TherapeuticsMD, Inc. operates as a pharmaceutical royalty company in the United States. It has a license agreement with Mayne Pharma to commercialize the IMVEXXY, BIJUVA, and ANNOVERA prescription prenatal vitamin products sold under the BocaGreenMD and vitaMedMD brand names. The company sells its prescription pharmaceutical products and prenatal vitamin products through wholesale distributors and retail pharmacy distributors. TherapeuticsMD, Inc. was …
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Competitive advantage assessment
Key strengths
Consistent Cash GenerationCash generation is strong and consistent (score 1.00).
Cash Generation ConsistentCash generation is consistent (score 1.00), indicating reliable business model.
Key risks
ROIC Below WACC or PeersROIC at 37.8th percentile suggests inefficient capital deployment.
Below-Peer Operating EfficiencyOperating margin at 18.8th 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.
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Where TXMD ranks in Drug Manufacturers - Specialty & Generic
TherapeuticsMD, Inc. ranks #45 of 91
scored companies in Drug Manufacturers - Specialty & Generic by moat score — the top 49%.
The widest moat in the group is Zoetis Inc. (ZTS)
at 85/100.
Moat scores for companies ranked near TXMD in Drug Manufacturers - Specialty & Generic
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 62
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 24
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 63
· 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 75
· 15% of the moat score
Scale matters only when it converts into economics.
TherapeuticsMD, Inc. (TXMD) scores 42 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #45 of 91 scored companies in Drug Manufacturers - Specialty & Generic, the top 49%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 90 companies in Drug Manufacturers - Specialty & Generic. Its strongest defense is Scale & Market Position (75/100) and its weakest is Cost Advantage (16/100).
How does TherapeuticsMD, Inc. compare with other Drug Manufacturers - Specialty & Generic companies?
TherapeuticsMD, Inc. ranks #45 of 91 scored companies in Drug Manufacturers - Specialty & Generic by moat score. The widest moat in Drug Manufacturers - Specialty & Generic is Zoetis Inc. (ZTS) at 85/100. The companies ranked closest are Intercure Ltd. (INCR) at 42 just above it and Aytu BioPharma, Inc. (AYTU) at 42 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 90 companies in Drug Manufacturers - Specialty & Generic. The defenses are then weighted to produce the overall score out of 100.
Why is TherapeuticsMD, 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 TherapeuticsMD, Inc.?
The Corporate Default template measures 6 defenses, and TXMD scores: Pricing Power (20), Cost Advantage (16), Customer Stickiness (62), Capital Efficiency (24), Resilience (63), Scale & Market Position (75). 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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