Pitney Bowes Inc (PBI)vsZTO Express (Cayman) Inc (ZTO)
PBI
Pitney Bowes Inc
$16.74
-0.46%
INDUSTRIALS · Cap: $2.29B
ZTO
ZTO Express (Cayman) Inc
$22.28
-1.02%
INDUSTRIALS · Cap: $17.15B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 2644% more annual revenue ($51.49B vs $1.88B). ZTO leads profitability with a 17.9% profit margin vs 8.9%. PBI appears more attractively valued with a PEG of 0.67. ZTO earns a higher WallStSmart Score of 70/100 (B-).
PBI
Buy62
out of 100
Grade: C+
ZTO
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.9%
Fair Value
$9.12
Current Price
$16.73
$7.62 premium
Margin of Safety
+64.6%
Fair Value
$70.28
Current Price
$22.28
$48.00 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 105.3% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 23.4%
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 22.0% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Grey zone — moderate risk
Revenue declined 3.2%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : PBI
The strongest argument for PBI centers on EPS Growth, Debt/Equity, PEG Ratio. PEG of 0.67 suggests the stock is reasonably priced for its growth.
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 : PBI
The primary concerns for PBI are Altman Z-Score, 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 growth play — different risk/reward profiles.
PBI carries more volatility with a beta of 1.64 — 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 62/100), backed by strong 17.9% margins and 22.0% revenue growth. 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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