Skillz Inc. operates a mobile game platform in the United States, Israel, China, Malta, Hong Kong, Cyprus, and internationally. The company operates in two segments, Skillz and Aarki. It offers an eSports gaming platform, which enables game developers to monetize content through multi-player competition. The company provides advertising solutions for mobile app developers. It distributes games through direct app download …
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Competitive advantage assessment
Key strengths
Operating Leverage in EffectOperating leverage is evident (score 0.86), with margins expanding over time.
Key risks
ROIC Below WACC or PeersROIC at 17.4th percentile suggests inefficient capital deployment.
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.13), 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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Where SKLZ ranks in Electronic Gaming & Multimedia
Skillz Inc. ranks #21 of 26
scored companies in Electronic Gaming & Multimedia by moat score — the top 81%.
The widest moat in the group is NetEase, Inc. (NTES)
at 83/100.
Moat scores for companies ranked near SKLZ in Electronic Gaming & Multimedia
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 12
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 27
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 34
· 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 68
· 15% of the moat score
Scale matters only when it converts into economics.
Skillz Inc. (SKLZ) scores 29 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #21 of 26 scored companies in Electronic Gaming & Multimedia, the top 81%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 25 companies in Electronic Gaming & Multimedia. Its strongest defense is Scale & Market Position (68/100) and its weakest is Customer Stickiness (12/100).
How does Skillz Inc. compare with other Electronic Gaming & Multimedia companies?
Skillz Inc. ranks #21 of 26 scored companies in Electronic Gaming & Multimedia by moat score. The widest moat in Electronic Gaming & Multimedia is NetEase, Inc. (NTES) at 83/100. The companies ranked closest are Blue Hat Interactive Entertainm (BHAT) at 31 just above it and GigaMedia Limited (GIGM) 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 25 companies in Electronic Gaming & Multimedia. The defenses are then weighted to produce the overall score out of 100.
Why is Skillz 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 Skillz Inc.?
The Corporate Default template measures 6 defenses, and SKLZ scores: Pricing Power (21), Cost Advantage (13), Customer Stickiness (12), Capital Efficiency (27), Resilience (34), Scale & Market Position (68). 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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