VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs Inner Mongolia Yili Industrial Group Co., Ltd.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

S.F. Holding Co., Ltd.

002352 · Shenzhen Stock Exchange

Market cap (USD)$27.4B
SectorIndustrials
CountryCN
Data as of2025-12-28
Moat score
75/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into S.F. Holding Co., Ltd.'s moat claims, evidence, and risks.

View 002352 analysis

Inner Mongolia Yili Industrial Group Co., Ltd.

600887 · Shanghai Stock Exchange

Market cap (USD)$26B
SectorConsumer
CountryCN
Data as of2025-12-30
Moat score
72/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Inner Mongolia Yili Industrial Group Co., Ltd.'s moat claims, evidence, and risks.

View 600887 analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 72 / 100 for Inner Mongolia Yili Industrial Group Co., Ltd.).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Inner Mongolia Yili Industrial Group Co., Ltd. has 4 segments (65.7% in Liquid Milk).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: S.F. Holding Co., Ltd. has 9 moat types across 3 domains; Inner Mongolia Yili Industrial Group Co., Ltd. has 4 across 2.

Primary market context

S.F. Holding Co., Ltd.

Time-definite Express

Market

Premium time-definite parcel express delivery services

Geography

China

Customer

B2B, B2C

Role

Integrated parcel pickup, sorting, line-haul, and last-mile delivery

Revenue share

43%

Inner Mongolia Yili Industrial Group Co., Ltd.

Liquid Milk

Market

China branded liquid dairy (ambient and chilled milk, yogurt, dairy beverages)

Geography

China (primarily)

Customer

Retail consumers

Role

Branded manufacturer and distributor

Revenue share

65.7%

Side-by-side metrics

S.F. Holding Co., Ltd.
Inner Mongolia Yili Industrial Group Co., Ltd.
Ticker / Exchange
002352 - Shenzhen Stock Exchange
600887 - Shanghai Stock Exchange
Market cap (USD)
$27.4B
$26B
Sector
Industrials
Consumer
HQ country
CN
CN
Primary segment
Time-definite Express
Liquid Milk
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
72 / 100
Moat domains
Supply, Demand, Network
Demand, Supply
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Brand TrustScale Economies Unit Cost

S.F. Holding Co., Ltd. strengths

Physical Network DensityOperational ExcellenceService Field NetworkTwo Sided NetworkScope EconomiesSwitching Costs GeneralNon-core ancillary activities

Inner Mongolia Yili Industrial Group Co., Ltd. strengths

Distribution ControlCapex Knowhow Scale

Segment mix

S.F. Holding Co., Ltd. segments

Full profile >

Time-definite Express

Quasi-Monopoly

43%

Economy Express

Oligopoly

10%

LTL Freight

Competitive

13%

Cold Chain & Pharmaceutical

Competitive

3%

Intra-city On-demand

Oligopoly

3%

Supply Chain & International

Competitive

25%

Other (Non-logistics & Undistributed Units)

Competitive

3%

Inner Mongolia Yili Industrial Group Co., Ltd. segments

Full profile >

Liquid Milk

Oligopoly

65.7%

Milk Powder and Dairy Products

Oligopoly

26%

Cold Drinks (Ice Cream)

Competitive

7.6%

Other Products

Competitive

0.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.