VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 8, 2026

Stock Comparison

S.F. Holding Co., Ltd. vs Live Nation Entertainment, 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)$187.6B
Gross margin (TTM)13.2%
Operating margin (TTM)4.7%
Net margin (TTM)3.6%
SectorIndustrials
IndustryIntegrated Freight & Logistics
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

Live Nation Entertainment, Inc.

LYV · New York Stock Exchange

Market cap (USD)$33.7B
Gross margin (TTM)46.2%
Operating margin (TTM)4.7%
Net margin (TTM)3.7%
SectorCommunication Services
IndustryEntertainment
CountryUS
Data as of2026-01-04
Moat score
84/ 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 Live Nation Entertainment, Inc.'s moat claims, evidence, and risks.

View LYV analysis

Comparison highlights

  • Moat score gap: Live Nation Entertainment, Inc. leads (84 / 100 vs 75 / 100 for S.F. Holding Co., Ltd.).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Live Nation Entertainment, Inc. has 3 segments (82.2% in Concerts).
  • 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; Live Nation Entertainment, Inc. has 6 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%

Live Nation Entertainment, Inc.

Concerts

Market

Live music concert promotion, festival production, and music venue operations

Geography

Global

Customer

Artists/agents (supply) and fans (end-users); venues and festivals; corporate partners

Role

Promoter + venue operator

Revenue share

82.2%

Side-by-side metrics

S.F. Holding Co., Ltd.
Live Nation Entertainment, Inc.
Ticker / Exchange
002352 - Shenzhen Stock Exchange
LYV - New York Stock Exchange
Market cap (USD)
$187.6B
$33.7B
Gross margin (TTM)
13.2%
46.2%
Operating margin (TTM)
4.7%
4.7%
Net margin (TTM)
3.6%
3.7%
Sector
Industrials
Communication Services
Industry
Integrated Freight & Logistics
Entertainment
HQ country
CN
US
Primary segment
Time-definite Express
Concerts
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
55%-65% (reported)
HHI estimate
n/a
3,600
Pricing power
Strong
Moderate
Moat score
75 / 100
84 / 100
Moat domains
Supply, Demand, Network
Supply, Demand, Network
Last update
2025-12-28
2026-01-04

Moat coverage

Shared moat types

Physical Network DensityService Field NetworkTwo Sided NetworkScope Economies

S.F. Holding Co., Ltd. strengths

Brand TrustScale Economies Unit CostOperational ExcellenceSwitching Costs GeneralNon-core ancillary activities

Live Nation Entertainment, Inc. strengths

Long Term ContractsData Workflow Lockin

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%

Live Nation Entertainment, Inc. segments

Full profile >

Concerts

Oligopoly

82.2%

Ticketing

Quasi-Monopoly

12.9%

Sponsorship & Advertising

Competitive

5.2%

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.