Pitney Bowes Inc (PBI)vsZTO Express (Cayman) Inc (ZTO)
PBI
Pitney Bowes Inc
$10.91
+2.35%
INDUSTRIALS · Cap: $1.76B
ZTO
ZTO Express (Cayman) Inc
$24.32
-3.76%
INDUSTRIALS · Cap: $19.25B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 2494% more annual revenue ($49.10B vs $1.89B). ZTO leads profitability with a 18.5% profit margin vs 7.7%. PBI appears more attractively valued with a PEG of 0.50. ZTO earns a higher WallStSmart Score of 76/100 (B+).
PBI
Buy63
out of 100
Grade: C+
ZTO
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.7%
Fair Value
$39.31
Current Price
$10.91
$28.40 discount
Margin of Safety
+67.2%
Fair Value
$75.82
Current Price
$24.32
$51.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 461.4% YoY
Attractively priced relative to earnings
Strong operational efficiency at 24.4%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 22.0%
Generating 7.7B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
7.7% margin — thin
Revenue declined 7.5%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : PBI
The strongest argument for PBI centers on PEG Ratio, EPS Growth, P/E Ratio. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : ZTO
The strongest argument for ZTO centers on Debt/Equity, P/E Ratio, Price/Book. Profitability is solid with margins at 18.5% and operating margin at 22.0%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : PBI
The primary concerns for PBI are Market Cap, Profit Margin, Revenue Growth.
Bear Case : ZTO
No major red flags identified for ZTO, but monitor valuation.
Key Dynamics to Monitor
PBI profiles as a value stock while ZTO is a mature play — different risk/reward profiles.
PBI carries more volatility with a beta of 1.44 — expect wider price swings.
ZTO is growing revenue faster at 12.3% — sustainability is the question.
ZTO generates stronger free cash flow (7.7B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (76/100 vs 63/100), backed by strong 18.5% margins and 12.3% revenue growth. PBI offers better value entry with a 73.7% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Pitney Bowes Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Pitney Bowes Inc., a technology company, offers business solutions in the United States and internationally. The company is headquartered in Stamford, Connecticut.
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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