Ondas Inc. provides private wireless, drone, and automated data solutions in the United States and internationally. It operates through two segments: Ondas Networks and Ondas Autonomous Systems. The company designs, develops, manufactures, sells, and supports FullMAX, a software defined radio (SDR) platform for wide-area broadband networks. Its FullMAX SDR platform enables secure and reliable industrial-grade connectivity for truly mission-critical applications. …
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Competitive advantage assessment
Key strengths
Operating Leverage in EffectOperating leverage is evident (score 1.00), with margins expanding over time.
Strong Liquidity BufferLiquidity position is strong (score 0.91), providing operational cushion.
Key risks
ROIC Below WACC or PeersROIC at 26.9th percentile suggests inefficient capital deployment.
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.04), suggesting weak customer stickiness.
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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Ondas Holdings Inc. ranks #43 of 59
scored companies in Communication Equipment by moat score — the top 73%.
The widest moat in the group is Ubiquiti Inc. (UI)
at 82/100.
Moat scores for companies ranked near ONDS in Communication Equipment
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 13
· 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 9
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 18
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 47
· 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 63
· 15% of the moat score
Scale matters only when it converts into economics.
Ondas Holdings Inc. (ONDS) scores 27 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #43 of 59 scored companies in Communication Equipment, the top 73%. 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 Scale & Market Position (63/100) and its weakest is Customer Stickiness (9/100).
How does Ondas Holdings Inc. compare with other Communication Equipment companies?
Ondas Holdings Inc. ranks #43 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 Amplitech Group, Inc. (AMPGW) at 28 just above it and EchoStar Corporation (SATS) at 27 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 Ondas Holdings 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 Ondas Holdings Inc.?
The Corporate Default template measures 6 defenses, and ONDS scores: Pricing Power (13), Cost Advantage (13), Customer Stickiness (9), Capital Efficiency (18), Resilience (47), Scale & Market Position (63). 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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