VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

S.F. Holding Co., Ltd. vs Nabtesco Corporation

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)$25.3B
Gross margin (TTM)13.4%
Operating margin (TTM)5.1%
Net margin (TTM)3.7%
SectorIndustrials
IndustryIntegrated Freight & Logistics
CountryCN
Data as of2026-05-26
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

Nabtesco Corporation

6268 · Tokyo Stock Exchange

Market cap (USD)$4.1B
Gross margin (TTM)31.7%
Operating margin (TTM)7.4%
Net margin (TTM)5.8%
SectorIndustrials
IndustryIndustrial - Machinery
CountryJP
Data as of2026-05-26
Moat score
90/ 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 Nabtesco Corporation's moat claims, evidence, and risks.

View 6268 analysis

Comparison highlights

  • Moat score gap: Nabtesco Corporation leads (90 / 100 vs 75 / 100 for S.F. Holding Co., Ltd.).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (42.5% in Time-definite Express); Nabtesco Corporation has 4 segments (36% in Accessibility Solutions Business).
  • Primary market structure: Quasi-Monopoly vs Quasi-Monopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: S.F. Holding Co., Ltd. has 9 moat types across 3 domains; Nabtesco Corporation has 5 across 3.

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

42.5%

Nabtesco Corporation

Accessibility Solutions Business

Market

Automatic doors for buildings and platform doors (pedestrian flow solutions)

Geography

Japan (core) + Europe/North America/China

Customer

Building owners/contractors, transit operators, and integrators

Role

Product OEM + installation and service ecosystem

Revenue share

36%

Side-by-side metrics

S.F. Holding Co., Ltd.
Nabtesco Corporation
Ticker / Exchange
002352 - Shenzhen Stock Exchange
6268 - Tokyo Stock Exchange
Market cap (USD)
$25.3B
$4.1B
Gross margin (TTM)
13.4%
31.7%
Operating margin (TTM)
5.1%
7.4%
Net margin (TTM)
3.7%
5.8%
Sector
Industrials
Industrials
Industry
Integrated Freight & Logistics
Industrial - Machinery
HQ country
CN
JP
Primary segment
Time-definite Express
Accessibility Solutions Business
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
64.1% (reported)
55%-65% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
90 / 100
Moat domains
Supply, Demand, Network
Supply, Demand, Legal
Last update
2026-05-26
2026-05-26

Moat coverage

Shared moat types

Brand TrustService Field Network

S.F. Holding Co., Ltd. strengths

Physical Network DensityScale Economies Unit CostOperational ExcellenceTwo Sided NetworkScope EconomiesSwitching Costs GeneralNon-core ancillary activities

Nabtesco Corporation strengths

Learning Curve YieldDesign In QualificationCompliance Advantage

Segment mix

S.F. Holding Co., Ltd. segments

Full profile >

Time-definite Express

Quasi-Monopoly

42.5%

Economy Express

Oligopoly

10.4%

LTL Freight

Competitive

13.7%

Cold Chain & Pharmaceutical

Competitive

3.4%

Intra-city On-demand

Oligopoly

4.1%

Supply Chain & International

Competitive

23.7%

Other (Non-logistics & Undistributed Units)

Competitive

2.2%

Nabtesco Corporation segments

Full profile >

Component Solutions Business

Quasi-Monopoly

25.8%

Transport Solutions Business

Oligopoly

32.6%

Accessibility Solutions Business

Quasi-Monopoly

36%

Manufacturing Solutions Business

Quasi-Monopoly

5.7%

Want the full wide moat stocks list?

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

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.