Cardiff Oncology, Inc. CRDF

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
34/100
Developing

Ranked against 712 peers in Biotechnology

About Cardiff Oncology, Inc.

Cardiff Oncology, Inc., a clinical-stage biotechnology company, develops novel therapies for the treatment of various cancers in the United States. Its lead drug candidate is Onvansertib, an oral and selective polo-like kinase 1 inhibitor for treating RAS-mutated metastatic colorectal cancer. The company also focuses on the clinical program in indications, such as investigator-initiated trials in metastatic pancreatic ductal adenocarcinoma, small … Full CRDF analysis →

Key strengths

  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.90), suggesting sticky customer base.
  • Operating Leverage in Effect Operating leverage is evident (score 0.78), with margins expanding over time.

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 12.0th percentile with high volatility suggests weak pricing power or commoditized products.
  • Below-Peer Operating Efficiency Operating margin at 17.9th percentile indicates below-peer efficiency.

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
23
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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 CRDF ranks in Biotechnology

Cardiff Oncology, Inc. ranks #454 of 713 scored companies in Biotechnology by moat score — the top 64%. The widest moat in the group is Royalty Pharma plc (RPRX) at 85/100.

# Company Moat score Rating
450 Corbus Pharmaceuticals Holdings CRBP 35/100 Developing
451 Spruce Biosciences, Inc. SPRB 35/100 Developing
452 Hoth Therapeutics, Inc. HOTH 34/100 Developing
453 Sensei Biotherapeutics, Inc. SNSE 34/100 Developing
454 Cardiff Oncology, Inc. CRDF 34/100 Developing
455 KALA BIO, Inc. KALA 34/100 Developing
456 Biodexa Pharmaceuticals plc BDRX 34/100 Developing
457 RAPT Therapeutics, Inc. RAPT 34/100 Developing
458 Exicure, Inc. XCUR 34/100 Developing

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

How CRDF scores on the Corporate Default defenses

Pricing Power

Score 23 · 20% of the moat score

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

Cost Advantage

Score 17 · 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 46 · 15% of the moat score

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

Capital Efficiency

Score 36 · 18% of the moat score

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

Resilience

Score 44 · 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 40 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding CRDF's moat

What is Cardiff Oncology, Inc.'s moat score?

Cardiff Oncology, Inc. (CRDF) scores 34 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #454 of 713 scored companies in Biotechnology, the top 64%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 712 companies in Biotechnology. Its strongest defense is Customer Stickiness (46/100) and its weakest is Cost Advantage (17/100).

How does Cardiff Oncology, Inc. compare with other Biotechnology companies?

Cardiff Oncology, Inc. ranks #454 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 Sensei Biotherapeutics, Inc. (SNSE) at 34 just above it and KALA BIO, Inc. (KALA) at 34 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 Cardiff Oncology, 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 Cardiff Oncology, Inc.?

The Corporate Default template measures 6 defenses, and CRDF scores: Pricing Power (23), Cost Advantage (17), Customer Stickiness (46), Capital Efficiency (36), Resilience (44), Scale & Market Position (40). 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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