VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs International Flavors & Fragrances 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

International Flavors & Fragrances Inc.

IFF · New York Stock Exchange

Market cap (USD)$17.4B
SectorMaterials
CountryUS
Data as of2025-12-29
Moat score
59/ 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 International Flavors & Fragrances Inc.'s moat claims, evidence, and risks.

View IFF analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 59 / 100 for International Flavors & Fragrances Inc.).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); International Flavors & Fragrances Inc. has 4 segments (31.2% in Food Ingredients).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Weak.
  • Moat breadth: S.F. Holding Co., Ltd. has 9 moat types across 3 domains; International Flavors & Fragrances Inc. has 8 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%

International Flavors & Fragrances Inc.

Food Ingredients

Market

Specialty food ingredients (texturizers, food protection, plant proteins, emulsifiers, sweeteners)

Geography

Global

Customer

B2B (food manufacturers)

Role

Ingredient supplier

Revenue share

31.2%

Side-by-side metrics

S.F. Holding Co., Ltd.
International Flavors & Fragrances Inc.
Ticker / Exchange
002352 - Shenzhen Stock Exchange
IFF - New York Stock Exchange
Market cap (USD)
$27.4B
$17.4B
Sector
Industrials
Materials
HQ country
CN
US
Primary segment
Time-definite Express
Food Ingredients
Market structure
Quasi-Monopoly
Competitive
Market share
64.1% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
75 / 100
59 / 100
Moat domains
Supply, Demand, Network
Demand, Legal, Supply
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Scale Economies Unit CostService Field NetworkSwitching Costs General

S.F. Holding Co., Ltd. strengths

Physical Network DensityBrand TrustOperational ExcellenceTwo Sided NetworkScope EconomiesNon-core ancillary activities

International Flavors & Fragrances Inc. strengths

Design In QualificationIP Choke PointSupply Chain ControlCompliance AdvantageCapex Knowhow Scale

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%

International Flavors & Fragrances Inc. segments

Full profile >

Taste

Oligopoly

23.9%

Food Ingredients

Competitive

31.2%

Health & Biosciences

Oligopoly

21.4%

Scent

Oligopoly

23.6%

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.