{"id":"warren-moat","title":"Warren MOAT evaluation","description":"Buffett-style competitive advantage scoring, AI narrative, screener, and saved reports.","url":"https://trefolio.com/api/docs/warren-moat","content":{"framework":"Warren Buffett durable competitive advantage (economic moat)","scoring":{"criteria_count":8,"max_score_per_criterion":12.5,"max_total_score":100,"criteria":[{"key":"earnings_consistency","name":"Earnings Consistency","benchmark":"Steady growth, no erratic swings"},{"key":"gross_margin","name":"Gross Margin","benchmark":"Stable or improving gross margin over 10 years"},{"key":"net_margin","name":"Net Margin","benchmark":"Healthy and stable net margin"},{"key":"retained_earnings","name":"Retained Earnings","benchmark":"Growing retained earnings over time"},{"key":"return_on_equity","name":"Return on Equity","benchmark":"Consistent ROE without excessive leverage"},{"key":"debt_sustainability","name":"Debt Sustainability","benchmark":"Manageable debt relative to earnings"},{"key":"capex_efficiency","name":"CapEx Efficiency","benchmark":"Capital expenditure aligned with maintenance vs growth"},{"key":"product_durability","name":"Product Durability","benchmark":"Business model resilience and pricing power"}],"verdicts":[{"minPct":70,"label":"Strong Durable Competitive Advantage"},{"minPct":50,"label":"Moderate Competitive Advantage"},{"minPct":35,"label":"Narrow Moat — Proceed with Caution"},{"minPct":0,"label":"No Clear Moat Detected"}],"valuation_signals":{"pe_ratio":"Price/earnings; sell trigger at ≥40 in the Buffett framework","forward_pe":"Price vs next-year estimated earnings","peg_ratio":"P/E divided by earnings growth; below 1 suggests growth-adjusted value","augmented_payout_ratio":"Dividends + buybacks as % of net income"}},"endpoints":[{"method":"GET","path":"/api/stock-evaluation","auth":"session","tier":"Pro quota for fresh evaluation (`stock_evaluation`); cached reads are session-only","query":{"symbol":"required ticker, e.g. AAPL","fresh":"optional `1` to bypass cache and re-fetch fundamentals"},"response":"MoatEvaluation JSON (criteria, verdict, valuation block)"},{"method":"POST","path":"/api/stock-evaluation/ai","auth":"session","tier":"Pro (`ai_consult` quota)","body":{"evaluation":"MoatEvaluation object from GET /api/stock-evaluation","language":"optional BCP-47 language code (default en)"},"response":"text/event-stream — Warren AI narrative markdown"},{"method":"GET","path":"/api/moat-screener","auth":"session","query":{"action":"`meta` for cache stats","scoreMin":"number","scoreMax":"number","verdict":"string","sector":"string","industry":"string","peMin":"number","peMax":"number","marketCapMin":"number","marketCapMax":"number","sortBy":"score | symbol | pe | marketCap (default score)","sortDir":"asc | desc","page":"number","limit":"number (default 20)"},"response":"Paginated moat cache rows"},{"method":"GET","path":"/api/moat-reports","auth":"session","query":{"tags":"optional comma-separated filter"},"response":"User saved MOAT reports"},{"method":"POST","path":"/api/moat-reports","auth":"session","body":{"symbol":"required","companyName":"optional","evaluationJson":"required stringified MoatEvaluation","totalScore":"number","maxScore":"number","verdict":"string","tags":"string[]"}}],"typical_flow":["MCP getMoatEvaluation { symbol: \"KO\" } — or GET /api/stock-evaluation?symbol=KO","MCP generateMoatNarrative { symbol: \"KO\" } — or POST /api/stock-evaluation/ai","MCP saveMoatReport — or POST /api/moat-reports","MCP screenMoat — or GET /api/moat-screener"],"ui_path":"/tools/moat-evaluation","data_source":"FMP or Alpha Vantage fundamentals (server-selected)"}}