Bloom Energy Corporation BE

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
59/100
Moderate

Ranked against 54 peers in Electrical Equipment & Parts

About Bloom Energy Corporation

Bloom Energy Corporation designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally. It offers Bloom Energy Server, an energy server platform to convert fuel, such as natural gas, biogas, hydrogen, or a blend of these fuels, into electricity through a non-combustion electrochemical process. The company also provides Bloom Electrolyzer … Full BE analysis →

Key strengths

  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.87), suggesting sticky customer base.
  • Cash Generation Consistent Cash generation is consistent (score 0.71), indicating reliable business model.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.35), raising refinancing risk.

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

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Pricing Power

Moderate
61
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where BE ranks in Electrical Equipment & Parts

Bloom Energy Corporation ranks #17 of 55 scored companies in Electrical Equipment & Parts by moat score — the top 31%. The widest moat in the group is Espey Mfg. & Electronics Corp. (ESP) at 83/100.

# Company Moat score Rating
13 Electrovaya Inc. ELVA 65/100 Moderate
14 SDSTW SDSTW 62/100 Moderate
15 Asia Pacific Wire & Cable Corpo APWC 62/100 Moderate
16 Stardust Power Inc. SDST 62/100 Moderate
17 Bloom Energy Corporation BE 59/100 Moderate
18 RF Industries, Ltd. RFIL 59/100 Moderate
19 Atkore Inc. ATKR 57/100 Moderate
20 Ultralife Corporation ULBI 57/100 Moderate
21 Fluence Energy, Inc. FLNC 53/100 Moderate

See every General Corporate company ranked by moat score →

How BE scores on the Corporate Default defenses

Pricing Power

Score 61 · 20% of the moat score

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

Cost Advantage

Score 73 · 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 77 · 15% of the moat score

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

Capital Efficiency

Score 22 · 18% of the moat score

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

Resilience

Score 58 · 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 71 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding BE's moat

What is Bloom Energy Corporation's moat score?

Bloom Energy Corporation (BE) scores 59 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #17 of 55 scored companies in Electrical Equipment & Parts, the top 31%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 54 companies in Electrical Equipment & Parts. Its strongest defense is Customer Stickiness (77/100) and its weakest is Capital Efficiency (22/100).

How does Bloom Energy Corporation compare with other Electrical Equipment & Parts companies?

Bloom Energy Corporation ranks #17 of 55 scored companies in Electrical Equipment & Parts by moat score. The widest moat in Electrical Equipment & Parts is Espey Mfg. & Electronics Corp. (ESP) at 83/100. The companies ranked closest are Stardust Power Inc. (SDST) at 62 just above it and RF Industries, Ltd. (RFIL) at 59 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 54 companies in Electrical Equipment & Parts. The defenses are then weighted to produce the overall score out of 100.

Why is Bloom Energy Corporation 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 Bloom Energy Corporation?

The Corporate Default template measures 6 defenses, and BE scores: Pricing Power (61), Cost Advantage (73), Customer Stickiness (77), Capital Efficiency (22), Resilience (58), Scale & Market Position (71). 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.

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