Indivior Pharmaceuticals, Inc., together with its subsidiaries, develops, manufactures, and sells buprenorphine-based prescription drugs for the treatment of opioid dependence and related disorders in the United States, Europe, Canada, Australia, and internationally. The company develops medicines to treat substance use disorders. Its core marketed products include SUBLOCADE buprenorphine extended-release monthly injections; SUBOXONE Film, a buprenorphine and naloxone sublingual film; SUBOXONE …
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Competitive advantage assessment
Key strengths
Margins Consistently Above PeersGross margin at 80.2% (top 19%) and operating margin at 21.2% (top 10%) indicate strong pricing power.
ROIC Sustainably Above PeersROIC at 100.0th percentile exceeds peers and WACC, demonstrating superior capital allocation.
Key risks
Liquidity ConcernsLiquidity is concerning (score 0.11), raising questions about short-term obligations.
Where INDV ranks in Drug Manufacturers - Specialty & Generic
Indivior PLC ranks #18 of 91
scored companies in Drug Manufacturers - Specialty & Generic by moat score — the top 20%.
The widest moat in the group is Zoetis Inc. (ZTS)
at 85/100.
Moat scores for companies ranked near INDV in Drug Manufacturers - Specialty & Generic
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 66
· 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 64
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 78
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 48
· 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 66
· 15% of the moat score
Scale matters only when it converts into economics.
Indivior PLC (INDV) scores 67 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #18 of 91 scored companies in Drug Manufacturers - Specialty & Generic, the top 20%. 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 Capital Efficiency (78/100) and its weakest is Resilience (48/100).
How does Indivior PLC compare with other Drug Manufacturers - Specialty & Generic companies?
Indivior PLC ranks #18 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 Akebia Therapeutics, Inc. (AKBA) at 67 just above it and Organogenesis Holdings Inc. (ORGO) at 66 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 Indivior PLC 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 Indivior PLC?
The Corporate Default template measures 6 defenses, and INDV scores: Pricing Power (75), Cost Advantage (66), Customer Stickiness (64), Capital Efficiency (78), Resilience (48), Scale & Market Position (66). 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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