REV Group, Inc. REVG

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
64/100
Moderate

Ranked against 28 peers in Farm & Heavy Construction Machinery

About REV Group, Inc.

REV Group, Inc., together with its subsidiaries, designs, manufactures, and distributes specialty vehicles, and related aftermarket parts and services in North America and internationally. It operates through two segments, Specialty Vehicles and Recreational Vehicles. The Specialty Vehicles segment provides fire apparatus equipment under the Emergency One, Kovatch Mobile Equipment, Ferrara, Spartan Emergency Response, Smeal, Spartan Fire Chassis, and Ladder Tower … Full REVG analysis →

Key strengths

  • ROIC Sustainably Above Peers ROIC at 91.3th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.91), suggesting sticky customer base.

Key risks

  • Liquidity Concerns Liquidity is concerning (score 0.26), raising questions about short-term obligations.
  • Scale Without Profitability Despite scale, profitability lags peers (score 0.39), suggesting limited competitive advantage.

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 REVG ranks in Farm & Heavy Construction Machinery

REV Group, Inc. ranks #10 of 29 scored companies in Farm & Heavy Construction Machinery by moat score — the top 34%. The widest moat in the group is Caterpillar, Inc. (CAT) at 80/100.

# Company Moat score Rating
6 Blue Bird Corporation BLBD 67/100 Moderate
7 Oshkosh Corporation (Holding Co OSK 66/100 Moderate
8 CNH Industrial N.V. CNH 65/100 Moderate
9 PACCAR Inc. PCAR 65/100 Moderate
10 REV Group, Inc. REVG 64/100 Moderate
11 Terex Corporation TEX 63/100 Moderate
12 Astec Industries, Inc. ASTE 60/100 Moderate
13 Wabash National Corporation WNC 51/100 Moderate
14 AGCO Corporation AGCO 50/100 Moderate

See every General Corporate company ranked by moat score →

How REVG 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 74 · 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 80 · 15% of the moat score

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

Capital Efficiency

Score 68 · 18% of the moat score

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

Resilience

Score 57 · 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 53 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding REVG's moat

What is REV Group, Inc.'s moat score?

REV Group, Inc. (REVG) scores 64 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #10 of 29 scored companies in Farm & Heavy Construction Machinery, the top 34%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 28 companies in Farm & Heavy Construction Machinery. Its strongest defense is Customer Stickiness (80/100) and its weakest is Pricing Power (53/100).

How does REV Group, Inc. compare with other Farm & Heavy Construction Machinery companies?

REV Group, Inc. ranks #10 of 29 scored companies in Farm & Heavy Construction Machinery by moat score. The widest moat in Farm & Heavy Construction Machinery is Caterpillar, Inc. (CAT) at 80/100. The companies ranked closest are PACCAR Inc. (PCAR) at 65 just above it and Terex Corporation (TEX) at 63 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 28 companies in Farm & Heavy Construction Machinery. The defenses are then weighted to produce the overall score out of 100.

Why is REV Group, 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 REV Group, Inc.?

The Corporate Default template measures 6 defenses, and REVG scores: Pricing Power (53), Cost Advantage (74), Customer Stickiness (80), Capital Efficiency (68), Resilience (57), Scale & Market Position (53). 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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