Sol-Gel Technologies Ltd. SLGL

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
61/100
Moderate

Ranked against 712 peers in Biotechnology

About Sol-Gel Technologies Ltd.

Sol-Gel Technologies Ltd., together with its subsidiary Sol-Gel Technologies Inc., develops topical dermatological drugs for patients with severe skin conditions in Israel, China, Switzerland, Canada, and internationally. The company offers Twyneo, a once-daily, non-antibiotic topical cream for the treatment of acne vulgaris; and Epsolay, a once-daily topical cream for the treatment of papulopustular (subtype II) rosacea. It also develops SGT-610 … Full SLGL analysis →

Key strengths

  • Cost Leadership Position Operating margin at 78.9th percentile with strong OpEx control demonstrates cost leadership.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.87).

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.00), raising refinancing risk.
  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.26), 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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Pricing Power

Developing
45
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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 SLGL ranks in Biotechnology

Sol-Gel Technologies Ltd. ranks #91 of 713 scored companies in Biotechnology by moat score — the top 13%. The widest moat in the group is Royalty Pharma plc (RPRX) at 85/100.

# Company Moat score Rating
87 LakeShore Biopharma Co., Ltd LSB 61/100 Moderate
88 Sangamo Therapeutics, Inc. SGMO 61/100 Moderate
89 Xencor, Inc. XNCR 61/100 Moderate
90 Erasca, Inc. ERAS 61/100 Moderate
91 Sol-Gel Technologies Ltd. SLGL 61/100 Moderate
92 Ardelyx, Inc. ARDX 61/100 Moderate
93 Arvinas, Inc. ARVN 61/100 Moderate
94 Protara Therapeutics, Inc. TARA 61/100 Moderate
95 Astria Therapeutics, Inc. ATXS 61/100 Moderate

See every Biotech / Pre-Revenue company ranked by moat score →

How SLGL scores on the Corporate Default defenses

Pricing Power

Score 44 · 20% of the moat score

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

Cost Advantage

Score 87 · 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 62 · 15% of the moat score

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

Capital Efficiency

Score 48 · 18% of the moat score

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

Resilience

Score 64 · 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 70 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding SLGL's moat

What is Sol-Gel Technologies Ltd.'s moat score?

Sol-Gel Technologies Ltd. (SLGL) scores 61 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #91 of 713 scored companies in Biotechnology, the top 13%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 712 companies in Biotechnology. Its strongest defense is Cost Advantage (87/100) and its weakest is Pricing Power (44/100).

How does Sol-Gel Technologies Ltd. compare with other Biotechnology companies?

Sol-Gel Technologies Ltd. ranks #91 of 713 scored companies in Biotechnology by moat score. The widest moat in Biotechnology is Royalty Pharma plc (RPRX) at 85/100. The companies ranked closest are Erasca, Inc. (ERAS) at 61 just above it and Ardelyx, Inc. (ARDX) at 61 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 712 companies in Biotechnology. The defenses are then weighted to produce the overall score out of 100.

Why is Sol-Gel Technologies Ltd. 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 Sol-Gel Technologies Ltd.?

The Corporate Default template measures 6 defenses, and SLGL scores: Pricing Power (44), Cost Advantage (87), Customer Stickiness (62), Capital Efficiency (48), Resilience (64), Scale & Market Position (70). 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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