Rogers Corporation ROG

Competitive advantage analysis · technology

Corporate Default
Overall moat score
44/100
Developing

About Rogers Corporation

Rogers Corporation designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa. It operates in two Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS) segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and … Full ROG analysis →

Competitive advantage assessment

Key strengths

  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.85), suggesting sticky customer base.
  • Cash Generation Consistent Cash generation is consistent (score 0.72), indicating reliable business model.

Key risks

  • ROIC Below WACC or Peers ROIC at 29.2th percentile suggests inefficient capital deployment.
  • Below-Peer Operating Efficiency Operating margin at 30.6th 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.

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Pricing Power

Developing
28

Where ROG ranks in Electronic Components

Rogers Corporation ranks #28 of 52 scored companies in Electronic Components by moat score — the top 54%. The widest moat in the group is Universal Display Corporation (OLED) at 82/100.

Moat scores for companies ranked near ROG in Electronic Components
# Company Moat score Rating
24 Benchmark Electronics, Inc. BHE 52/100 Moderate
25 Eltek Ltd. ELTK 50/100 Developing
26 Littelfuse, Inc. LFUS 49/100 Developing
27 Richardson Electronics, Ltd. RELL 45/100 Developing
28 Rogers Corporation ROG 44/100 Developing
29 MicroCloud Hologram Inc. HOLOW 43/100 Developing
30 MicroCloud Hologram Inc. HOLO 42/100 Developing
31 Methode Electronics, Inc. MEI 40/100 Developing
32 CPS Technologies Corp. CPSH 38/100 Developing

See every General Corporate company ranked by moat score →

How ROG scores on the Corporate Default defenses

Pricing Power

Score 28 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 38 · 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 78 · 15% of the moat score

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

Capital Efficiency

Score 30 · 18% of the moat score

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

Resilience

Score 67 · 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.

How each Corporate Default defense is measured, in full →

Understanding ROG's moat

What is Rogers Corporation's moat score?

Rogers Corporation (ROG) scores 44 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #28 of 52 scored companies in Electronic Components, the top 54%. 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 Customer Stickiness (78/100) and its weakest is Pricing Power (28/100).

How does Rogers Corporation compare with other Electronic Components companies?

Rogers Corporation ranks #28 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 Richardson Electronics, Ltd. (RELL) at 45 just above it and MicroCloud Hologram Inc. (HOLOW) at 42 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 Rogers Corporation 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 Rogers Corporation?

The Corporate Default template measures 6 defenses, and ROG scores: Pricing Power (28), Cost Advantage (38), Customer Stickiness (78), Capital Efficiency (30), Resilience (67), 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.

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