ZTO — Stock Film
STOCK FILMSCENE 1/11ZTO · $20.61
Stock Expert AI presents
ZTO
ZTO Express (Cayman) Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
ZTO Express (Cayman) Inc. What it actually does.

Provide express delivery services for e-commerce and traditional merchants. Offer value-added logistics solutions to enhance customer experience. Now — the numbers.

on the stock market since 2016
24K employees
$16B market value
WHERE DOES THE MONEY COME FROM?
93%Express delivery services
Express delivery servicesSale of accessories 5%Freight forwarding services 2%Other <1%
93% of all revenue comes from a single line: Express delivery services.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$7.1B
The net profit left over:
$1.3B
Out of every $100 in sales, $18 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 18%

This is an established company with proven profits.

THE SALES TREND
Sales are growing, year after year.

Average growth of 12% a year over the last 4 years. Every year shown ended in profit.

$4.5B
2021
2022
2023
2024
$7.1B
2025
THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
12.4×

The market pays 12.4× for every dollar of annual profit — cheap, which is either an opportunity or a warning.

Against companies in its own sector, it looks cheaper than 78% of them.

Analysts' average target sits 50% above today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
73
strong

Clearly above the class average — a step short of the very top.

FINANCIAL STRENGTH
90
very strong

Debt is low and cash is strong; the finances stand solid.

VALUATION
78
strong

Clearly above the class average — a step short of the very top.

GROWTH
77
strong

Clearly above the class average — a step short of the very top.

PRICE MOMENTUM
51
average

The price is looking for direction — no strong breakout, no collapse.

No real weak spot in any of the five subjects — a balanced report card.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 37% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 18% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Sales keep climbing

Over the last 4 years, sales grew about 12% a year on average.

3
THE BRIGHT SIDE · 3/3
Strong cash, light debt

There is $3.8B in the vault; even if every debt were paid off, $2.1B would remain.

1
THE RISKS · 1/1
The stock has lost its spark

Since the drop from its peak, buyer appetite hasn’t come back.

FINALE · THE GRADE
A+
83 / 100 · MoonshotScore

On our five-subject report card, ZTO sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: ZTO is an established business that has proven its profits for years. The real debate here isn’t the price — it’s whether the company can keep up this pace.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film