Solid Power, Inc. SLDP

Competitive advantage analysis · consumer-cyclical

Corporate Default
Overall moat score
23/100
Weak

About Solid Power, Inc.

Solid Power, Inc., a research and development-stage company, develops solid-state battery technologies for the electric vehicles markets in the United States. It engages in the development of sulfide-based solid electrolytes. The company was founded in 2011 and is headquartered in Louisville, Colorado. Full SLDP analysis →

Competitive advantage assessment

Key strengths

  • Operating Leverage in Effect Operating leverage is evident (score 0.91), with margins expanding over time.
  • Strong Liquidity Buffer Liquidity position is strong (score 0.98), providing operational cushion.

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 14.3th percentile with high volatility suggests weak pricing power or commoditized products.
  • Below-Peer Operating Efficiency Operating margin at 12.5th 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.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Weak
11

Where SLDP ranks in Auto Parts

Solid Power, Inc. ranks #51 of 60 scored companies in Auto Parts by moat score — the top 85%. The widest moat in the group is Allison Transmission Holdings, (ALSN) at 83/100.

Moat scores for companies ranked near SLDP in Auto Parts
# Company Moat score Rating
47 Innoviz Technologies Ltd. INVZ 27/100 Developing
48 Innoviz Technologies Ltd. INVZW 27/100 Developing
49 Worksport, Ltd. WKSP 26/100 Developing
50 Solid Power, Inc. SLDPW 24/100 Weak
51 Solid Power, Inc. SLDP 23/100 Weak
52 Hyliion Holdings Corp. HYLN 23/100 Weak
53 Foresight Autonomous Holdings L FRSX 23/100 Weak
54 Westport Fuel Systems Inc WPRT 23/100 Weak
55 Luminar Technologies, Inc. LAZR 15/100 Weak

See every General Corporate company ranked by moat score →

How SLDP scores on the Corporate Default defenses

Pricing Power

Score 11 · 20% of the moat score

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

Cost Advantage

Score 11 · 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 28 · 18% of the moat score

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

Resilience

Score 33 · 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 44 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding SLDP's moat

What is Solid Power, Inc.'s moat score?

Solid Power, Inc. (SLDP) scores 23 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as weak. It ranks #51 of 60 scored companies in Auto Parts, the top 85%. 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 (44/100) and its weakest is Cost Advantage (11/100).

How does Solid Power, Inc. compare with other Auto Parts companies?

Solid Power, Inc. ranks #51 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 Solid Power, Inc. (SLDPW) at 24 just above it and Hyliion Holdings Corp. (HYLN) at 23 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 Solid Power, 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 Solid Power, Inc.?

The Corporate Default template measures 6 defenses, and SLDP scores: Pricing Power (11), Cost Advantage (11), Customer Stickiness (12), Capital Efficiency (28), Resilience (33), Scale & Market Position (44). 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.

Send Feedback
Please select a category.
0/1000