Research · refreshed nightly · August 17, 2026
The Textbook Compounders: Moat, Runway and Management (October 2026)
Moat, runway and management, all at once.
Most rankings isolate one virtue. This ranking of textbook compounders demands three at once, moat, runway and management together, which is why only 34 companies qualify. Alnylam leads the ordering at $44B with revenue growing 38 percent a year and a moat scored 73; Veeva follows with a 78, and ServiceNow's 82 is the widest moat in the top ten.
The inversion is the point: rank reflects the full combination, not the single moat number shown, so a narrower moat backed by stronger runway and management can sit higher. The median moat across the group is 72. HEICO, BELIMO and Booking Holdings round out the profile. Click any name for the full citation-backed analysis.
42companies qualify
72median moat
68median MGI
1joined this week
The ranking
Sorted by MGI
1
Goodwin PLCGDWN.GB🇬🇧
moat 72 · revenue +13%/yr · scale economics
G 76V 58O 79Cap $2.1B
MGI
76
MVI
58
MTI
29
MOI
79
Cap
$2.1B
Growth
+15%2
Veeva Systems Inc.VEEV🇺🇸
moat 78 · revenue +14%/yr · asset light
G 75V 60O 83Cap $39.6B
MGI
75
MVI
60
MTI
37
MOI
83
Cap
$39.6B
Growth
+14%3
Ascendis Pharma A/SASND🇩🇰
moat 70 · revenue +167%/yr · asset light
G 75V 55O 77Cap $18.3B
MGI
75
MVI
55
MTI
43
MOI
77
Cap
$18.3B
Growth
+144%4
Plejd ABPLEJD.SE🇸🇪
moat 70 · revenue +28%/yr · asset light
G 75V 68O 81Cap $858.6M
MGI
75
MVI
68
MTI
35
MOI
81
Cap
$858.6M
Growth
+28%5
Amphenol CorporationAPH🇺🇸
moat 72 · revenue +22%/yr · scale economics
G 74V 50O 74Cap $211.7B
MGI
74
MVI
50
MTI
38
MOI
74
Cap
$211.7B
Growth
+58%6
MercadoLibre, Inc.MELI🇺🇾
moat 72 · revenue +38%/yr · scale economics
G 73V 72O 84Cap $89.8B
MGI
73
MVI
72
MTI
38
MOI
84
Cap
$89.8B
Growth
+50%7
Atlassian CorporationTEAM🇦🇺
moat 70 · revenue +22%/yr · asset light
G 73V 58O 76Cap $41.2B
MGI
73
MVI
58
MTI
44
MOI
76
Cap
$41.2B
Growth
+20%8
Astera Labs, Inc.ALAB🇺🇸
moat 70 · revenue +118%/yr · asset light
G 73V 39O 68Cap $55.8B
MGI
73
MVI
39
MTI
55
MOI
68
Cap
$55.8B
Growth
+105%9
Shopify Inc.SHOP🇨🇦
moat 72 · revenue +24%/yr · scale economics
G 73V 49O 72Cap $173.9B
MGI
73
MVI
49
MTI
38
MOI
72
Cap
$173.9B
Growth
+34%10
AppLovin CorporationAPP🇺🇸
moat 74 · revenue +20%/yr · asset light
G 72V 65O 79Cap $106.0B
MGI
72
MVI
65
MTI
60
MOI
79
Cap
$106.0B
Growth
+24%11
HEICO CorporationHEI🇺🇸
moat 74 · revenue +21%/yr · scale economics
G 72V 51O 72Cap $45.0B
MGI
72
MVI
51
MTI
28
MOI
72
Cap
$45.0B
Growth
+25%12
Tradeweb Markets Inc.TW🇺🇸
moat 72 · revenue +15%/yr · asset light
G 71V 57O 74Cap $22.1B
MGI
71
MVI
57
MTI
48
MOI
74
Cap
$22.1B
Growth
+9%13
Zscaler, Inc.ZS🇺🇸
moat 72 · revenue +33%/yr · asset light
G 71V 56O 73Cap $29.7B
MGI
71
MVI
56
MTI
46
MOI
73
Cap
$29.7B
Growth
+25%14
ServiceTitan, Inc.TTAN🇺🇸
moat 70 · revenue +20%/yr · asset light
G 71V 58O 75Cap $8.6B
MGI
71
MVI
58
MTI
42
MOI
75
Cap
$8.6B
Growth
+25%15
Sectra ABSECT.B.SE🇸🇪
moat 82 · revenue +15%/yr · asset light
G 71V 52O 71Cap $5.0B
MGI
71
MVI
52
MTI
28
MOI
71
Cap
$5.0B
Growth
+13%16
Lotus Bakeries NVLOTB.BE🇧🇪
moat 72 · revenue +14%/yr · asset light
G 71V 41O 66Cap $11.3B
MGI
71
MVI
41
MTI
33
MOI
66
Cap
$11.3B
Growth
+10%17
Texas Pacific Land CorporationTPL🇺🇸
moat 82 · revenue +15%/yr · asset light
G 70V 47O 69Cap $27.5B
MGI
70
MVI
47
MTI
40
MOI
69
Cap
$27.5B
Growth
+31%18
Pure Cycle CorporationPCYO🇺🇸
moat 73 · revenue +13%/yr · scale economics
G 70V 59O 72Cap $263.1M
MGI
70
MVI
59
MTI
28
MOI
72
Cap
