VOL. XCIV, NO. 247
* WIDE MOAT STOCKS COMPARISON *
NO ADVICE
Monday, December 29, 2025
Stock Comparison
S.F. Holding Co., Ltd. vs Carlisle Companies Incorporated
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
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 analysisCarlisle Companies Incorporated
CSL · New York Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Carlisle Companies Incorporated's moat claims, evidence, and risks.
View CSL analysisComparison highlights
- Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 61 / 100 for Carlisle Companies Incorporated).
- Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Carlisle Companies Incorporated has 2 segments (74% in Carlisle Construction Materials (CCM)).
- 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; Carlisle Companies Incorporated has 4 across 2.
Primary market context
S.F. Holding Co., Ltd.
Time-definite Express
Premium time-definite parcel express delivery services
China
B2B, B2C
Integrated parcel pickup, sorting, line-haul, and last-mile delivery
43%
Carlisle Companies Incorporated
Carlisle Construction Materials (CCM)
Commercial roofing systems (single-ply membranes, insulation, accessories) and architectural metal roofing/wall systems
Primarily United States; also Europe
Contractors, building owners, distributors
Manufacturer and system supplier
74%
Side-by-side metrics
Moat coverage
Shared moat types
S.F. Holding Co., Ltd. strengths
Carlisle Companies Incorporated strengths
Segment mix
S.F. Holding Co., Ltd. segments
Full profile >Time-definite Express
Quasi-Monopoly
Economy Express
Oligopoly
LTL Freight
Competitive
Cold Chain & Pharmaceutical
Competitive
Intra-city On-demand
Oligopoly
Supply Chain & International
Competitive
Other (Non-logistics & Undistributed Units)
Competitive
Carlisle Companies Incorporated segments
Full profile >Carlisle Construction Materials (CCM)
Oligopoly
Carlisle Weatherproofing Technologies (CWT)
Competitive
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View the moat stocks listCuration & 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.