Gevo, Inc. GEVO

Competitive advantage analysis · basic-materials

Corporate Default
Overall moat score
30/100
Developing

Ranked against 56 peers in Specialty Chemicals

About Gevo, Inc.

Gevo, Inc. operates as a carbon abatement company. It operates in three segments: Gevo, GevoFuels, and GevoRNG. The company offers sustainable aviation fuel, motor fuels, and chemicals and materials; certain specialty fuels, on-road fuels, and certain products for the food chain comprising protein and feeds; hydrocarbons for gasoline, racing fuel blend stocks, and diesel fuel; ethylene and butenes; plastics and … Full GEVO analysis →

Key strengths

  • Operating Leverage in Effect Operating leverage is evident (score 0.98), with margins expanding over time.

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.04), suggesting weak customer stickiness.
  • Elevated Debt Risk Debt serviceability is weak (score 0.25), 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.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Weak
19
Premium

Signals, strengths and risks for Pricing Power

Premium

Signals, strengths and risks for Cost Advantage

Premium

Signals, strengths and risks for Customer Stickiness

Premium

Signals, strengths and risks for Capital Efficiency

Premium

Signals, strengths and risks for Resilience

Premium

Signals, strengths and risks for Scale & Market Position

Where GEVO ranks in Specialty Chemicals

Gevo, Inc. ranks #40 of 56 scored companies in Specialty Chemicals by moat score — the top 71%. The widest moat in the group is WD-40 Company (WDFC) at 81/100.

# Company Moat score Rating
36 Orion S.A. OEC 35/100 Developing
37 Albemarle Corporation ALB 34/100 Developing
38 LyondellBasell Industries NV LYB 32/100 Developing
39 Kronos Worldwide Inc KRO 32/100 Developing
40 Gevo, Inc. GEVO 30/100 Developing
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

See every General Corporate company ranked by moat score →

How GEVO scores on the Corporate Default defenses

Pricing Power

Score 19 · 20% of the moat score

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

Cost Advantage

Score 22 · 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 12 · 15% of the moat score

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

Capital Efficiency

Score 32 · 18% of the moat score

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

Resilience

Score 27 · 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 73 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding GEVO's moat

What is Gevo, Inc.'s moat score?

Gevo, Inc. (GEVO) scores 30 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #40 of 56 scored companies in Specialty Chemicals, the top 71%. 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 Scale & Market Position (73/100) and its weakest is Customer Stickiness (12/100).

How does Gevo, Inc. compare with other Specialty Chemicals companies?

Gevo, Inc. ranks #40 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 Kronos Worldwide Inc (KRO) at 32 just above it and Chemours Company (The) (CC) at 30 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 Gevo, 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 Gevo, Inc.?

The Corporate Default template measures 6 defenses, and GEVO scores: Pricing Power (19), Cost Advantage (22), Customer Stickiness (12), Capital Efficiency (32), Resilience (27), Scale & Market Position (73). 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.

Send Feedback
Please select a category.
0/1000