BXSY (Bexil Investment Trust) Moat Score: 3/10 (As of Jul. 03, 2026)


BXSY Bexil Investment Trust BXSY
32 GF Score
Price $17.00
GF Value $27.45
Valuation Possible Value Trap
! 5 Warning Signs
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What is Bexil Investment Trust Moat Score?

Bexil Investment Trust BXSY +0.29% 32 Moat Score is 3 as of Jul. 03, 2026. GuruFocus rates BXSY with a GF Score™ of 32/100 and a GF Value™ of $27.45 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 1,695 Asset Management companies, Bexil Investment Trust ranks better than 90.68% on this metric.

Bexil Investment Trust has the Moat Score of 3, which implies that the company might have No Moat - Very weak/transient advantages.

Bexil Investment Trust has No Moat: Bexil Investment Trust lacks significant market leadership, customer loyalty, or cost advantages. The investment trust industry is highly competitive, and Bexil does not possess unique attributes to establish a strong competitive position.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Bexil Investment Trust might have No Moat - Very weak/transient advantages.

Bexil Investment Trust  (OTCPK:BXSY) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Bexil Investment Trust Moat Score Related Terms

BXSY vs PNNT, TSI, RWAY: Moat Score Comparison

For the Asset Management subindustry, Bexil Investment Trust's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Bexil Investment Trust Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Bexil Investment Trust's Moat Score distribution charts can be found below:

* The bar in red indicates where Bexil Investment Trust's Moat Score falls into.


BXSY
32GF Score
Bexil Investment Trust BXSY
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 3 mean?
Bexil Investment Trust (BXSY) has a Moat Score of 3 as of Jul. 03, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Bexil Investment Trust ranks #158 out of 1695 companies in the Asset Management industry, placing it in the top 9.3%.
Is Bexil Investment Trust's Moat Score too high?
Bexil Investment Trust's current Moat Score is 3. Based on the distribution chart, Bexil Investment Trust ranks #158 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Bexil Investment Trust has a GF Score™ of 32/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Bexil Investment Trust's Moat Score compare to PNNT and TSI?
According to the Asset Management industry distribution chart, Bexil Investment Trust ranks #158 out of 1695 companies for Moat Score. This places Bexil Investment Trust in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Bexil Investment Trust's current Moat Score is 3. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bexil Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, Bexil Investment Trust (BXSY) is currently considered Possible Value Trap. The stock's GF Value™ is $27.45, compared to a current price of $17.00 — trading 38.1% below its estimated fair value. The current Moat Score is 3. Bexil Investment Trust's overall GF Score™ is 32/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Bexil Investment Trust (BXSY), the current Moat Score is 3 as of Jul. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Bexil Investment Trust (BXSY) Overvalued in 2026?

Based on GuruFocus' analysis, Bexil Investment Trust stock appears to be undervalued. The current stock price of $17.00 is trading 38.1% below its estimated GF Value™ of $27.45. GuruFocus considers Bexil Investment Trust to be Possible Value Trap.

Key valuation signals for BXSY:

  • Moat Score: 3
  • GF Value™: $27.45 vs. price of $17.00 (38.1% below fair value)
  • GF Score™: 32/100 with 5 warning signs

No single metric tells the full story. See the BXSY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Bexil Investment Trust Business Description

Address 17 Old Drewsville Road, Walpole, NH, USA, 03608
Bexil Investment Trust is a diversified, closed-ended management investment company. The fund's investment objective is to seek high current income with a secondary objective of capital appreciation. The fund seeks to invest in stocks of companies operating across diversified sectors. It mainly invests in dividend-paying stocks of companies across all capitalizations. The Fund seeks to achieve its objectives by investing, under normal circumstances, in income-generating equity securities, including dividend-paying common stocks, convertible securities, preferred stocks, securities of registered investment companies, exchange-traded funds organized as investment companies or otherwise, real estate investment trusts, depositary receipts, and other equity-related securities.
32GF Score

Get the complete analysis for BXSY

Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$17.00
Price
$27.45
GF Value