Wide-moat tech, on sale.
Technology sector · Wide tier (score 80–100) · price at or below our estimate
Technology moats are legible in filings: recurring software revenue and platform lock-in show up directly as the high, stable gross margins and persistent returns on capital the methodology rewards. But known quality tends to be priced richly here, so the overlap of “Wide tier” and “at or below our conservative owner-earnings estimate” is thin — 5 names today.
One honest caution: our estimate deliberately caps assumed growth, which makes it most conservative exactly where growth expectations are highest. A tech name appearing here means the numbers already filed with the SEC support the price — not that the market is wrong about the rest. The full sector picture is on the Technology hub.
Open these filters in the interactive screener →
That link pre-sets the screener to: Technology sector, Wide tier only, margin of safety 0% or better.
- Matches today
- 5
- Wide moats
- 5
- Median Moat Score
- 83
- Screened from
- 2,036
2 companies meet this screen’s quality bar but have no current price data, so they can’t be tested against value and aren’t listed.
5 companies clear the screen
Ranked by discount to our estimate, largest first.
| Watchlist | # | Company | Ticker | Mkt cap | Moat Score | Moat | Margin of safety |
|---|---|---|---|---|---|---|---|
| 1 | SHUTTERSTOCK, INC. | SSTK | $263.3M | 82.7 | Wide moat | 77% below value | |
| 2 | HERITAGE GLOBAL INC. | HGBL | $42.7M | 82.0 | Wide moat | 58% below value | |
| 3 | RCM TECHNOLOGIES, INC. | RCMT | $203.6M | 80.1 | Wide moat | 32% below value | |
| 4 | WEX Inc. | WEX | $5.6B | 84.4 | Wide moat | 22% below value | |
| 5 | ADOBE INC. | ADBE | $98.0B | 94.5 | Wide moat | 8% below value |
Where these names sit
Technology (5)
Each sector link opens that industry’s full moat ranking. All sectors: the sector hubs.