VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs Oracle Corporation

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

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$567.4B
SectorTechnology
CountryUS
Data as of2025-12-26
Moat score
56/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 56 / 100 for Oracle Corporation).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Oracle Corporation has 5 segments (42.9% in Infrastructure cloud services and license support).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Weak.
  • Moat breadth: S.F. Holding Co., Ltd. has 9 moat types across 3 domains; Oracle Corporation has 7 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%

Oracle Corporation

Infrastructure cloud services and license support

Market

Enterprise cloud infrastructure services (IaaS/PaaS, cloud database) plus related support

Geography

Global

Customer

Enterprises & developers

Role

Cloud service provider (IaaS/PaaS)

Revenue share

42.9%

Side-by-side metrics

S.F. Holding Co., Ltd.
Oracle Corporation
Ticker / Exchange
002352 - Shenzhen Stock Exchange
ORCL - New York Stock Exchange
Market cap (USD)
$27.4B
$567.4B
Sector
Industrials
Technology
HQ country
CN
US
Primary segment
Time-definite Express
Infrastructure cloud services and license support
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
3% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Weak
Moat score
75 / 100
56 / 100
Moat domains
Supply, Demand, Network
Demand, Supply, Network
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Switching Costs General

S.F. Holding Co., Ltd. strengths

Physical Network DensityBrand TrustScale Economies Unit CostOperational ExcellenceService Field NetworkTwo Sided NetworkScope EconomiesNon-core ancillary activities

Oracle Corporation strengths

Suite BundlingLong Term ContractsCapex Knowhow ScaleInteroperability HubKeystone ComponentTraining Org Change Costs

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%

Oracle Corporation segments

Full profile >

Applications cloud services and license support

Oligopoly

33.8%

Infrastructure cloud services and license support

Oligopoly

42.9%

Cloud license and on-premise license

Oligopoly

9.1%

Hardware

Competitive

5.1%

Services

Competitive

9.1%

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.