PLAYSTUDIOS, Inc. MYPSW

Competitive advantage analysis · communication-services

Corporate Default
Overall moat score
55/100
Moderate

Ranked against 25 peers in Electronic Gaming & Multimedia

About PLAYSTUDIOS, Inc.

PLAYSTUDIOS, Inc. develops and publishes free-to-play casual games for mobile and social platforms in the United States and internationally. The company operates in two segments, playGAMES and playAWARDS. Its game portfolio includes a diverse range of titles, such as social casino, card, and puzzle games under the myVEGAS Slots, myVEGAS Blackjack, my KONAMI Slots, POP! Slots, myVEGAS Bingo, MGM Slots … Full MYPSW analysis →

Key strengths

  • Margins Stable Across Cycles Operating margin volatility is low (stability score 0.83), demonstrating pricing resilience across cycles.
  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.79), suggesting sticky customer base.

Key risks

  • ROIC Below WACC or Peers ROIC at 37.5th percentile suggests inefficient capital deployment.

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
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where MYPSW ranks in Electronic Gaming & Multimedia

PLAYSTUDIOS, Inc. ranks #10 of 26 scored companies in Electronic Gaming & Multimedia by moat score — the top 38%. The widest moat in the group is NetEase, Inc. (NTES) at 83/100.

# Company Moat score Rating
6 Gamehaus Holdings Inc. GMHS 58/100 Moderate
7 Bilibili Inc. BILI 58/100 Moderate
8 GCL Global Holdings Ltd GCL 56/100 Moderate
9 PLAYSTUDIOS, Inc. MYPS 55/100 Moderate
10 PLAYSTUDIOS, Inc. MYPSW 55/100 Moderate
11 Nexters Inc. Warrant GDEVW 53/100 Moderate
12 GDEV Inc. GDEV 53/100 Moderate
13 Sohu.com Limited SOHU 49/100 Developing
14 Playtika Holding Corp. PLTK 48/100 Developing

See every General Corporate company ranked by moat score →

How MYPSW 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 48 · 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 67 · 15% of the moat score

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

Capital Efficiency

Score 42 · 18% of the moat score

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

Resilience

Score 68 · 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 55 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding MYPSW's moat

What is PLAYSTUDIOS, Inc.'s moat score?

PLAYSTUDIOS, Inc. (MYPSW) scores 55 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #10 of 26 scored companies in Electronic Gaming & Multimedia, the top 38%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 25 companies in Electronic Gaming & Multimedia. Its strongest defense is Resilience (68/100) and its weakest is Capital Efficiency (42/100).

How does PLAYSTUDIOS, Inc. compare with other Electronic Gaming & Multimedia companies?

PLAYSTUDIOS, Inc. ranks #10 of 26 scored companies in Electronic Gaming & Multimedia by moat score. The widest moat in Electronic Gaming & Multimedia is NetEase, Inc. (NTES) at 83/100. The companies ranked closest are PLAYSTUDIOS, Inc. (MYPS) at 55 just above it and Nexters Inc. Warrant (GDEVW) at 53 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 25 companies in Electronic Gaming & Multimedia. The defenses are then weighted to produce the overall score out of 100.

Why is PLAYSTUDIOS, 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 PLAYSTUDIOS, Inc.?

The Corporate Default template measures 6 defenses, and MYPSW scores: Pricing Power (53), Cost Advantage (48), Customer Stickiness (67), Capital Efficiency (42), Resilience (68), Scale & Market Position (55). 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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