Disco (DSCSY) Moat Score: 5/10 (As of Jun. 28, 2026)


DSCSY Disco Corp DSCSY
95 GF Score
Price $48.85
GF Value $33.88
Valuation Significantly Overvalued
! 4 Warning Signs
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What is Disco Moat Score?

Disco DSCSY -5.20% 95 Moat Score is 5 as of Jun. 28, 2026. GuruFocus rates DSCSY with a GF Score™ of 95/100 and a GF Value™ of $33.88 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 1,000 Semiconductors companies, Disco ranks better than 93.4% on this metric.

Disco has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Disco has Narrow Moat: Disco Corp has a solid narrow moat due to its specialized technology in semiconductor manufacturing equipment. It benefits from some customer switching costs and proprietary technology, but faces competition from larger players.

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 Disco might have Narrow Moat - Solid narrow moat.

Disco  (OTCPK:DSCSY) 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

Disco Moat Score Related Terms

DSCSY vs LRCX, AMAT, KLAC: Moat Score Comparison

For the Semiconductor Equipment & Materials subindustry, Disco'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.

Disco Moat Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, Disco's Moat Score distribution charts can be found below:

* The bar in red indicates where Disco's Moat Score falls into.


DSCSY
95GF Score
Disco Corp DSCSY
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 5 mean?
Disco (DSCSY) has a Moat Score of 5 as of Jun. 28, 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, Disco ranks #66 out of 1000 companies in the Semiconductors industry, placing it in the top 6.6%.
Is Disco's Moat Score too high?
Disco's current Moat Score is 5. Based on the distribution chart, Disco ranks #66 out of 1000 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Disco has a GF Score™ of 95/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Disco's Moat Score compare to LRCX and AMAT?
According to the Semiconductors industry distribution chart, Disco ranks #66 out of 1000 companies for Moat Score. This places Disco in the top 7% 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 a Semiconductors company?
A good Moat Score depends on the Semiconductors 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. Disco's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Disco stock overvalued right now?
Based on GuruFocus' analysis, Disco (DSCSY) is currently considered Significantly Overvalued. The stock's GF Value™ is $33.88, compared to a current price of $48.85 — trading 44.2% above its estimated fair value. The current Moat Score is 5. Disco's overall GF Score™ is 95/100 with 4 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 Disco (DSCSY), the current Moat Score is 5 as of Jun. 28, 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 Disco (DSCSY) Overvalued in 2026?

Based on GuruFocus' analysis, Disco stock appears to be overvalued. The current stock price of $48.85 is trading 44.2% above its estimated GF Value™ of $33.88. GuruFocus considers Disco to be Significantly Overvalued.

Key valuation signals for DSCSY:

  • Moat Score: 5
  • GF Value™: $33.88 vs. price of $48.85 (44.2% above fair value)
  • GF Score™: 95/100 with 4 warning signs

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

Disco Business Description

Address 2-13-11 Omorikita, Ota-ku, Tokyo, JPN, 143-8580
Disco is a Japan-based semiconductor production equipment manufacturer. Founded in 1937, the company manufactures diamond, water, and laser saws, as well as grinders and polishers, used mainly in back-end processes of semiconductor manufacturing, which involves treating processed silicon during the front-end process by thinning and dicing the wafers into bare dies for packaging.It is the world's largest manufacturer of semiconductor-grade saws and grinders, with an estimated 60%-70% market share in the semiconductor dicing and grinding industry as of 2025. The company operates three main factories, all located in Hiroshima and Nagano, Japan.
95GF Score

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$48.85
Price
$33.88
GF Value