SES AI Corporation develops and produces AI enhanced lithium metal and lithium ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, robotics, battery energy storage systems, and other applications. It manufactures and sells li metal battery cells and battery materials, such as electrolytes for automotive original equipment manufacturers. SES AI Corporation operates in the United States and the …
Full SES analysis →
Competitive advantage assessment
Key strengths
Strong Liquidity BufferLiquidity position is strong (score 0.93), providing operational cushion.
Key risks
ROIC Below WACC or PeersROIC at 20.0th percentile suggests inefficient capital deployment.
Below-Peer Operating EfficiencyOperating margin at 16.1th 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.
Upgrade to unlock the signals and evidence behind each defense.
Premium access
Unlock full defense analysis
Get key signals, strengths, and risks for every moat dimension.
SES AI Corporation ranks #43 of 60
scored companies in Auto Parts by moat score — the top 72%.
The widest moat in the group is Allison Transmission Holdings, (ALSN)
at 83/100.
Moat scores for companies ranked near SES in Auto Parts
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 16
· 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 16
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 17
· 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 57
· 15% of the moat score
Scale matters only when it converts into economics.
SES AI Corporation (SES) scores 30 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #43 of 60 scored companies in Auto Parts, the top 72%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 59 companies in Auto Parts. Its strongest defense is Scale & Market Position (57/100) and its weakest is Cost Advantage (16/100).
How does SES AI Corporation compare with other Auto Parts companies?
SES AI Corporation ranks #43 of 60 scored companies in Auto Parts by moat score. The widest moat in Auto Parts is Allison Transmission Holdings, (ALSN) at 83/100. The companies ranked closest are Fox Factory Holding Corp. (FOXF) at 32 just above it and QuantumScape Corporation (QS) at 29 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 59 companies in Auto Parts. The defenses are then weighted to produce the overall score out of 100.
Why is SES AI 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 SES AI Corporation?
The Corporate Default template measures 6 defenses, and SES scores: Pricing Power (29), Cost Advantage (16), Customer Stickiness (16), Capital Efficiency (17), Resilience (50), Scale & Market Position (57). 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.
We value your privacy
We use cookies to enhance your browsing experience, analyze site traffic, and personalize content. By clicking 'Accept All', you consent to our use of cookies.
Read our cookie policy
Cookie Preferences
Manage your cookie preferences. Essential cookies are always enabled.