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