Emergent BioSolutions Inc. EBS

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
66/100
Moderate

About Emergent BioSolutions Inc.

Emergent BioSolutions Inc., a life sciences company, provides preparedness and response solutions for accidental, deliberate, and naturally occurring public health threats in the United States. The company offers NARCAN Nasal Spray for the emergency treatment of known or suspected opioid overdose; Vaxchora vaccine for the prevention of cholera; Vivotif vaccine for oral administration for the prevention of typhoid fever; Anthrasil … Full EBS analysis →

Competitive advantage assessment

Key strengths

  • Consistent Cash Generation Cash generation is strong and consistent (score 0.88).
  • Cost Leadership Position Operating margin at 80.2th percentile with strong OpEx control demonstrates cost leadership.

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
57

Where EBS ranks in Drug Manufacturers - Specialty & Generic

Emergent BioSolutions Inc. ranks #20 of 91 scored companies in Drug Manufacturers - Specialty & Generic by moat score — the top 22%. The widest moat in the group is Zoetis Inc. (ZTS) at 85/100.

Moat scores for companies ranked near EBS in Drug Manufacturers - Specialty & Generic
# Company Moat score Rating
16 Dr. Reddy's Laboratories Ltd RDY 67/100 Moderate
17 Akebia Therapeutics, Inc. AKBA 67/100 Moderate
18 Indivior PLC INDV 67/100 Moderate
19 Organogenesis Holdings Inc. ORGO 66/100 Moderate
20 Emergent BioSolutions Inc. EBS 66/100 Moderate
21 Kiniksa Pharmaceuticals, Ltd. KNSA 65/100 Moderate
22 Teva Pharmaceutical Industries TEVA 64/100 Moderate
23 Pacira BioSciences, Inc. PCRX 62/100 Moderate
24 Harrow, Inc. HROW 61/100 Moderate

See every Pharma / Mature Biotech company ranked by moat score →

How EBS scores on the Corporate Default defenses

Pricing Power

Score 57 · 20% of the moat score

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

Cost Advantage

Score 80 · 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 76 · 15% of the moat score

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

Capital Efficiency

Score 61 · 18% of the moat score

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

Resilience

Score 74 · 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 52 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding EBS's moat

What is Emergent BioSolutions Inc.'s moat score?

Emergent BioSolutions Inc. (EBS) scores 66 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #20 of 91 scored companies in Drug Manufacturers - Specialty & Generic, the top 22%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 90 companies in Drug Manufacturers - Specialty & Generic. Its strongest defense is Cost Advantage (80/100) and its weakest is Scale & Market Position (52/100).

How does Emergent BioSolutions Inc. compare with other Drug Manufacturers - Specialty & Generic companies?

Emergent BioSolutions Inc. ranks #20 of 91 scored companies in Drug Manufacturers - Specialty & Generic by moat score. The widest moat in Drug Manufacturers - Specialty & Generic is Zoetis Inc. (ZTS) at 85/100. The companies ranked closest are Organogenesis Holdings Inc. (ORGO) at 66 just above it and Kiniksa Pharmaceuticals, Ltd. (KNSA) at 65 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 90 companies in Drug Manufacturers - Specialty & Generic. The defenses are then weighted to produce the overall score out of 100.

Why is Emergent BioSolutions 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 Emergent BioSolutions Inc.?

The Corporate Default template measures 6 defenses, and EBS scores: Pricing Power (57), Cost Advantage (80), Customer Stickiness (76), Capital Efficiency (61), Resilience (74), Scale & Market Position (52). 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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