GlobalFoundries Inc. GFS

Competitive advantage analysis · technology

Corporate Default
Overall moat score
62/100
Moderate

About GlobalFoundries Inc.

GlobalFoundries Inc., a semiconductor foundry, provides range of mainstream wafer fabrication services and technologies worldwide. It offers semiconductor devices, including microprocessors, mobile application processors, baseband processors, network processors, radio frequency modems, microcontrollers, and power management units. The company was incorporated in 2008 and is headquartered in Malta, New York. Full GFS analysis →

Competitive advantage assessment

Key strengths

  • Operating Expense Control OpEx growth is controlled (score 0.69), demonstrating operating leverage.
  • Operating Leverage in Effect Operating leverage is evident (score 0.74), with margins expanding over time.

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
53

Where GFS ranks in Semiconductors

GlobalFoundries Inc. ranks #20 of 66 scored companies in Semiconductors by moat score — the top 30%. The widest moat in the group is NVE Corporation (NVEC) at 86/100.

Moat scores for companies ranked near GFS in Semiconductors
# Company Moat score Rating
16 Astera Labs, Inc. ALAB 68/100 Moderate
17 Tower Semiconductor Ltd. TSEM 63/100 Moderate
18 Silicon Motion Technology Corpo SIMO 63/100 Moderate
19 Marvell Technology, Inc. MRVL 62/100 Moderate
20 GlobalFoundries Inc. GFS 62/100 Moderate
21 Skyworks Solutions, Inc. SWKS 61/100 Moderate
22 Qorvo, Inc. QRVO 60/100 Moderate
23 Advanced Micro Devices, Inc. AMD 59/100 Moderate
24 ASE Technology Holding Co., Ltd ASX 58/100 Moderate

See every General Corporate company ranked by moat score →

How GFS scores on the Corporate Default defenses

Pricing Power

Score 53 · 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 65 · 15% of the moat score

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

Capital Efficiency

Score 62 · 18% of the moat score

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

Resilience

Score 59 · 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 56 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding GFS's moat

What is GlobalFoundries Inc.'s moat score?

GlobalFoundries Inc. (GFS) scores 62 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #20 of 66 scored companies in Semiconductors, the top 30%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 65 companies in Semiconductors. Its strongest defense is Cost Advantage (80/100) and its weakest is Pricing Power (53/100).

How does GlobalFoundries Inc. compare with other Semiconductors companies?

GlobalFoundries Inc. ranks #20 of 66 scored companies in Semiconductors by moat score. The widest moat in Semiconductors is NVE Corporation (NVEC) at 86/100. The companies ranked closest are Marvell Technology, Inc. (MRVL) at 62 just above it and Skyworks Solutions, Inc. (SWKS) at 61 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 65 companies in Semiconductors. The defenses are then weighted to produce the overall score out of 100.

Why is GlobalFoundries 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 GlobalFoundries Inc.?

The Corporate Default template measures 6 defenses, and GFS scores: Pricing Power (53), Cost Advantage (80), Customer Stickiness (65), Capital Efficiency (62), Resilience (59), Scale & Market Position (56). 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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