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Upturn AI SWOT - About
ZTO 
ZTO Express (Cayman) Inc (ZTO)
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Upturn Advisory Summary
10/15/2025: ZTO (1-star) is currently NOT-A-BUY. Pass it for now.
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 $23.22
1 Year Target Price $23.22
| 14 | Strong Buy |
| 5 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.18% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.02B USD | Price to earnings Ratio 12.74 | 1Y Target Price 23.22 |
Price to earnings Ratio 12.74 | 1Y Target Price 23.22 | ||
Volume (30-day avg) 21 | Beta -0.17 | 52 Weeks Range 15.77 - 24.48 | Updated Date 10/17/2025 |
52 Weeks Range 15.77 - 24.48 | Updated Date 10/17/2025 | ||
Dividends yield (FY) 3.42% | Basic EPS (TTM) 1.49 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 12.74 | Forward PE 11.59 | Enterprise Value 13954674358 | Price to Sales(TTM) 0.32 |
Enterprise Value 13954674358 | Price to Sales(TTM) 0.32 | ||
Enterprise Value to Revenue 2.18 | Enterprise Value to EBITDA 8.55 | Shares Outstanding 589296077 | Shares Floating 407777875 |
Shares Outstanding 589296077 | Shares Floating 407777875 | ||
Percent Insiders 2.37 | Percent Institutions 15.57 |
Upturn AI SWOT
ZTO Express (Cayman) Inc
Company Overview
History and Background
ZTO Express (Cayman) Inc. was founded in 2002. It rapidly grew to become one of China's leading express delivery companies, benefiting from the boom in e-commerce. It went public on the NYSE in 2016.
Core Business Areas
- Express Delivery Services: This is ZTO's core business, providing domestic and international express delivery services. They offer various delivery options to meet different customer needs.
- Freight Services: ZTO also offers freight services, catering to larger shipments and businesses requiring cargo transport.
- Other Value-Added Services: These include warehousing, supply chain management, and other logistics solutions, aiming to provide comprehensive services.
Leadership and Structure
Lai Meisong is the founder and Chairman of the board. The company operates with a hierarchical structure with regional and operational management teams.
Top Products and Market Share
Key Offerings
- Express Delivery: Provides fast and reliable delivery services. ZTO holds a significant market share in China's express delivery market, competing with other major players. Competitors include SF Holding, Yunda Express, and STO Express. Market share is volatile and changes based on strategy.
- Cross-Border E-Commerce Logistics: Facilitates logistics for cross-border e-commerce. ZTO's expansion into cross-border logistics aims to capitalize on the growing global e-commerce market. Major competitors in the cross-border sector include Cainiao and other international logistics providers.
Market Dynamics
Industry Overview
The express delivery industry in China is highly competitive and rapidly growing, driven by the expansion of e-commerce. The industry faces challenges such as increasing labor costs, environmental regulations, and the need for technological advancements.
Positioning
ZTO is a major player in the Chinese express delivery market, leveraging its extensive network and technology investments. They aim to differentiate through service quality and efficient operations.
Total Addressable Market (TAM)
The TAM for the Chinese express delivery market is estimated to be hundreds of billions of USD. ZTO is well-positioned to capture a significant share of this market through its established network and expanding service offerings.
Upturn SWOT Analysis
Strengths
- Extensive Network
- Large Delivery Volume
- Advanced Technology Infrastructure
- Established Brand Reputation
Weaknesses
- High Reliance on E-commerce
- Exposure to Regulatory Changes
- Competition Pressure
- Dependence on franchise model
Opportunities
- Expansion into New Markets
- Development of Value-Added Services
- Integration of Technology
- Growth of Cross-Border E-Commerce
Threats
- Intense Price Competition
- Economic Slowdown
- Rising Labor Costs
- Changing Consumer Preferences
Competitors and Market Share
Key Competitors
- SF Express
- Yunda Holding Co Ltd
- STO Express
- JD Logistics
Competitive Landscape
ZTO competes with other major express delivery companies in China. ZTO's competitive advantages include its extensive network, large delivery volume, and technology investments. Disadvantages are pressures to maintain revenue growth and increased competition.
Major Acquisitions
TransRush
- Year: 2018
- Acquisition Price (USD millions): 8.6
- Strategic Rationale: TransRush specialized in import/export shipping. The acquisition helps ZTO's cross-border capabilities.
Growth Trajectory and Initiatives
Historical Growth: ZTO has demonstrated substantial growth in revenue and delivery volume, driven by the expansion of e-commerce in China.
Future Projections: Analysts project continued growth for ZTO, driven by the increasing demand for express delivery services and the company's strategic initiatives.
Recent Initiatives: ZTO has been investing in technology, expanding its network, and developing new services to drive future growth.
Summary
ZTO Express is a significant player in China's express delivery market, leveraging its extensive network and technology. The company faces intense competition and regulatory pressures. Strategic initiatives, particularly in technology and value-added services, are crucial for maintaining its competitive edge. The company must look out for changing consumer preferences and environmental regulations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Market Research Reports
- Analyst Estimates
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Actual financial performance may vary.
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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