VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

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Monday, December 29, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs Otis Worldwide 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

Otis Worldwide Corporation

OTIS · New York Stock Exchange

Market cap (USD)$62.7B
SectorIndustrials
CountryUS
Data as of2025-12-26
Moat score
67/ 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 Otis Worldwide Corporation's moat claims, evidence, and risks.

View OTIS analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 67 / 100 for Otis Worldwide Corporation).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Otis Worldwide Corporation has 2 segments (62.4% in Service).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: S.F. Holding Co., Ltd. has 9 moat types across 3 domains; Otis Worldwide Corporation has 7 across 2.

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%

Otis Worldwide Corporation

Service

Market

Elevator and escalator maintenance, repair and modernization services

Geography

Global

Customer

Building owners, facility managers, housing associations, government agencies

Role

Service provider / modernizer

Revenue share

62.4%

Side-by-side metrics

S.F. Holding Co., Ltd.
Otis Worldwide Corporation
Ticker / Exchange
002352 - Shenzhen Stock Exchange
OTIS - New York Stock Exchange
Market cap (USD)
$27.4B
$62.7B
Sector
Industrials
Industrials
HQ country
CN
US
Primary segment
Time-definite Express
Service
Market structure
Quasi-Monopoly
Competitive
Market share
64.1% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
67 / 100
Moat domains
Supply, Demand, Network
Demand, Supply
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Brand TrustOperational ExcellenceService Field Network

S.F. Holding Co., Ltd. strengths

Physical Network DensityScale Economies Unit CostTwo Sided NetworkScope EconomiesSwitching Costs GeneralNon-core ancillary activities

Otis Worldwide Corporation strengths

Design In QualificationInstalled Base ConsumablesLong 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%

Otis Worldwide Corporation segments

Full profile >

New Equipment

Competitive

37.6%

Service

Competitive

62.4%

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.