EROAD (ERDLF) Moat Score: 4/10 (As of Jun. 30, 2026)


ERDLF EROAD Ltd ERDLF
35 GF Score
Price $0.57
GF Value $0.54
! 7 Warning Signs
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What is EROAD Moat Score?

EROAD ERDLF -0.69% 35 Moat Score is 4 as of Jun. 30, 2026. GuruFocus rates ERDLF with a GF Score™ of 35/100 and a GF Value™ of $0.54. The stock has 7 warning signs investors should review. Among 2,844 Software companies, EROAD ranks better than 90.15% on this metric.

EROAD has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

EROAD has Narrow Moat: EROAD Ltd has a discernible but modest moat due to its proprietary technology in fleet management solutions. However, it lacks strong brand strength, customer loyalty, and significant regulatory barriers, limiting its competitive edge.

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 EROAD might have Narrow Moat - Discernible but modest moat.

EROAD  (OTCPK:ERDLF) 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

EROAD Moat Score Related Terms

ERDLF vs MSFT, ORCL, PLTR: Moat Score Comparison

For the Software - Infrastructure subindustry, EROAD'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.

EROAD Moat Score vs Software Industry

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

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


ERDLF
35GF Score
EROAD Ltd ERDLF
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 4 mean?
EROAD (ERDLF) has a Moat Score of 4 as of Jun. 30, 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, EROAD ranks #280 out of 2844 companies in the Software industry, placing it in the top 9.8%.
Is EROAD's Moat Score too high?
EROAD's current Moat Score is 4. Based on the distribution chart, EROAD ranks #280 out of 2844 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, EROAD has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does EROAD's Moat Score compare to MSFT and ORCL?
According to the Software industry distribution chart, EROAD ranks #280 out of 2844 companies for Moat Score. This places EROAD in the top 10% 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 Software company?
A good Moat Score depends on the Software 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. EROAD's current Moat Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EROAD stock overvalued right now?
EROAD (ERDLF) has a current Moat Score of 4. The stock's GF Value™ is $0.54, compared to a current price of $0.57 — trading 5.7% above its estimated fair value. The current Moat Score is 4. EROAD's overall GF Score™ is 35/100 with 7 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 EROAD (ERDLF), the current Moat Score is 4 as of Jun. 30, 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 EROAD (ERDLF) Overvalued in 2026?

Based on GuruFocus' analysis, EROAD stock appears to be overvalued. The current stock price of $0.57 is trading 5.7% above its estimated GF Value™ of $0.54.

Key valuation signals for ERDLF:

  • Moat Score: 4
  • GF Value™: $0.54 vs. price of $0.57 (5.7% above fair value)
  • GF Score™: 35/100 with 7 warning signs

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

EROAD Business Description

Address North Shore, P.O. Box 305394, Triton Plaza, Auckland, NTL, NZL, 0757
EROAD Ltd is a New Zealand Based company which is a fully integrated technology, tolling and services provider. It designs and manufactures in-vehicle hardware operates secure payment and merchant gateways and offers web-based value-added services. The company provides electronic on-board units and software as a service to the transport industry. Its products are categorized in RUC Compliance, Health & Safety, and Fleet Management. It operates through four segments: Corporate & Development, North America, Australia, and New Zealand.
35GF Score

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$0.57
Price
$0.54
GF Value