VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Monday, December 29, 2025

Stock Comparison

S.F. Holding Co., Ltd. vs Wolters Kluwer N.V.

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

Wolters Kluwer N.V.

WKL · Euronext Amsterdam

Market cap (USD)$23.9B
SectorIndustrials
CountryNL
Data as of2025-12-29
Moat score
73/ 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 Wolters Kluwer N.V.'s moat claims, evidence, and risks.

View WKL analysis

Comparison highlights

  • Moat score gap: S.F. Holding Co., Ltd. leads (75 / 100 vs 73 / 100 for Wolters Kluwer N.V.).
  • Segment focus: S.F. Holding Co., Ltd. has 7 segments (43% in Time-definite Express); Wolters Kluwer N.V. has 5 segments (26.8% in Health).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
  • Moat breadth: S.F. Holding Co., Ltd. has 9 moat types across 3 domains; Wolters Kluwer N.V. has 6 across 2.

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%

Wolters Kluwer N.V.

Health

Market

Clinical decision support and clinical drug information solutions (point-of-care) for healthcare providers

Geography

Global

Customer

Hospitals/health systems, clinicians, payers, and academic institutions

Role

Software + expert content provider

Revenue share

26.8%

Side-by-side metrics

S.F. Holding Co., Ltd.
Wolters Kluwer N.V.
Ticker / Exchange
002352 - Shenzhen Stock Exchange
WKL - Euronext Amsterdam
Market cap (USD)
$27.4B
$23.9B
Sector
Industrials
Industrials
HQ country
CN
NL
Primary segment
Time-definite Express
Health
Market structure
Quasi-Monopoly
Oligopoly
Market share
64.1% (reported)
85%-90% (reported)
HHI estimate
n/a
n/a
Pricing power
Strong
Strong
Moat score
75 / 100
73 / 100
Moat domains
Supply, Demand, Network
Demand, Legal
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Brand TrustSwitching Costs General

S.F. Holding Co., Ltd. strengths

Physical Network DensityScale Economies Unit CostOperational ExcellenceService Field NetworkTwo Sided NetworkScope EconomiesNon-core ancillary activities

Wolters Kluwer N.V. strengths

Data Workflow LockinSuite BundlingCompliance AdvantageLong 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%

Wolters Kluwer N.V. segments

Full profile >

Health

Oligopoly

26.8%

Tax & Accounting

Oligopoly

26.4%

Financial & Corporate Compliance

Oligopoly

20.8%

Legal & Regulatory

Oligopoly

16%

Corporate Performance & ESG

Competitive

10.1%

Want the full wide moat stocks list?

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

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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.