VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs Colgate-Palmolive Company

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

Colgate-Palmolive Company

CL · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-31
Moat score
74/ 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 Colgate-Palmolive Company's moat claims, evidence, and risks.

View CL analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 74 / 100 for Colgate-Palmolive Company).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Colgate-Palmolive Company has 4 segments (43% in Oral Care).
  • 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; Colgate-Palmolive Company has 2 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%

Colgate-Palmolive Company

Oral Care

Market

Oral care products (toothpaste, manual toothbrushes, mouthwash)

Geography

Global

Customer

Consumers; also dentists and oral health professionals (pharma dental products)

Role

Branded consumer products manufacturer

Revenue share

43%

Side-by-side metrics

S.F. Holding Co., Ltd.
Colgate-Palmolive Company
Ticker / Exchange
002352 - Shenzhen Stock Exchange
CL - New York Stock Exchange
Market cap (USD)
$27.4B
n/a
Sector
Industrials
Consumer
HQ country
CN
US
Primary segment
Time-definite Express
Oral Care
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
41.4% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
74 / 100
Moat domains
Supply, Demand, Network
Demand, Supply
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

Brand Trust

S.F. Holding Co., Ltd. strengths

Physical Network DensityScale Economies Unit CostOperational ExcellenceService Field NetworkTwo Sided NetworkScope EconomiesSwitching Costs GeneralNon-core ancillary activities

Colgate-Palmolive Company strengths

Distribution Control

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%

Colgate-Palmolive Company segments

Full profile >

Oral Care

Oligopoly

43%

Personal Care

Competitive

18%

Home Care

Competitive

17%

Pet Nutrition

Oligopoly

22%

Want the full wide moat stocks list?

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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.