$263.1M
Growth
+60%19
Constellation Software Inc.CSU.CA🇨🇦
moat 82 · revenue +20%/yr · scale economics
G 70V 57O 74Cap $51.9B
MGI
70
MVI
57
MTI
38
MOI
74
Cap
$51.9B
Growth
+20%20
Adyen N.V.ADYEN.NL🇳🇱
moat 72 · revenue +21%/yr · asset light
G 69V 60O 73Cap $34.4B
MGI
69
MVI
60
MTI
45
MOI
73
Cap
$34.4B
Growth
+19%21
Arista Networks, Inc.ANET🇺🇸
moat 72 · revenue +29%/yr · asset light
G 68V 53O 70Cap $232.5B
MGI
68
MVI
53
MTI
48
MOI
70
Cap
$232.5B
Growth
+29%22
Datadog, Inc.DDOG🇺🇸
moat 72 · revenue +31%/yr · asset light
G 68V 49O 67Cap $92.6B
MGI
68
MVI
49
MTI
40
MOI
67
Cap
$92.6B
Growth
+31%23
KANZHUN LIMITEDBZ🇨🇳
moat 78 · revenue +15%/yr · asset light
G 68V 61O 73Cap $6.9B
MGI
68
MVI
61
MTI
46
MOI
73
Cap
$6.9B
Growth
+8%24
RENK Group AGR3NK.DE🇩🇪
moat 77 · revenue +15%/yr · asset light
G 68V 59O 72Cap $5.4B
MGI
68
MVI
59
MTI
34
MOI
72
Cap
$5.4B
Growth
+4%25
Exosens S.A.EXENS.FR🇫🇷
moat 72 · revenue +20%/yr · asset light
G 68V 54O 70Cap $3.7B
MGI
68
MVI
54
MTI
44
MOI
70
Cap
$3.7B
Growth
-18%26
Cloudflare, Inc.NET🇺🇸
moat 72 · revenue +31%/yr · asset light
G 67V 41O 63Cap $99.9B
MGI
67
MVI
41
MTI
43
MOI
63
Cap
$99.9B
Growth
+36%27
Dollarama Inc.DOL.CA🇨🇦
moat 73 · revenue +12%/yr · scale economics
G 67V 48O 66Cap $35.7B
MGI
67
MVI
48
MTI
38
MOI
66
Cap
$35.7B
Growth
+21%28
The Descartes Systems Group Inc.DSG.CA🇨🇦
moat 72 · revenue +13%/yr · asset light
G 67V 56O 70Cap $7.5B
MGI
67
MVI
56
MTI
37
MOI
70
Cap
$7.5B
Growth
+16%29
Lumine Group Inc.LMN.CA🇨🇦
moat 70 · revenue +30%/yr · scale economics
G 67V 60O 71Cap $5.0B
MGI
67
MVI
60
MTI
42
MOI
71
Cap
$5.0B
Growth
+32%30
Saab ABSAAB.B.SE🇸🇪
moat 70 · revenue +18%/yr · scale economics
G 67V 56O 69Cap $32.4B
MGI
67
MVI
56
MTI
38
MOI
69
Cap
$32.4B
Growth
+61%31
Safran SASAF.FR🇫🇷
moat 82 · revenue +17%/yr · scale economics
G 67V 49O 67Cap $169.6B
MGI
67
MVI
49
MTI
38
MOI
67
Cap
$169.6B
Growth
+13%32
Zurn Elkay Water Solutions CorporationZWS🇺🇸
moat 70 · revenue +14%/yr · scale economics
G 66V 56O 69Cap $8.4B
MGI
66
MVI
56
MTI
35
MOI
69
Cap
$8.4B
Growth
+11%33
Intapp, Inc.INTA🇺🇸
moat 72 · revenue +19%/yr · asset light
G 66V 67O 73Cap $3.1B
MGI
66
MVI
67
MTI
42
MOI
73
Cap
$3.1B
Growth
+17%34
Halma plcHLMA.GB🇬🇧
moat 72 · revenue +12%/yr · asset light
G 66V 47O 65Cap $19.2B
MGI
66
MVI
47
MTI
40
MOI
65
Cap
$19.2B
Growth
+15%35
Brookfield Asset Management Ltd.BAM🇺🇸
moat 72 · revenue +13%/yr · asset light
G 65V 51O 66Cap $79.2B
MGI
65
MVI
51
MTI
36
MOI
66
Cap
$79.2B
Growth
+4%36
ATOSS Software SEAOF.DE🇩🇪
moat 70 · revenue +16%/yr · asset light
G 65V 61O 69Cap $1.5B
MGI
65
MVI
61
MTI
32
MOI
69
Cap
$1.5B
Growth
+11%37
Sportradar Group AGSRAD🇨🇭
moat 70 · revenue +20%/yr · asset light
G 65V 73O 78Cap $4.6B
MGI
65
MVI
73
MTI
45
MOI
78
Cap
$4.6B
Growth
+19%38
PharmaNutra S.p.A.PHN.IT🇮🇹
moat 70 · revenue +16%/yr · asset light
G 65V 56O 67Cap $753.3M
MGI
65
MVI
56
MTI
35
MOI
67
Cap
$753.3M
Growth
+25%39
Viking Holdings LtdVIK🇨🇭
moat 70 · revenue +61%/yr · scale economics
G 59V 53O 60Cap $38.3B
MGI
59
MVI
53
MTI
40
MOI
60
Cap
$38.3B
Growth
+18%40
Axon Enterprise, Inc.AXON🇺🇸
moat 77 · revenue +30%/yr · asset light
G 58V 44O 55Cap $47.7B
MGI
58
MVI
44
MTI
43
MOI
55
Cap
$47.7B
Growth
+35%
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Research tool, not investment advice. Rankings are generated by our models from company filings and market data, refresh nightly, and are identical for every visitor. Scores reflect our methodology and are not recommendations to act. Data as of 2026-08-17.