ZTO Express (Cayman) Inc.
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About the company
ZTO Express (Cayman) Inc. is a leading provider of expedited parcel delivery and integrated logistics services throughout the People's Republic of China. The company facilitates shipments for a diverse clientele, including online retailers, traditional businesses, and various other entities requiring swift courier solutions.
- CEO
- Meisong Lai
- IPO
- 2016
- Employees
- 24,477
- HQ
- Shanghai, CN
Price Chart
- Market Cap
- $18.28B
- P/E
- 13.55
- P/S
- 2.43
- P/B
- 1.96
- EV/EBITDA
- 9.40
- Div Yield
- 2.98%
- Gross Margin
- 24.89%
- Op Margin
- 19.92%
- Net Margin
- 17.88%
- ROE
- 14.20%
- ROIC
- 9.92%
- Revenue
- $47.76B · 7.86%
- Net Income
- $8.83B · 0.19%
- EPS
- $11.05 · 0.91%
- Op Income
- $9.37B
- FCF YoY
- 6.64%
- 52W High
- $26.20
- 52W Low
- $17.39
- 50D MA
- $23.45
- 200D MA
- $22.14
- Beta
- -0.22
- Avg Volume
- 1.62M
AI snapshot
Six angles, distilled from the data.
The stock is in a constructive recovery phase after trading back above its 200-day average of 22.10, with the 50-day still overhead at 23.55. It sits well below the 52-week high of 25.97 but far above the 52-week low of 16.85, pointing to a mid-range consolidation rather than a breakout or breakdown.
Street sentiment stays constructive: 8 Buy and 2 Hold ratings, with no Sell ratings in the current consensus. The average target is 28.35, above the recent 30.1 high target and well above the current share price, while recent actions skew positive with Macquarie’s upgrade and Morgan Stanley’s higher target.
The earnings backdrop is mixed but still workable. ZTO has beaten EPS in 3 of the last 7 reported quarters, and the next-year EPS estimate has climbed to 15.37 from 13.71 for 2026, signaling rising expectations. Shareholders should watch whether margin discipline and parcel volume can support that step-up.
No discretionary insider buying or selling stands out. The recent filings are dominated by automatic award and exempt-related share movements for the CEO, CFO, COO, and other executives, which look like compensation mechanics rather than conviction trades.
Profitability remains solid, with a 24.9% gross margin, 19.2% operating margin, and 17.9% net margin. Growth is still positive, with revenue up 22% year over year and earnings up 9.8%, while cash generation is strong at 18.0 billion in free cash flow for fiscal 2025.
ZTO screens as a higher-quality logistics name, supported by 14.9% ROE and 6.98% ROA. The balance sheet is a clear strength with 25.7 billion in cash and 14.2 billion in net cash, while the valuation at 13.66x earnings leaves it below many growth-oriented transport peers.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Mar 23, 26 | Yan Huiping | other | 15,248 |
| Mar 23, 26 | Yan Huiping | other | 15,248 |
| Mar 23, 26 | Yan Huiping | other | 15,248 |
| Mar 23, 26 | Wang Jilei | other | 13,108 |
| Mar 23, 26 | Wang Jilei | other | 13,108 |
| Mar 23, 26 | Wang Jilei | other | 13,108 |
| Mar 23, 26 | Lai Meisong | other | 154,000 |
| Mar 23, 26 | Lai Meisong | other | 154,000 |
| Mar 23, 26 | Lai Meisong | other | 154,000 |
| Mar 23, 26 | Lai Jianchang | other | 9,621 |
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AI analysis · Last refreshed July 1, 2026 · Live quote · Not investment advice