWide moat87.2
57W.W. GRAINGER, INC.GWWfrom FY2024 10-KWide moat87.0
58C.H. ROBINSON WORLDWIDE, INC.CHRWfrom FY2024 10-KWide moat87.0
59Sprouts Farmers Market, Inc.SFMfrom FY2024 10-KWide moat86.8
60Fair Isaac CorpFICOfrom FY2025 10-KWide moat86.7
61UNITED THERAPEUTICS CorpUTHRfrom FY2024 10-KWide moat86.7
62MSCI INC.MSCIfrom FY2024 10-KWide moat86.7
63HERSHEY COHSYfrom FY2024 10-KWide moat86.6
64Intuitive Surgical, Inc.ISRGfrom FY2024 10-KWide moat86.6
65ROLLINS INCROLfrom FY2024 10-KWide moat86.3
66QUALCOMM INC/DEQCOMfrom FY2025 10-KWide moat86.0
67MANHATTAN ASSOCIATES, INC.MANHfrom FY2024 10-KWide moat86.0
68PROCTER & GAMBLE COPGfrom FY2025 10-KWide moat85.9
69Trex Company, Inc.TREXfrom FY2024 10-KWide moat85.9
70Snap-on IncSNAfrom FY2024 10-KWide moat85.7
71Medifast, Inc.MEDfrom FY2024 10-KWide moat85.7
72United Rentals, Inc.URIfrom FY2024 10-KWide moat85.7
73ELECTRONIC ARTS INC.EAfrom FY2025 10-KWide moat85.6
74TRACTOR SUPPLY CO /DE/TSCOfrom FY2024 10-KWide moat85.6
75FACTSET RESEARCH SYSTEMS INC.FDSfrom FY2025 10-KWide moat85.5
76T-Mobile US, Inc.TMUSfrom FY2024 10-KWide moat85.3
77Academy Sports and Outdoors, Inc.ASOfrom FY2025 10-KWide moat85.3
78SHUTTERSTOCK, INC.SSTKfrom FY2024 10-KWide moat85.2
79MURPHY USA INC.MUSAfrom FY2024 10-KWide moat84.8
80AUTODESK, INC.ADSKfrom FY2025 10-KWide moat84.6
81National Beverage Corp.FIZZfrom FY2025 10-KWide moat84.4
82Five Below, Inc.FIVEfrom FY2025 10-KWide moat84.4
83RALPH LAUREN CORPORATIONRLfrom FY2025 10-KWide moat84.3
84AGILENT TECHNOLOGIES, INC.Afrom FY2025 10-KWide moat84.1
85BRADY CORPBRCfrom FY2025 10-KWide moat83.9
86MANNATECH INCMTEXfrom FY2024 10-KWide moat83.9
87THE CHEESECAKE FACTORY INCORPORATEDCAKEfrom FY2024 10-KWide moat83.8
88COLUMBIA SPORTSWEAR COMPANYCOLMfrom FY2024 10-KWide moat83.8
89UNIVERSAL DISPLAY CORPORATIONOLEDfrom FY2024 10-KWide moat83.7
90LOGITECH INTERNATIONAL S.A.LOGIfrom FY2025 10-KWide moat83.7
91WILLIAMS-SONOMA, INC.WSMfrom FY2025 10-KWide moat83.6
92INTERPARFUMS, INC.IPARfrom FY2024 10-KWide moat83.5
93BOOZ ALLEN HAMILTON HOLDING CORPORATIONBAHfrom FY2025 10-KWide moat83.5
94AKAMAI TECHNOLOGIES, INC.AKAMfrom FY2024 10-KWide moat83.4
95SPS COMMERCE, INC.SPSCfrom FY2024 10-KWide moat83.4
96WINGSTOP INC.WINGfrom FY2024 10-KWide moat83.2
97PUBMATIC, INC.PUBMfrom FY2024 10-KWide moat83.1
98DONALDSON COMPANY, INC.DCIfrom FY2025 10-KWide moat83.0
99MOTOROLA SOLUTIONS, INC.MSIfrom FY2024 10-KWide moat83.0
100Apple Inc.AAPLfrom FY2025 10-KWide moat82.8
Berkshire Hathaway (BRK.B, total return)benchmark · total return (same basis)
S&P 500 (price return)benchmark · price return

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.