Mobilicom Limited engages in the provision of hardware products and software and cybersecurity solutions for drones, small-sized unmanned aerial vehicles (SUAV), and robotics in Israel, the United States, Canada, and internationally. The company offers OS3 platform, a software solution designed to deliver operational security, safety, and standards compliance for the commercial and defense uncrewed drones and robotics industry; ICE cybersecurity …
Full MOB analysis →
Competitive advantage assessment
Key strengths
Strong Liquidity BufferLiquidity position is strong (score 0.98), providing operational cushion.
Key risks
ROIC Below WACC or PeersROIC at 7.5th percentile suggests inefficient capital deployment.
Below-Peer Operating EfficiencyOperating margin at 7.4th percentile indicates below-peer efficiency.
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.
Mobilicom Limited ranks #51 of 59
scored companies in Communication Equipment by moat score — the top 86%.
The widest moat in the group is Ubiquiti Inc. (UI)
at 82/100.
Moat scores for companies ranked near MOB in Communication Equipment
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 6
· 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 17
· 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 35
· 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 32
· 15% of the moat score
Scale matters only when it converts into economics.
Mobilicom Limited (MOB) scores 19 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as weak. It ranks #51 of 59 scored companies in Communication Equipment, the top 86%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 58 companies in Communication Equipment. Its strongest defense is Resilience (35/100) and its weakest is Cost Advantage (6/100).
How does Mobilicom Limited compare with other Communication Equipment companies?
Mobilicom Limited ranks #51 of 59 scored companies in Communication Equipment by moat score. The widest moat in Communication Equipment is Ubiquiti Inc. (UI) at 82/100. The companies ranked closest are AST SpaceMobile, Inc. (ASTS) at 20 just above it and MOBILICOM LTD C/WTS 31/08/2027 (MOBBW) at 18 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 58 companies in Communication Equipment. The defenses are then weighted to produce the overall score out of 100.
Why is Mobilicom 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 Mobilicom Limited?
The Corporate Default template measures 6 defenses, and MOB scores: Pricing Power (18), Cost Advantage (6), Customer Stickiness (17), Capital Efficiency (8), Resilience (35), Scale & Market Position (32). 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.
We value your privacy
We use cookies to enhance your browsing experience, analyze site traffic, and personalize content. By clicking 'Accept All', you consent to our use of cookies.
Read our cookie policy
Cookie Preferences
Manage your cookie preferences. Essential cookies are always enabled.