VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs QUALCOMM Incorporated

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

QUALCOMM Incorporated

QCOM · NASDAQ Global Select Market

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
70/ 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 QUALCOMM Incorporated's moat claims, evidence, and risks.

View QCOM analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 70 / 100 for QUALCOMM Incorporated).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); QUALCOMM Incorporated has 4 segments (62.8% in Handset chipsets (Snapdragon platforms)).
  • 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; QUALCOMM Incorporated has 7 across 4.

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%

QUALCOMM Incorporated

Handset chipsets (Snapdragon platforms)

Market

Smartphone application processors and cellular modem/RF platforms

Geography

Global

Customer

Smartphone OEMs

Role

fabless semiconductor/platform supplier

Revenue share

62.8%

Side-by-side metrics

S.F. Holding Co., Ltd.
QUALCOMM Incorporated
Ticker / Exchange
002352 - Shenzhen Stock Exchange
QCOM - NASDAQ Global Select Market
Market cap (USD)
$27.4B
n/a
Sector
Industrials
Technology
HQ country
CN
US
Primary segment
Time-definite Express
Handset chipsets (Snapdragon platforms)
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
22%-26% (estimated)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
70 / 100
Moat domains
Supply, Demand, Network
Supply, Network, Demand, Legal
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Scope Economies

S.F. Holding Co., Ltd. strengths

Physical Network DensityBrand TrustScale Economies Unit CostOperational ExcellenceService Field NetworkTwo Sided NetworkSwitching Costs GeneralNon-core ancillary activities

QUALCOMM Incorporated strengths

Keystone ComponentCapex Knowhow ScaleEcosystem ComplementsDesign In QualificationIP Choke PointLong Term Contracts

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%

QUALCOMM Incorporated segments

Full profile >

Handset chipsets (Snapdragon platforms)

Oligopoly

62.8%

Automotive silicon (connectivity, digital cockpit, ADAS/AD)

Oligopoly

8.9%

IoT silicon (consumer, industrial, edge networking)

Competitive

14.9%

Wireless technology licensing (cellular SEPs, royalties)

Oligopoly

12.6%

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.