SES (SES AI) Moat Score: 4/10 (As of Jun. 27, 2026)


SES SES AI Corp SES
34 GF Score
Price $0.90
! 4 Warning Signs
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What is SES AI Moat Score?

SES AI SES +2.19% 34 Moat Score is 4 as of Jun. 27, 2026. GuruFocus rates SES with a GF Score™ of 34/100. The stock has 4 warning signs investors should review. Among 1,318 Vehicles & Parts companies, SES AI ranks better than 90.36% on this metric.

SES AI has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

SES AI has Narrow Moat: SES AI Corp has a modest moat due to its proprietary battery technology. However, it faces intense competition and lacks strong brand strength, keeping its moat narrow.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes SES AI might have Narrow Moat - Discernible but modest moat.

SES AI  (NYSE:SES) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

SES AI Moat Score Related Terms

SES vs MNRO, ECX, MVST: Moat Score Comparison

For the Auto Parts subindustry, SES AI's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

SES AI Moat Score vs Vehicles & Parts Industry

For the Vehicles & Parts industry and Consumer Cyclical sector, SES AI's Moat Score distribution charts can be found below:

* The bar in red indicates where SES AI's Moat Score falls into.


SES
34GF Score
SES AI Corp SES
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
SES AI (SES) has a Moat Score of 4 as of Jun. 27, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, SES AI ranks #127 out of 1318 companies in the Vehicles & Parts industry, placing it in the top 9.6%.
Is SES AI's Moat Score too high?
SES AI's current Moat Score is 4. Based on the distribution chart, SES AI ranks #127 out of 1318 companies in the Vehicles & Parts industry, which is in the top quartile — a strong position relative to peers. Overall, SES AI has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does SES AI's Moat Score compare to MNRO and ECX?
According to the Vehicles & Parts industry distribution chart, SES AI ranks #127 out of 1318 companies for Moat Score. This places SES AI in the top 10% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Vehicles & Parts company?
A good Moat Score depends on the Vehicles & Parts industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. SES AI's current Moat Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SES AI stock overvalued right now?
SES AI (SES) has a current Moat Score of 4. The current Moat Score is 4. SES AI's overall GF Score™ is 34/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For SES AI (SES), the current Moat Score is 4 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

SES AI Business Description

Address 35 Cabot Road, Woburn, MA, USA, 01801
SES AI Corp is a developer and manufacturer of rechargeable battery technologies and battery materials for Energy Storage Systems (ESS), Urban Air Mobility (UAM), drones, robotics, electric vehicles (EVs), and other applications. For Enery Storage Systems, the company supplies hardware and software solutions with battery health and safety management software powered by its AI-based platform, Molecular Universe. Additionally, it offers battery materials and high-energy and power-density Li-Metal and Li-ion cells, which can be used for drones, UAM, robotics, and EV applications. The company also offers access to Molecular Universe as a software product. Currently, it generates maximum revenue from the development of Li-ion and Li-Metal battery materials as per the client's specifications.
34GF Score

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