A barriers-to-entry quality rating for every company on the site — six metrics graded A+ to F, with an honest N/A when evidence is insufficient. Moats first, pricing power as the test of the moat, valuation deliberately excluded: this measures whether the business is investable-quality, never whether the stock is anything. Mock data below covers every state the grading pipeline must produce.
Grid view
Index and sector pages. Color only at extremes (A-range green, D/F red, B/C neutral); N/A is a dashed chip, never a letter. Sortable by composite — Not Rated always sorts last. Horizontally scrollable at mobile widths.
Company
MOAT
PRIC
ESSN
GRWT
FINL
DSRP
TSMC
Semiconductors
A+
A
A+
A
A
B
Fortress↗95
NVIDIA
Semiconductors
A
A+
A
A
A+
C
Fortress→94
ASML
Semiconductors
A+
A+
A
B
A
B
Fortress↗93
Stripe
Payments
A
B
A
B
N/A
B
Compounder→84
Datadog
DevTools
A
B
B
B
A
C
Compounder→83
Shutterstock
Creative Tools
B
C
C
C
B
F
Speculative↘65
Intel
Semiconductors
B
C
B
D
C
C
Contender↘62
Bird
Mobility
F
D
D
F
F
C
Profitless Growth↘22
Commonwealth Fusion
Energy
B
N/A
N/A
N/A
N/A
B
Not Rated
Etched
Semiconductors
B
N/A
N/A
N/A
N/A
C
Not Rated
Company panel
Company detail pages — grey module tile matching Bull/Bear, all six metrics on one line (Bull-Case-style label over the letter, no boxes). Hover, focus, or tap a metric and the evidence line (or N/A reason) appears over the top, with what the metric measures and its weight beneath. Four states: full composite (ASML), renormalized around a private company’s financial N/A (Stripe), disruption-capped (Shutterstock), and Not Rated (Commonwealth Fusion).
Analysis
Every leading-edge fab on earth — TSMC, Samsung, Intel — depends on ASML's EUV lithography systems, a monopoly built on two decades of Zeiss optics co-development that no rival, however well funded, has meaningfully closed. The position shows up where it counts: system prices have multiplied across generations while the order book stays years deep, and purchases defer in downturns but are never skipped. The live risks are political rather than technical — export policy decides where machines ship, not whether customers want them.
Fortress↗93
Graded 2026-Q2
Analysis
Stripe's rails are embedded in millions of codebases, and a payments migration is the one project no engineering team volunteers for — card acceptance is revenue itself, not tooling. Headline pricing has held for a decade while priced add-ons layered on top, expansion doing the work of list increases. As a private company it discloses no audited financials, so Financial Durability goes ungraded — excluded from the composite rather than penalized. Stablecoin rails are the watch item, though Stripe owns the merchant integration layer either way.
Compounder→84
Graded 2026-Q2
Analysis
A 400-million-asset licensed library with enterprise indemnification no individual creator can offer — and a scarcity value being generated away one prompt at a time. Pricing drifts down as supply commoditizes, and the growth line is now archive licensing to the AI labs replacing the core product. The balance sheet is sound, but a Disruption Resilience grade of F caps the rating at Speculative regardless of the rest of the scorecard.
Speculative↘65
Graded 2026-Q2
Analysis
A real magnet lead — HTS intellectual property and a demonstrated 20-tesla field strength — that matters only if the reactor around it works. With no deployed product, no revenue and no disclosed financials, four of six metrics cannot be graded from evidence, so the company is Not Rated rather than guessed at. SPARC's results will convert the N/As into letters, in one direction or the other.
