VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Thursday, January 1, 2026

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Stock Comparison

S.F. Holding Co., Ltd. vs PACCAR 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

PACCAR Inc

PCAR · NASDAQ

Market cap (USD)$57.5B
SectorIndustrials
CountryUS
Data as of2026-01-01
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 PACCAR Inc's moat claims, evidence, and risks.

View PCAR analysis

Comparison highlights

  • Moat score: both at 75 / 100.
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); PACCAR Inc has 3 segments (73.8% in Truck).
  • 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; PACCAR 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%

PACCAR Inc

Truck

Market

Commercial truck OEM (heavy- and medium-duty)

Geography

Global (U.S./Canada and Europe primary)

Customer

Fleets, owner-operators, dealers

Role

OEM / manufacturer

Revenue share

73.8%

Side-by-side metrics

S.F. Holding Co., Ltd.
PACCAR Inc
Ticker / Exchange
002352 - Shenzhen Stock Exchange
PCAR - NASDAQ
Market cap (USD)
$27.4B
$57.5B
Sector
Industrials
Industrials
HQ country
CN
US
Primary segment
Time-definite Express
Truck
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
30%-31% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
75 / 100
Moat domains
Supply, Demand, Network
Demand, Supply, Financial
Last update
2025-12-28
2026-01-01

Moat coverage

Shared moat types

Physical Network DensityBrand TrustService Field Network

S.F. Holding Co., Ltd. strengths

Scale Economies Unit CostOperational ExcellenceTwo Sided NetworkScope EconomiesSwitching Costs GeneralNon-core ancillary activities

PACCAR Inc strengths

Capex Knowhow ScaleInstalled Base ConsumablesDistribution ControlCost Of Capital AdvantageCaptive finance integration

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%

PACCAR Inc segments

Full profile >

Truck

Oligopoly

73.8%

Parts

Competitive

19.8%

Financial Services

Competitive

6.2%

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.