111, Inc. YI

Competitive advantage analysis · healthcare

Corporate Default
Overall moat score
47/100
Developing

Ranked against 11 peers in Medical Distribution

About 111, Inc.

111, Inc., together with its subsidiaries, operates an integrated online and offline platform in the healthcare market in the People's Republic of China. It operates through two segments, B2C and B2B. The company offers supply chain integration services that help pharmaceutical companies manage products through online and offline channels; product promotion, customer analytics, patient education, and brand awareness services; and … Full YI analysis →

Key strengths

  • Operating Leverage in Effect Operating leverage is evident (score 1.00), with margins expanding over time.

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.10), suggesting weak customer stickiness.
  • Inconsistent Cash Generation Cash generation is inconsistent (score 0.45), indicating operational challenges.

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
48
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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 YI ranks in Medical Distribution

111, Inc. ranks #7 of 12 scored companies in Medical Distribution by moat score — the top 58%. The widest moat in the group is McKesson Corporation (MCK) at 75/100.

# Company Moat score Rating
3 Cardinal Health, Inc. CAH 66/100 Moderate
4 Cencora, Inc. COR 60/100 Moderate
5 Zynex, Inc. ZYXI 59/100 Moderate
6 Owens & Minor, Inc. OMI 52/100 Moderate
7 111, Inc. YI 47/100 Developing
8 EDAP TMS S.A. EDAP 32/100 Developing
9 Synergy CHC Corp. SNYR 30/100 Developing
10 Cosmos Health Inc. COSM 28/100 Developing
11 Akso Health Group AHG 14/100 Weak

See every General Corporate company ranked by moat score →

How YI scores on the Corporate Default defenses

Pricing Power

Score 48 · 20% of the moat score

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

Cost Advantage

Score 60 · 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 22 · 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 59 · 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 82 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding YI's moat

What is 111, Inc.'s moat score?

111, Inc. (YI) scores 47 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #7 of 12 scored companies in Medical Distribution, the top 58%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 11 companies in Medical Distribution. Its strongest defense is Scale & Market Position (82/100) and its weakest is Customer Stickiness (22/100).

How does 111, Inc. compare with other Medical Distribution companies?

111, Inc. ranks #7 of 12 scored companies in Medical Distribution by moat score. The widest moat in Medical Distribution is McKesson Corporation (MCK) at 75/100. The companies ranked closest are Owens & Minor, Inc. (OMI) at 52 just above it and EDAP TMS S.A. (EDAP) at 32 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 11 companies in Medical Distribution. The defenses are then weighted to produce the overall score out of 100.

Why is 111, 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 111, Inc.?

The Corporate Default template measures 6 defenses, and YI scores: Pricing Power (48), Cost Advantage (60), Customer Stickiness (22), Capital Efficiency (28), Resilience (59), Scale & Market Position (82). 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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