VOL. XCIV, NO. 247
* WIDE MOAT STOCKS COMPARISON *
NO ADVICE
Monday, December 29, 2025
Stock Comparison
S.F. Holding Co., Ltd. vs The Estee Lauder Companies 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
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 analysisThe Estee Lauder Companies Inc.
EL · 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 The Estee Lauder Companies Inc.'s moat claims, evidence, and risks.
View EL analysisComparison highlights
- Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 70 / 100 for The Estee Lauder Companies Inc.).
- Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); The Estee Lauder Companies Inc. has 5 segments (48.6% in Skin Care).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
- Moat breadth: S.F. Holding Co., Ltd. has 9 moat types across 3 domains; The Estee Lauder Companies Inc. 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%
The Estee Lauder Companies Inc.
Skin Care
Prestige skin care products
Global
Consumers
Branded manufacturer/marketer
48.6%
Side-by-side metrics
Moat coverage
Shared moat types
S.F. Holding Co., Ltd. strengths
The Estee Lauder Companies Inc. 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
The Estee Lauder Companies Inc. segments
Full profile >Skin Care
Oligopoly
Makeup
Oligopoly
Fragrance
Oligopoly
Hair Care
Competitive
Other
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.