Neonode Inc. NEON

Competitive advantage analysis · technology

Corporate Default
Overall moat score
59/100
Moderate

Ranked against 51 peers in Electronic Components

About Neonode Inc.

Neonode Inc., together with its subsidiaries, develops optical sensing solutions for contactless touch, touch, and gesture sensing in the United States, Japan, South Korea, Germany, Sweden, China, and internationally. It also offers software solutions for machine perception to detect and track persons and objects in video streams from cameras and other types of imagers. In addition, it licenses its zForce … Full NEON analysis →

Key strengths

  • Scale Supporting Profitability Profitability at scale is strong (score 0.98), demonstrating competitive advantages.
  • ROIC Sustainably Above Peers ROIC at 91.7th percentile exceeds peers and WACC, demonstrating superior capital allocation.

Key risks

  • Weak or Negative Cash Flow Cash generation is weak (score 0.00), limiting financial flexibility.
  • Inconsistent Cash Generation Cash generation is inconsistent (score 0.00), indicating operational challenges.

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
60
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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 NEON ranks in Electronic Components

Neonode Inc. ranks #20 of 52 scored companies in Electronic Components by moat score — the top 38%. The widest moat in the group is Universal Display Corporation (OLED) at 82/100.

# Company Moat score Rating
16 Flex Ltd. FLEX 62/100 Moderate
17 TTM Technologies, Inc. TTMI 61/100 Moderate
18 Sanmina Corporation SANM 61/100 Moderate
19 Knowles Corporation KN 60/100 Moderate
20 Neonode Inc. NEON 59/100 Moderate
21 Jabil Inc. JBL 59/100 Moderate
22 LSI Industries Inc. LYTS 54/100 Moderate
23 Deswell Industries, Inc. DSWL 53/100 Moderate
24 Benchmark Electronics, Inc. BHE 52/100 Moderate

See every General Corporate company ranked by moat score →

How NEON scores on the Corporate Default defenses

Pricing Power

Score 60 · 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 22 · 15% of the moat score

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

Capital Efficiency

Score 73 · 18% of the moat score

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

Resilience

Score 50 · 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 97 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding NEON's moat

What is Neonode Inc.'s moat score?

Neonode Inc. (NEON) scores 59 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #20 of 52 scored companies in Electronic Components, the top 38%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 51 companies in Electronic Components. Its strongest defense is Scale & Market Position (97/100) and its weakest is Customer Stickiness (22/100).

How does Neonode Inc. compare with other Electronic Components companies?

Neonode Inc. ranks #20 of 52 scored companies in Electronic Components by moat score. The widest moat in Electronic Components is Universal Display Corporation (OLED) at 82/100. The companies ranked closest are Knowles Corporation (KN) at 60 just above it and Jabil Inc. (JBL) at 59 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 51 companies in Electronic Components. The defenses are then weighted to produce the overall score out of 100.

Why is Neonode 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 Neonode Inc.?

The Corporate Default template measures 6 defenses, and NEON scores: Pricing Power (60), Cost Advantage (49), Customer Stickiness (22), Capital Efficiency (73), Resilience (50), Scale & Market Position (97). 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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