BridgeBio Pharma, Inc. BBIO

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
61/100
Moderate

About BridgeBio Pharma, Inc.

BridgeBio Pharma, Inc., a biopharmaceutical company, discovers, develops, and delivers medicines for patients with genetic diseases. The company offers Attruby, a next-generation oral small molecule near-complete TTR stabilizer for the treatment of cardiomyopathy of wild-type or transthyretin-mediated amyloidosis (ATTR-CM); Fosdenopterin, an intravenous formulation of synthetic cyclic pyranopterin monophosphate for the treatment of molybdenum cofactor deficiency under the NULIBRY brand name; … Full BBIO analysis →

Competitive advantage assessment

Key strengths

  • ROIC Sustainably Above Peers ROIC at 94.2th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Strong Interest Coverage & Conservative Leverage Debt serviceability is strong (score 0.84), with robust interest coverage.

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.12), suggesting weak customer stickiness.
  • Volatile Margins Suggest Cyclicality Margin volatility is high (stability score 0.34), suggesting cyclical exposure or competitive pressure.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Developing
33

Where BBIO ranks in Biotechnology

BridgeBio Pharma, Inc. ranks #96 of 713 scored companies in Biotechnology by moat score — the top 13%. The widest moat in the group is Royalty Pharma plc (RPRX) at 85/100.

Moat scores for companies ranked near BBIO in Biotechnology
# Company Moat score Rating
92 Ardelyx, Inc. ARDX 61/100 Moderate
93 Arvinas, Inc. ARVN 61/100 Moderate
94 Protara Therapeutics, Inc. TARA 61/100 Moderate
95 Astria Therapeutics, Inc. ATXS 61/100 Moderate
96 BridgeBio Pharma, Inc. BBIO 61/100 Moderate
97 Nautilus Biotechnology, Inc. NAUT 61/100 Moderate
98 Terns Pharmaceuticals, Inc. TERN 61/100 Moderate
99 Tango Therapeutics, Inc. TNGX 61/100 Moderate
100 Codexis, Inc. CDXS 60/100 Moderate

See every Biotech / Pre-Revenue company ranked by moat score →

How BBIO scores on the Corporate Default defenses

Pricing Power

Score 33 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 68 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 48 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 84 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 67 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 68 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding BBIO's moat

What is BridgeBio Pharma, Inc.'s moat score?

BridgeBio Pharma, Inc. (BBIO) scores 61 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #96 of 713 scored companies in Biotechnology, the top 13%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 712 companies in Biotechnology. Its strongest defense is Capital Efficiency (84/100) and its weakest is Pricing Power (33/100).

How does BridgeBio Pharma, Inc. compare with other Biotechnology companies?

BridgeBio Pharma, Inc. ranks #96 of 713 scored companies in Biotechnology by moat score. The widest moat in Biotechnology is Royalty Pharma plc (RPRX) at 85/100. The companies ranked closest are Astria Therapeutics, Inc. (ATXS) at 61 just above it and Nautilus Biotechnology, Inc. (NAUT) at 61 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 712 companies in Biotechnology. The defenses are then weighted to produce the overall score out of 100.

Why is BridgeBio Pharma, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for BridgeBio Pharma, Inc.?

The Corporate Default template measures 6 defenses, and BBIO scores: Pricing Power (33), Cost Advantage (68), Customer Stickiness (48), Capital Efficiency (84), Resilience (67), Scale & Market Position (68). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

Send Feedback
Please select a category.
0/1000