VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs United Parcel Service, 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

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
Moat score
72/ 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 United Parcel Service, Inc.'s moat claims, evidence, and risks.

View UPS analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 72 / 100 for United Parcel Service, Inc.).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); United Parcel Service, Inc. has 3 segments (66.3% in U.S. Domestic Package).
  • 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; United Parcel Service, 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%

United Parcel Service, Inc.

U.S. Domestic Package

Market

U.S. small parcel and time-definite package delivery

Geography

United States

Customer

B2B and B2C shippers (including e-commerce)

Role

Integrated parcel carrier (pickup, sort, linehaul, last-mile)

Revenue share

66.3%

Side-by-side metrics

S.F. Holding Co., Ltd.
United Parcel Service, Inc.
Ticker / Exchange
002352 - Shenzhen Stock Exchange
UPS - New York Stock Exchange
Market cap (USD)
$27.4B
$86.5B
Sector
Industrials
Industrials
HQ country
CN
US
Primary segment
Time-definite Express
U.S. Domestic Package
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
34.3% (reported)
HHI estimate
n/a
2,639
Pricing power
Strong
Moderate
Moat score
75 / 100
72 / 100
Moat domains
Supply, Demand, Network
Supply, Financial, Demand
Last update
2025-12-28
2025-12-22

Moat coverage

Shared moat types

Physical Network DensityBrand TrustScale Economies Unit CostOperational ExcellenceService Field NetworkScope Economies

S.F. Holding Co., Ltd. strengths

Two Sided NetworkSwitching Costs GeneralNon-core ancillary activities

United Parcel Service, Inc. strengths

Benchmark Pricing PowerData 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%

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

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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.