Atlassian Corporation TEAM

Competitive advantage analysis · technology

Software & SaaS Specialized
Overall moat score
63/100
Moderate

About Atlassian Corporation

Atlassian Corporation provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide. Its product portfolio includes Jira, a project management platform for planning, tracking, and managing work; Confluence, a connected workspace to create, organize, and share team knowledge, documents, and collaboration content; Loom, an asynchronous video communication tool … Full TEAM analysis →

Competitive advantage assessment

Key strengths

  • Premium Software Margins Gross margin quality is strong versus peers (score 0.72), consistent with premium software economics.
  • Consistent Subscription Growth Revenue consistency is strong (score 0.90), pointing to a sticky customer base.

Key risks

  • FCF Trend Is Softening FCF trend is weak (score 0.25), suggesting cash scalability is deteriorating.

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

Strong
76

Where TEAM ranks in Software - Application

Atlassian Corporation ranks #69 of 264 scored companies in Software - Application by moat score — the top 26%. The widest moat in the group is Dave Inc. (DAVE) at 80/100.

Moat scores for companies ranked near TEAM in Software - Application
# Company Moat score Rating
65 Life360, Inc. LIF 63/100 Moderate
66 Alkami Technology, Inc. ALKT 63/100 Moderate
67 Dayforce, Inc. DAY 63/100 Moderate
68 Uber Technologies, Inc. UBER 63/100 Moderate
69 Atlassian Corporation TEAM 63/100 Moderate
70 Enfusion, Inc. ENFN 63/100 Moderate
71 ZoomInfo Technologies Inc. GTM 63/100 Moderate
72 Vertex, Inc. VERX 62/100 Moderate
73 BlackLine, Inc. BL 62/100 Moderate

See every Software & SaaS company ranked by moat score →

How TEAM scores on the Software & SaaS Specialized defenses

Pricing Power

Score 76 · 20% of the moat score

In software, pricing power is visible in gross margin: a vendor that has to discount in order to renew gives it up first.

Recurring Revenue Stickiness

Score 75 · 18% of the moat score

Recurring revenue is the model's central claim, and it is a moat only when customers renew and expand without being re-sold each year.

Innovation Engine

Score 63 · 16% of the moat score

Software is competed away rather than depreciated, so a vendor that stops investing loses its category.

Cash Scalability

Score 53 · 18% of the moat score

The test of a software business is whether growth eventually stops consuming cash.

Capital Efficiency

Score 50 · 16% of the moat score

A software platform employs very little capital, so a genuine franchise should produce high returns on it without leverage.

Balance Sheet Resilience

Score 52 · 12% of the moat score

Software companies fund years of customer acquisition before those customers pay back, which makes access to capital a strategic variable rather than a treasury detail.

How each Software & SaaS Specialized defense is measured, in full →

Understanding TEAM's moat

What is Atlassian Corporation's moat score?

Atlassian Corporation (TEAM) scores 63 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #69 of 264 scored companies in Software - Application, the top 26%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 263 companies in Software - Application. Its strongest defense is Pricing Power (76/100) and its weakest is Capital Efficiency (50/100).

How does Atlassian Corporation compare with other Software - Application companies?

Atlassian Corporation ranks #69 of 264 scored companies in Software - Application by moat score. The widest moat in Software - Application is Dave Inc. (DAVE) at 80/100. The companies ranked closest are Uber Technologies, Inc. (UBER) at 63 just above it and Enfusion, Inc. (ENFN) at 62 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Software & SaaS Specialized 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 263 companies in Software - Application. The defenses are then weighted to produce the overall score out of 100.

Why is Atlassian Corporation scored with the Software & SaaS Specialized template?

Software costs almost nothing to reproduce, so the entire economic question is whether customers keep paying. Revenue is a subscription rather than a sale, the cost of winning a customer is paid years before that customer becomes profitable, and margins arrive only if renewals hold. The Software & SaaS template scores retention, reinvestment, and the point at which growth turns into cash.

Which competitive defenses are measured for Atlassian Corporation?

The Software & SaaS Specialized template measures 6 defenses, and TEAM scores: Pricing Power (76), Recurring Revenue Stickiness (75), Innovation Engine (63), Cash Scalability (53), Capital Efficiency (50), Balance Sheet Resilience (52). 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