VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Thursday, January 1, 2026

Stock Comparison

S.F. Holding Co., Ltd. vs Hilton Worldwide Holdings 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

Hilton Worldwide Holdings Inc.

HLT · New York Stock Exchange

Market cap (USD)$66.8B
SectorConsumer
CountryUS
Data as of2026-01-01
Moat score
72/ 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 Hilton Worldwide Holdings Inc.'s moat claims, evidence, and risks.

View HLT analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 72 / 100 for Hilton Worldwide Holdings Inc.).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Hilton Worldwide Holdings Inc. has 2 segments (72.7% in Management and Franchise).
  • 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; Hilton Worldwide Holdings Inc. 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

43%

Hilton Worldwide Holdings Inc.

Management and Franchise

Market

Hotel management, franchising and brand licensing

Geography

Global

Customer

Third-party hotel owners / franchisees and strategic partners

Role

Franchisor / manager / IP licensor

Revenue share

72.7%

Side-by-side metrics

S.F. Holding Co., Ltd.
Hilton Worldwide Holdings Inc.
Ticker / Exchange
002352 - Shenzhen Stock Exchange
HLT - New York Stock Exchange
Market cap (USD)
$27.4B
$66.8B
Sector
Industrials
Consumer
HQ country
CN
US
Primary segment
Time-definite Express
Management and Franchise
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
13%-15% (implied)
HHI estimate
n/a
1,350
Pricing power
Strong
Moderate
Moat score
75 / 100
72 / 100
Moat domains
Supply, Demand, Network
Network, Demand, Supply
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Brand TrustScale Economies Unit CostTwo Sided Network

S.F. Holding Co., Ltd. strengths

Physical Network DensityOperational ExcellenceService Field NetworkScope EconomiesSwitching Costs GeneralNon-core ancillary activities

Hilton Worldwide Holdings Inc. strengths

Long Term ContractsEcosystem Complements

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%

Hilton Worldwide Holdings Inc. segments

Full profile >

Management and Franchise

Oligopoly

72.7%

Ownership

Competitive

27.3%

Want the full wide moat stocks list?

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

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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.