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Upturn AI SWOT - About
ZTO 
ZTO Express (Cayman) Inc (ZTO)
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Upturn Advisory Summary
08/28/2025: ZTO (1-star) is a SELL. SELL since 1 days. Profits (-2.85%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
21 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $23.66
1 Year Target Price $23.66
| 14 | Strong Buy |
| 5 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.3% | Avg. Invested days 35 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.18B USD | Price to earnings Ratio 12.46 | 1Y Target Price 23.66 |
Price to earnings Ratio 12.46 | 1Y Target Price 23.66 | ||
Volume (30-day avg) 21 | Beta -0.17 | 52 Weeks Range 16.02 - 26.96 | Updated Date 08/29/2025 |
52 Weeks Range 16.02 - 26.96 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 3.52% | Basic EPS (TTM) 1.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-19 | When - | Estimate 2.89 | Actual 2.48 |
Profitability
Profit Margin 18.81% | Operating Margin (TTM) 20.92% |
Management Effectiveness
Return on Assets (TTM) 7.54% | Return on Equity (TTM) 14.03% |
Valuation
Trailing PE 12.46 | Forward PE 12.08 | Enterprise Value 13672329517 | Price to Sales(TTM) 0.33 |
Enterprise Value 13672329517 | Price to Sales(TTM) 0.33 | ||
Enterprise Value to Revenue 2.11 | Enterprise Value to EBITDA 8.3 | Shares Outstanding 593652992 | Shares Floating 409057479 |
Shares Outstanding 593652992 | Shares Floating 409057479 | ||
Percent Insiders 2.37 | Percent Institutions 15.71 |
Upturn AI SWOT
ZTO Express (Cayman) Inc
Company Overview
History and Background
ZTO Express (Cayman) Inc. was founded in 2002 in Shanghai, China. It has grown to become one of China's leading express delivery companies, benefiting from the rapid growth of e-commerce in China. Initially focused on the Yangtze River Delta region, it expanded nationally and internationally.
Core Business Areas
- Express Delivery Services: ZTO's core business involves providing express delivery services for parcels and documents. This includes pickup, transportation, and delivery services nationwide in China.
- Freight Services: ZTO offers freight services, providing transportation solutions for larger shipments.
- Other Services: ZTO also offers value-added services such as warehousing, distribution, and supply chain management solutions.
Leadership and Structure
Lai Meisong is the Founder, Chairman, and CEO of ZTO Express. The company has a standard corporate structure with a board of directors and various management teams overseeing different business functions.
Top Products and Market Share
Key Offerings
- Express Delivery (Parcels): This is ZTO's primary offering. It includes standard and expedited delivery services across China. The company holds a significant market share in the Chinese express delivery market (estimated at 22% in 2023). Competitors include SF Express, Yunda Express, and STO Express. Large revenue contributor. Market share changes year to year.
- Freight Delivery: Offers freight delivery options including large items. Provides delivery services for businesses who need to ship large items. Competitors are Best Logistics, Deppon Logistics.
Market Dynamics
Industry Overview
The express delivery industry in China is highly competitive, driven by the booming e-commerce sector. The market is characterized by high volume, low prices, and increasing demand for faster and more reliable delivery services.
Positioning
ZTO is positioned as a leading player in the Chinese express delivery market, known for its extensive network, efficient operations, and focus on technology. Its competitive advantages include its scale, network coverage, and cost-effectiveness.
Total Addressable Market (TAM)
The Chinese express delivery market is estimated to be worth hundreds of billions of dollars. ZTO, with its significant market share, is well-positioned to capture a substantial portion of this TAM.
Upturn SWOT Analysis
Strengths
- Extensive Nationwide Network
- High Parcel Volume
- Advanced Technology Infrastructure
- Cost-Effective Operations
- Strong Brand Recognition in China
Weaknesses
- Reliance on E-commerce Growth
- Pricing Pressure due to Competition
- Operational Challenges in Rural Areas
- Potential Regulatory Risks
- Labor Intensive
Opportunities
- Further Expansion into Rural Areas
- Increased Adoption of Technology and Automation
- Growth in Cross-Border E-commerce
- Development of Value-Added Services
- Partnerships with E-commerce Platforms
Threats
- Intense Competition
- Fluctuations in Fuel Prices
- Changes in Government Regulations
- Economic Slowdown in China
- Geopolitical Risks
Competitors and Market Share
Key Competitors
- SF Holding (002352.SZ - Shenzhen Stock Exchange, not directly comparable as it's not a US stock, but closest major competitor)
- JD Logistics (2618.HK - Hong Kong Stock Exchange, not directly comparable as it's not a US stock)
- Yunda Express (Not a US stock)
- STO Express (Not a US stock)
Competitive Landscape
ZTO benefits from its scale and cost-effectiveness, while SF Express is known for its premium service. Competition is intense, with players constantly vying for market share.
Growth Trajectory and Initiatives
Historical Growth: ZTO has experienced significant growth in revenue and parcel volume over the past decade, driven by the expansion of e-commerce in China.
Future Projections: Analysts project continued growth for ZTO, although at a potentially slower pace due to increased competition and regulatory changes.
Recent Initiatives: ZTO has focused on expanding its network in rural areas, investing in technology to improve efficiency, and developing new services to meet evolving customer needs.
Summary
ZTO Express is a major player in China's express delivery market, benefiting from its extensive network and high parcel volume. It faces intense competition and regulatory pressures, but its investments in technology and expansion into rural areas position it for continued growth. Reliance on e-commerce growth, the ongoing pricing pressure, and geopolitical risks may pose a threat to the company in the future. The company's ability to capitalize on cross-border e-commerce will be a key determinant of future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ZTO Express (Cayman) Inc
Exchange NYSE | Headquaters - | ||
IPO Launch date 2016-10-27 | Founder, Chairman & CEO Mr. Meisong Lai | ||
Sector Industrials | Industry Integrated Freight & Logistics | Full time employees 23913 | Website https://www.zto.com |
Full time employees 23913 | Website https://www.zto.com | ||
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. It offers freight forwarding services; and delivery services for e-commerce merchants and traditional merchants, and other express service users. The company was founded in 2002 and is headquartered in Shanghai, the People's Republic of China.
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