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Browse by Moat Type

Grouped by the mechanism that defends excess returns, not by industry sector. A single company can carry multiple moats β€” when it does, the effect is multiplicative, not additive.

231 analyzed companies Β· 80 carry 2+ moats

How to use the moat map

This page groups companies by the source of competitive advantage rather than by sector. Brand moats usually depend on pricing power and customer habit; switching-cost moats come from embedded workflows, data migration, or contracts; network effects depend on the product becoming more useful as participation grows.

Each moat page combines the relevant companies with their earnings quality, overall score, and other moat tags. That keeps a high-margin company from being mistaken for a durable compounder and highlights businesses where multiple advantages reinforce each other.

A moat tag is not a buy rating, and it is not meant to be permanent. It is a research starting point: first identify where the advantage may come from, then go back to the 10-K to check revenue quality, customer retention, regulatory dependence, capital needs, and competitor behavior.

The most useful path is usually three steps: find candidate companies by moat type, use the high earnings quality rankings to filter out weak cash conversion or unstable returns, and then open the individual company page for the four-pillar analysis. That separates a good narrative from a genuinely strong business.

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