MoatVault | Scenario-based valuation models & deep dives
Scenario-based valuation calculators and curated sources for long-horizon research on high-growth public companies. Methodology.
Scenario-based valuation models▾
Each company uses a model that matches its unit economics. Adjust assumptions and see how they translate into implied valuation and price per share.
This is not financial advice; it’s a transparent calculator and source hub designed for long-horizon research.
What you get on each company page▾
- Curated official links, filings, and high-signal research sources.
- Concise thesis, conditions, and kill-switch style notes.
- People & governance, ownership snapshots (where available).
- Shareable link and watchlist (stored locally, no account).
Click a company to view sources, thesis, and the valuation model.
Rate it with a conviction score (0–100).
Community average uses all submitted scores.
Ranking updates hourly.
#1
Rocket Lab (RKLB)
A vertically integrated space company scaling Electron and building Neutron + spacecraft systems.
Avg100.0/100
Community average
The mean of all submitted conviction scores.
1 vote
Your—/100
#2
T1 Energy (TE)
US solar manufacturing scale up with an in house path to cells and a clean supply chain story
Avg94.0/100
Community average
The mean of all submitted conviction scores.
1 vote
Your—/100
#3
AST SpaceMobile (ASTS)
Cell towers in orbit for standard phones using carrier spectrum.
Avg91.0/100
Community average
The mean of all submitted conviction scores.
2 votes
Your—/100
#4
American Battery Technology Company (ABAT)
A US focused battery materials play built around lithium ion recycling and domestic lithium extraction.
Avg87.7/100
Community average
The mean of all submitted conviction scores.
15 votes
Your—/100
#5
Planet Labs PBC (PL)
Earth imaging subscriptions and geospatial insights at global scale.
Avg81.0/100
Community average
The mean of all submitted conviction scores.
1 vote
Your—/100
#6
IonQ (IONQ)
Trapped-ion quantum computing scaled through photonic networking and full-stack quantum infrastructure.
Avg—/100
Community average
The mean of all submitted conviction scores.
0 votes
Your—/100
#7
Kraken Robotics Inc. (KRKNF)
High resolution subsea sensing and power for autonomous underwater missions.
Avg—/100
Community average
The mean of all submitted conviction scores.
0 votes
Your—/100
#8
Ondas Holdings Inc. (ONDS)
Autonomous drone and robotics platforms paired with mission critical private wireless networks.
Avg—/100
Community average
The mean of all submitted conviction scores.
0 votes
Your—/100
#9
POET Technologies Inc. (POET)
Chip-scale photonics packaging for the bandwidth hungry AI data center era.
Avg—/100
Community average
The mean of all submitted conviction scores.
0 votes
Your—/100
#10
QuantumScape (QS)
Solid-state lithium-metal batteries aiming to unlock faster charging and higher energy density for EVs.
Avg—/100
Community average
The mean of all submitted conviction scores.
0 votes
Your—/100
Browse company pages
Direct links to company pages (sources, thesis, and valuation model).
- American Battery Technology Company (ABAT)A US focused battery materials play built around lithium ion recycling and domestic lithium extraction.
- AST SpaceMobile (ASTS)Cell towers in orbit for standard phones using carrier spectrum.
- IonQ (IONQ)Trapped-ion quantum computing scaled through photonic networking and full-stack quantum infrastructure.
▾FAQ
▾What is an at-scale valuation model?
A long-run scenario view. You set mature assumptions (revenue, margins, etc.) to estimate implied valuation and value per share. Best for sensitivity analysis, not short-term forecasting.
▾How is the community average calculated?
It’s the arithmetic mean of all submitted conviction scores (0–100). Rankings update automatically on a schedule.
▾Is this financial advice?
No. It’s a transparent calculator and curated sources for research, not personalized investment advice.
▾What happens to my watchlist and my score?
Watchlist is stored locally in your browser (no account). You can submit, edit, or reset your conviction score from the ranking list.