S.F. Holding Co., Ltd. (002352.SZ) has a MoatMap StockRank of 67/100 based on Quality (57/100), Value (63/100), and Momentum (31/100) factor scores. The current signal is BUY. S.F. Holding is China's leading express delivery company. While it is a high-quality logistics operator, it is highly capital-intensive and exposed to intense domestic price wars, violating our asset-light and pricing power criteria.
S.F. Holding Co., Ltd. is China's leading integrated express logistics service provider, offering high-end time-definite delivery, freight, cold chain, and international supply chain solutions. The company's formidable competitive moat is constructed around its massive self-operated network, including its own cargo airline fleet (SF Airlines) and advanced digital logistics technology. It is the dominant market leader in China's premium, high-margin logistics and express delivery sector.
| Price | $5.15 |
| Market Cap | $26.0B |
| P/E (TTM) | 15.33 |
| P/E (Forward) | 13.22 |
| Price/Book | 1.72 |
| Return on Equity | 11.1% |
| Return on Invested Capital | 11.6% |
| Debt/Equity | 45.04 |
| Gross Margin | 13.4% |
| Operating Margin | 5.0% |
| Revenue Growth | 6.1% |
| Dividend Yield | 2.6% |
| Free Cash Flow | $249M |
S.F. Holding Co., Ltd. operates in the Integrated Freight & Logistics industry, part of the Industrials sector (China).