VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Sunday, January 11, 2026

Stock Comparison

S.F. Holding Co., Ltd. vs Straumann Holding AG

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)$187B
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

Straumann Holding AG

STMN · SIX Swiss Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorHealthcare
Industry
CountryCH
Data as of2026-01-10
Moat score
68/ 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 Straumann Holding AG's moat claims, evidence, and risks.

View STMN analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 68 / 100 for Straumann Holding AG).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Straumann Holding AG has 3 segments.
  • 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; Straumann Holding AG 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%

Straumann Holding AG

Implantology (Tooth Replacement & Restoration)

Market

Dental implantology (tooth replacement and restoration solutions)

Geography

Global

Customer

Dental professionals (implantologists, oral surgeons, general dentists) and dental labs; DSOs

Role

Medical device OEM + branded implant system provider

Side-by-side metrics

S.F. Holding Co., Ltd.
Straumann Holding AG
Ticker / Exchange
002352 - Shenzhen Stock Exchange
STMN - SIX Swiss Exchange
Market cap (USD)
$187B
n/a
Gross margin (TTM)
13.2%
n/a
Operating margin (TTM)
4.7%
n/a
Net margin (TTM)
3.6%
n/a
Sector
Industrials
Healthcare
Industry
Integrated Freight & Logistics
n/a
HQ country
CN
CH
Primary segment
Time-definite Express
Implantology (Tooth Replacement & Restoration)
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
34%-36% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Moderate
Moat score
75 / 100
68 / 100
Moat domains
Supply, Demand, Network
Demand, Supply, Network
Last update
2025-12-28
2026-01-10

Moat coverage

Shared moat types

Brand TrustScale Economies Unit CostService Field Network

S.F. Holding Co., Ltd. strengths

Physical Network DensityOperational ExcellenceTwo Sided NetworkScope EconomiesSwitching Costs GeneralNon-core ancillary activities

Straumann Holding AG strengths

Training Org Change CostsData Workflow LockinInteroperability HubEcosystem Complements

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%

Straumann Holding AG segments

Full profile >

Implantology (Tooth Replacement & Restoration)

Oligopoly

n/a

Orthodontics (Clear Aligner Solutions)

Oligopoly

n/a

Digital Dentistry & Prosthetics Workflow

Competitive

n/a

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.