CN Energy Group Inc. CNEY

Competitive advantage analysis · basic-materials

Corporate Default
Overall moat score
26/100
Developing

About CN Energy Group Inc.

CN Energy Group. Inc., through its subsidiaries, manufactures and supplies wood-based activated carbon in China and the United States. The company's activated carbon is used in pharmaceutical and industrial manufacturing, water purification, environmental protection, and food and beverage production. It also engages in the generation and supply of biomass electricity; sale of minerals, stone, metal and construction materials, wood, chemical … Full CNEY analysis →

Competitive advantage assessment

Key strengths

  • Strong Liquidity Buffer Liquidity position is strong (score 0.98), providing operational cushion.

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 7.3th percentile with high volatility suggests weak pricing power or commoditized products.
  • ROIC Below WACC or Peers ROIC at 18.2th percentile suggests inefficient capital deployment.

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

Weak
14

Where CNEY ranks in Specialty Chemicals

CN Energy Group Inc. ranks #45 of 56 scored companies in Specialty Chemicals by moat score — the top 80%. The widest moat in the group is WD-40 Company (WDFC) at 81/100.

Moat scores for companies ranked near CNEY in Specialty Chemicals
# Company Moat score Rating
41 Chemours Company (The) CC 30/100 Developing
42 Westlake Corporation WLK 28/100 Developing
43 Mativ Holdings, Inc. MATV 28/100 Developing
44 Ashland Inc. ASH 27/100 Developing
45 CN Energy Group Inc. CNEY 26/100 Developing
46 Loop Industries, Inc. LOOP 26/100 Developing
47 Trinseo PLC TSE 25/100 Weak
48 Bon Natural Life Limited BON 25/100 Weak
49 SenesTech, Inc. SNES 25/100 Weak

See every General Corporate company ranked by moat score →

How CNEY scores on the Corporate Default defenses

Pricing Power

Score 14 · 20% of the moat score

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

Cost Advantage

Score 52 · 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 17 · 15% of the moat score

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

Capital Efficiency

Score 24 · 18% of the moat score

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

Resilience

Score 39 · 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 12 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding CNEY's moat

What is CN Energy Group Inc.'s moat score?

CN Energy Group Inc. (CNEY) scores 26 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #45 of 56 scored companies in Specialty Chemicals, the top 80%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 56 companies in Specialty Chemicals. Its strongest defense is Cost Advantage (52/100) and its weakest is Scale & Market Position (12/100).

How does CN Energy Group Inc. compare with other Specialty Chemicals companies?

CN Energy Group Inc. ranks #45 of 56 scored companies in Specialty Chemicals by moat score. The widest moat in Specialty Chemicals is WD-40 Company (WDFC) at 81/100. The companies ranked closest are Ashland Inc. (ASH) at 27 just above it and Loop Industries, Inc. (LOOP) at 26 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 56 companies in Specialty Chemicals. The defenses are then weighted to produce the overall score out of 100.

Why is CN Energy Group 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 CN Energy Group Inc.?

The Corporate Default template measures 6 defenses, and CNEY scores: Pricing Power (14), Cost Advantage (52), Customer Stickiness (17), Capital Efficiency (24), Resilience (39), Scale & Market Position (12). 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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