Pitney Bowes Inc (PBI)vsZTO Express (Cayman) Inc (ZTO)
PBI
Pitney Bowes Inc
$17.32
+1.58%
INDUSTRIALS · Cap: $2.33B
ZTO
ZTO Express (Cayman) Inc
$20.90
+1.41%
INDUSTRIALS · Cap: $15.87B
Smart Verdict
WallStSmart Research — data-driven comparison
ZTO Express (Cayman) Inc generates 2805% more annual revenue ($54.21B vs $1.87B). ZTO leads profitability with a 19.0% profit margin vs 10.0%. PBI appears more attractively valued with a PEG of 0.64. ZTO earns a higher WallStSmart Score of 80/100 (B+).
PBI
Buy64
out of 100
Grade: C+
ZTO
Strong Buy80
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-85.3%
Fair Value
$9.16
Current Price
$17.32
$8.16 premium
Margin of Safety
+65.7%
Fair Value
$72.52
Current Price
$20.90
$51.62 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 115.8% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 21.7%
Attractively priced relative to earnings
Earnings expanding 58.1% YoY
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 22.2%
Revenue surging 23.0% year-over-year
Areas to Watch
Grey zone — moderate risk
Revenue declined 2.3%
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 0.64 suggests the stock is reasonably priced for its growth.
Bull Case : ZTO
The strongest argument for ZTO centers on P/E Ratio, EPS Growth, Altman Z-Score. Profitability is solid with margins at 19.0% and operating margin at 22.2%. Revenue growth of 23.0% 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 1.63 — expect wider price swings.
ZTO is growing revenue faster at 23.0% — sustainability is the question.
ZTO generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
ZTO scores higher overall (80/100 vs 64/100), backed by strong 19.0% margins and 23.0% 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.
Visit Website →Compare with Other INTEGRATED FREIGHT & LOGISTICS Stocks
Want to dig deeper into these stocks?