Jayud Global Logistics Limited JYD

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
27/100
Developing

About Jayud Global Logistics Limited

Jayud Global Logistics Limited, through its subsidiaries, provides a range of cross-border supply chain solution services worldwide. The company offers freight forwarding services, such as integrated cross-border logistics, fragmented logistics services, and chartered airline freight services. It also offers supply chain management services, such as international trading and agent services; and other value-added services comprising custom brokerage and intelligent logistic … Full JYD analysis →

Competitive advantage assessment

Key risks

  • ROIC Below WACC or Peers ROIC at 19.2th percentile suggests inefficient capital deployment.
  • Commodity Pressure / Weak Differentiation Gross margin at 3.8th percentile with high volatility suggests weak pricing power or commoditized products.

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

Developing
26

Where JYD ranks in Integrated Freight & Logistics

Jayud Global Logistics Limited ranks #23 of 27 scored companies in Integrated Freight & Logistics by moat score — the top 85%. The widest moat in the group is ZTO Express (Cayman) Inc. (ZTO) at 83/100.

Moat scores for companies ranked near JYD in Integrated Freight & Logistics
# Company Moat score Rating
19 PS International Group Ltd. PSIG 32/100 Developing
20 Addentax Group Corp. ATXG 32/100 Developing
21 Freightos Limited Warrants CRGOW 31/100 Developing
22 Lakeside Holding Limited LSH 28/100 Developing
23 Jayud Global Logistics Limited JYD 27/100 Developing
24 Singularity Future Technology L SGLY 27/100 Developing
25 Armlogi Holding Corp. BTOC 26/100 Developing
26 Callan JMB Inc. CJMB 24/100 Weak
27 New Century Logistics (BVI) Lim NCEW 23/100 Weak

See every General Corporate company ranked by moat score →

How JYD scores on the Corporate Default defenses

Pricing Power

Score 26 · 20% of the moat score

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

Cost Advantage

Score 49 · 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 19 · 15% of the moat score

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

Capital Efficiency

Score 8 · 18% of the moat score

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

Resilience

Score 40 · 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 27 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding JYD's moat

What is Jayud Global Logistics Limited's moat score?

Jayud Global Logistics Limited (JYD) scores 27 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #23 of 27 scored companies in Integrated Freight & Logistics, the top 85%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 26 companies in Integrated Freight & Logistics. Its strongest defense is Cost Advantage (49/100) and its weakest is Capital Efficiency (8/100).

How does Jayud Global Logistics Limited compare with other Integrated Freight & Logistics companies?

Jayud Global Logistics Limited ranks #23 of 27 scored companies in Integrated Freight & Logistics by moat score. The widest moat in Integrated Freight & Logistics is ZTO Express (Cayman) Inc. (ZTO) at 83/100. The companies ranked closest are Lakeside Holding Limited (LSH) at 28 just above it and Singularity Future Technology L (SGLY) at 26 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 26 companies in Integrated Freight & Logistics. The defenses are then weighted to produce the overall score out of 100.

Why is Jayud Global Logistics Limited 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 Jayud Global Logistics Limited?

The Corporate Default template measures 6 defenses, and JYD scores: Pricing Power (26), Cost Advantage (49), Customer Stickiness (19), Capital Efficiency (8), Resilience (40), Scale & Market Position (27). 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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