VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs Agilent Technologies, Inc.

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

Agilent Technologies, Inc.

A · New York Stock Exchange

Market cap (USD)$38.9B
SectorHealthcare
CountryUS
Data as of2025-12-22
Moat score
65/ 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 Agilent Technologies, Inc.'s moat claims, evidence, and risks.

View A analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 65 / 100 for Agilent Technologies, Inc.).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Agilent Technologies, Inc. has 3 segments (41.9% in Agilent CrossLab).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Strong.
  • Moat breadth: S.F. Holding Co., Ltd. has 9 moat types across 3 domains; Agilent Technologies, Inc. has 5 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%

Agilent Technologies, Inc.

Agilent CrossLab

Market

Laboratory services, compliance/maintenance, consumables and lab informatics across the lab workflow

Geography

Global

Customer

B2B (installed base labs across pharma, diagnostics, academia and applied markets)

Role

Aftermarket services + consumables + informatics

Revenue share

41.9%

Side-by-side metrics

S.F. Holding Co., Ltd.
Agilent Technologies, Inc.
Ticker / Exchange
002352 - Shenzhen Stock Exchange
A - New York Stock Exchange
Market cap (USD)
$27.4B
$38.9B
Sector
Industrials
Healthcare
HQ country
CN
US
Primary segment
Time-definite Express
Agilent CrossLab
Market structure
Quasi-Monopoly
Competitive
Market share
64.1% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
75 / 100
65 / 100
Moat domains
Supply, Demand, Network
Demand, Supply
Last update
2025-12-28
2025-12-22

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

Agilent Technologies, Inc. strengths

Design In QualificationInstalled Base ConsumablesData Workflow Lockin

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%

Agilent Technologies, Inc. segments

Full profile >

Life Sciences and Diagnostics Markets

Oligopoly

39.2%

Agilent CrossLab

Competitive

41.9%

Applied Markets

Oligopoly

18.9%

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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.