SES (SES AI) Tariff Resilience Score: 5/10 (As of Jun. 29, 2026)


SES SES AI Corp SES
34 GF Score
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! 4 Warning Signs
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What is SES AI Tariff Resilience Score?

SES AI SES +2.19% 34 Tariff Resilience Score is 5 as of Jun. 29, 2026. GuruFocus rates SES with a GF Score™ of 34/100. The stock has 4 warning signs investors should review. Among 1,313 Vehicles & Parts companies, SES AI ranks better than 94.97% on this metric.

SES AI has the Tariff Resilience Score of 5, which implies that the company might have Average Resilient.

SES AI has SES AI Corp, operating in the AI sector, has a balanced import/export profile. Its global supply chain is susceptible to tariffs on electronic components. While it has some pricing power, past tariffs have affected costs. The company is exploring alternative suppliers to mitigate risks.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes SES AI might have Average Resilient.

SES AI  (NYSE:SES) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

SES AI Tariff Resilience Score Related Terms

SES vs STRT, HLLY, MVST: Tariff Resilience Score Comparison

For the Auto Parts subindustry, SES AI's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience 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 Tariff Resilience Score vs Vehicles & Parts Industry

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

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


SES
34GF Score
SES AI Corp SES
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 5 mean?
SES AI (SES) has a Tariff Resilience Score of 5 as of Jun. 29, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, SES AI ranks #66 out of 1313 companies in the Vehicles & Parts industry, placing it in the top 5%.
Is SES AI's Tariff Resilience Score too high?
SES AI's current Tariff Resilience Score is 5. Based on the distribution chart, SES AI ranks #66 out of 1313 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 Tariff Resilience Score compare to STRT and HLLY?
According to the Vehicles & Parts industry distribution chart, SES AI ranks #66 out of 1313 companies for Tariff Resilience Score. This places SES AI in the top 5% 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 Tariff Resilience Score for a Vehicles & Parts company?
A good Tariff Resilience Score depends on the Vehicles & Parts industry context. However, Tariff Resilience 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 Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. SES AI's current Tariff Resilience Score is 5. 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 Tariff Resilience Score of 5. The current Tariff Resilience Score is 5. 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 Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For SES AI (SES), the current Tariff Resilience Score is 5 as of Jun. 29, 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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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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