Economic Moat Analysis

Purpose

Evaluate the durability and strength of a company's competitive advantages using the Morningstar economic moat framework. Identify which moat sources apply, quantify their strength through financial signals such as sustained ROIC above WACC and margin stability, and assess whether the moat is widening, stable, or narrowing. Deliver a structured moat rating (Wide, Narrow, or None) supported by both qualitative and quantitative evidence.

Data Fetching Process

Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/data-sources.md for full data-fetching instructions, ticker resolution, and fallback behavior.

Step 1 — Resolve Ticker and Retrieve Financial History

1. Resolve the company ticker to a CIK via the SEC company tickers JSON endpoint.
2. Fetch the XBRL companyfacts JSON for the resolved CIK.
3. Extract the following metrics for the most recent 10 fiscal years (or as many as available):
   • Return on Invested Capital (ROIC): compute from OperatingIncomeLoss, IncomeTaxExpenseBenefit, Assets, CashAndCashEquivalentsAtCarryingValue, and current liabilities, or use the pre-computed ratio from Stock Analysis /ratios/ as a fallback.
   • Gross margin: GrossProfit divided by Revenues.
   • Operating margin: OperatingIncomeLoss divided by Revenues.
   • Revenue growth rate year over year.