Expeditors International of Washington, Inc. (EXPD)vsZTO Express (Cayman) Inc (ZTO)
EXPD
Expeditors International of Washington, Inc.
$146.35
-0.60%
INDUSTRIALS · Cap: $19.14B
ZTO
ZTO Express (Cayman) Inc
$24.46
-3.21%
INDUSTRIALS · Cap: $18.16B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 329% more annual revenue ($47.51B vs $11.07B). ZTO leads profitability with a 18.6% profit margin vs 7.3%. ZTO appears more attractively valued with a PEG of 2.15. ZTO earns a higher WallStSmart Score of 66/100 (B-).
EXPD
Hold45
out of 100
Grade: D
ZTO
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-300.1%
Fair Value
$40.46
Current Price
$146.35
$105.89 premium
Margin of Safety
+11.1%
Fair Value
$28.01
Current Price
$24.46
$3.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 20.3%
Generating 7.7B in free cash flow
Areas to Watch
Trading at 8.3x book value
7.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPD
The strongest argument for EXPD centers on Return on Equity, Altman Z-Score.
Bull Case : ZTO
The strongest argument for ZTO centers on Debt/Equity, P/E Ratio, Price/Book. Profitability is solid with margins at 18.6% and operating margin at 20.3%. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : EXPD
The primary concerns for EXPD are Price/Book, Profit Margin, Piotroski F-Score.
Bear Case : ZTO
The primary concerns for ZTO are PEG Ratio.
Key Dynamics to Monitor
EXPD profiles as a value stock while ZTO is a mature play — different risk/reward profiles.
EXPD carries more volatility with a beta of 1.11 — expect wider price swings.
ZTO is growing revenue faster at 11.1% — sustainability is the question.
ZTO generates stronger free cash flow (7.7B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (66/100 vs 45/100), backed by strong 18.6% margins and 11.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Expeditors International of Washington, Inc.
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Expeditors (Expeditors International of Washington) is an American worldwide logistics and freight forwarding company headquartered in Seattle, Washington.
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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