Cadre Holdings, Inc. CDRE

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
67/100
Moderate

About Cadre Holdings, Inc.

Cadre Holdings, Inc. manufactures and distributes safety equipment and other related products that provides protection to users in hazardous or life-threatening situations in the United States and internationally. It operates thorough two segments: Products and Distribution. The company offers body armor product, such as concealable, corrections, and tactical armor under the Safariland and Protech Tactical brand names; survival suits, remotely … Full CDRE analysis →

Competitive advantage assessment

Key strengths

  • Margins Consistently Above Peers Gross margin at 42.5% (top 24%) and operating margin at 11.0% (top 23%) indicate strong pricing power.
  • ROIC Sustainably Above Peers ROIC at 68.1th percentile exceeds peers and WACC, demonstrating superior capital allocation.

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
70

Where CDRE ranks in Aerospace & Defense

Cadre Holdings, Inc. ranks #16 of 80 scored companies in Aerospace & Defense by moat score — the top 20%. The widest moat in the group is Howmet Aerospace Inc. (HWM) at 80/100.

Moat scores for companies ranked near CDRE in Aerospace & Defense
# Company Moat score Rating
12 BWX Technologies, Inc. BWXT 68/100 Moderate
13 General Dynamics Corporation GD 68/100 Moderate
14 Moog Inc. MOG-A 68/100 Moderate
15 Moog Inc. MOG-B 68/100 Moderate
16 Cadre Holdings, Inc. CDRE 67/100 Moderate
17 Elbit Systems Ltd. ESLT 66/100 Moderate
18 Park Aerospace Corp. PKE 65/100 Moderate
19 TAT Technologies Ltd. TATT 65/100 Moderate
20 Textron Inc. TXT 63/100 Moderate

See every General Corporate company ranked by moat score →

How CDRE scores on the Corporate Default defenses

Pricing Power

Score 70 · 20% of the moat score

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

Cost Advantage

Score 58 · 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 66 · 18% of the moat score

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

Resilience

Score 62 · 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 66 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding CDRE's moat

What is Cadre Holdings, Inc.'s moat score?

Cadre Holdings, Inc. (CDRE) scores 66 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #16 of 80 scored companies in Aerospace & Defense, the top 20%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 79 companies in Aerospace & Defense. Its strongest defense is Customer Stickiness (77/100) and its weakest is Cost Advantage (58/100).

How does Cadre Holdings, Inc. compare with other Aerospace & Defense companies?

Cadre Holdings, Inc. ranks #16 of 80 scored companies in Aerospace & Defense by moat score. The widest moat in Aerospace & Defense is Howmet Aerospace Inc. (HWM) at 80/100. The companies ranked closest are Moog Inc. (MOG-B) at 68 just above it and Elbit Systems Ltd. (ESLT) at 66 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 79 companies in Aerospace & Defense. The defenses are then weighted to produce the overall score out of 100.

Why is Cadre Holdings, 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 Cadre Holdings, Inc.?

The Corporate Default template measures 6 defenses, and CDRE scores: Pricing Power (70), Cost Advantage (58), Customer Stickiness (77), Capital Efficiency (66), Resilience (62), Scale & Market Position (66). 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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