KODK

Eastman Kodak Company (KODK) Economic Moat Analysis (2026)

Invetso Score: 4.3/10 — Balanced · Last Updated: 2026-09-01

Monthly Update
Overall Score4.3 → 4.3
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Intangible Assets

Score: 4.2 (Moderate)

Kodak’s intangible assets provide some niche differentiation, mainly through legacy brand awareness and specialized technical know-how. The advantage is real but modest, and it is not strong enough to create durable, peer-leading pricing power or structural protection.

Switching Costs

Score:

Switching costs exist in pockets of Kodak’s specialty and industrial relationships, but they are not structurally high across the business. The result is a modest retention benefit rather than a durable moat.

Network Effects

Score:

Network effects are not a material source of competitive advantage for Kodak. The business lacks the self-reinforcing adoption dynamics that would create durable, peer-leading moat strength.

Cost Advantage

Score:

Kodak shows some operational efficiency, but the available metrics do not support a strong structural cost advantage. The company lacks evidence of a durable low-cost position that would materially widen margins or block competitive undercutting.

Efficient Scale

Score:

Efficient scale is only a modest factor for Kodak. Some niche-market characteristics may help, but the business does not exhibit the kind of dominant, capacity-constrained market structure that would produce a strong and durable moat.

Overall Score

Score:

Kodak’s moat profile is limited and uneven. The company has some niche intangible value and modest switching costs in specialty applications, but these are not strong enough to offset the absence of network effects, the lack of a clear cost advantage, and only partial efficient-scale benefits. The moat is real but shallow, with durability constrained by replicability and weak evidence of peer-leading structural protection.

Sources

  • Company filings (10-K, 10-Q, investor presentations)
  • Financial and market data providers
  • Public news and industry information

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