Yatsen Holding Limited, together with its subsidiaries, engages in the development and sale of beauty products in the People's Republic of China. It operates through three segments: Color Cosmetics Brands, Skincare Brands, and others. The company offers colored cosmetics for lips, eyes, and face; skin care products, including face serums and creams, eye creams, masks, toners, makeup removers, cleansers, and …
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Competitive advantage assessment
Key strengths
Operating Leverage in EffectOperating leverage is evident (score 0.93), with margins expanding over time.
Strong Liquidity BufferLiquidity position is strong (score 0.83), providing operational cushion.
Key risks
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.14), suggesting weak customer stickiness.
ROIC Below WACC or PeersROIC at 17.2th percentile suggests inefficient capital deployment.
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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Yatsen Holding Limited ranks #23 of 32
scored companies in Household & Personal Products by moat score — the top 72%.
The widest moat in the group is Procter & Gamble Company (The) (PG)
at 81/100.
Moat scores for companies ranked near YSG in Household & Personal Products
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 19
· 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 18
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 32
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 34
· 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 77
· 15% of the moat score
Scale matters only when it converts into economics.
Yatsen Holding Limited (YSG) scores 35 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #23 of 32 scored companies in Household & Personal Products, the top 72%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 31 companies in Household & Personal Products. Its strongest defense is Scale & Market Position (77/100) and its weakest is Customer Stickiness (18/100).
How does Yatsen Holding Limited compare with other Household & Personal Products companies?
Yatsen Holding Limited ranks #23 of 32 scored companies in Household & Personal Products by moat score. The widest moat in Household & Personal Products is Procter & Gamble Company (The) (PG) at 81/100. The companies ranked closest are Newell Brands Inc. (NWL) at 37 just above it and The Beauty Health Company (SKIN) at 34 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 31 companies in Household & Personal Products. The defenses are then weighted to produce the overall score out of 100.
Why is Yatsen Holding Limited 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 Yatsen Holding Limited?
The Corporate Default template measures 6 defenses, and YSG scores: Pricing Power (32), Cost Advantage (19), Customer Stickiness (18), Capital Efficiency (32), Resilience (34), Scale & Market Position (77). 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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