WallStSmart

Armlogi Holding Corp. Common Stock (BTOC)vsZTO Express (Cayman) Inc (ZTO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ZTO Express (Cayman) Inc generates 26491% more annual revenue ($51.49B vs $193.63M). ZTO leads profitability with a 17.9% profit margin vs -10.7%. ZTO earns a higher WallStSmart Score of 70/100 (B-).

BTOC

Avoid

29

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 5.0Quality: 2.5
Piotroski: 2/9Altman Z: 0.92

ZTO

Strong Buy

70

out of 100

Grade: B-

Growth: 7.3Profit: 7.0Value: 8.0Quality: 7.5
Piotroski: 5/9Altman Z: 3.42
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BTOC.

ZTOUndervalued (+64.0%)

Margin of Safety

+64.0%

Fair Value

$69.14

Current Price

$22.90

$46.24 discount

UndervaluedFair: $69.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BTOC1 strengths · Avg: 10.0/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

ZTO5 strengths · Avg: 8.4/10
Altman Z-ScoreHealth
3.4210/10

Safe zone — low bankruptcy risk

P/E RatioValuation
13.7x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
22.0%8/10

Revenue surging 22.0% year-over-year

Free Cash FlowQuality
$2.79B8/10

Generating 2.8B in free cash flow

Areas to Watch

BTOC4 concerns · Avg: 2.5/10
Market CapQuality
$12.59M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-154.0%2/10

ROE of -154.0% — below average capital efficiency

Revenue GrowthGrowth
-9.1%2/10

Revenue declined 9.1%

ZTO0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : BTOC

The strongest argument for BTOC centers on Price/Book.

Bull Case : ZTO

The strongest argument for ZTO centers on Altman Z-Score, P/E Ratio, Price/Book. Profitability is solid with margins at 17.9% and operating margin at 19.2%. Revenue growth of 22.0% demonstrates continued momentum.

Bear Case : BTOC

The primary concerns for BTOC are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 8.97 is elevated, increasing financial risk.

Bear Case : ZTO

No major red flags identified for ZTO, but monitor valuation.

Key Dynamics to Monitor

BTOC profiles as a turnaround stock while ZTO is a growth play — different risk/reward profiles.

BTOC carries more volatility with a beta of 2.79 — expect wider price swings.

ZTO is growing revenue faster at 22.0% — sustainability is the question.

ZTO generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

ZTO scores higher overall (70/100 vs 29/100), backed by strong 17.9% margins and 22.0% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Armlogi Holding Corp. Common Stock

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA

Armlogi Holding Corp. (BTOC) is a pioneering technology firm dedicated to transforming the logistics industry through advanced digital solutions and data analytics. By focusing on enhancing supply chain operations and prioritizing sustainability, Armlogi is poised to meet the increasing demand for integrated logistics services in a rapidly changing global market. The company's innovative strategies and commitment to operational excellence position it as a robust investment opportunity for institutional investors aiming to gain traction in the evolving logistics sector.

ZTO Express (Cayman) Inc

INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · China

ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.

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