VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs Symrise 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)$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

Symrise AG

SY1 · Xetra

Market cap (USD)$14.5B
SectorMaterials
CountryDE
Data as of2025-12-29
Moat score
69/ 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 Symrise AG's moat claims, evidence, and risks.

View SY1 analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 69 / 100 for Symrise AG).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Symrise AG has 2 segments (61.8% in Taste, Nutrition & Health).
  • 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; Symrise AG has 5 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%

Symrise AG

Taste, Nutrition & Health

Market

Food & beverage flavor ingredients and pet food ingredients

Geography

Global

Customer

B2B (food & beverage, pet food, aquafeed manufacturers)

Role

Ingredient/formulation supplier

Revenue share

61.8%

Side-by-side metrics

S.F. Holding Co., Ltd.
Symrise AG
Ticker / Exchange
002352 - Shenzhen Stock Exchange
SY1 - Xetra
Market cap (USD)
$27.4B
$14.5B
Sector
Industrials
Materials
HQ country
CN
DE
Primary segment
Time-definite Express
Taste, Nutrition & Health
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
12%-16% (implied)
HHI estimate
n/a
958
Pricing power
Strong
Moderate
Moat score
75 / 100
69 / 100
Moat domains
Supply, Demand, Network
Demand, Supply, Legal
Last update
2025-12-28
2025-12-29

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

Symrise AG strengths

Design In QualificationPreferential Input AccessIP Choke PointCapex Knowhow Scale

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%

Symrise AG segments

Full profile >

Taste, Nutrition & Health

Oligopoly

61.8%

Scent & Care

Oligopoly

38.2%

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.