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J&T Global Express Limited
(1519)
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Rating:62Neutral
Price Target:
HK$9.50
▼(-2.26% Downside)
Action:Reiterated
Date:08/06/26
The score is primarily driven by improving financial performance (turnaround to profitability and stronger free cash flow) and supportive technical trends (price above major moving averages). These positives are tempered by a demanding valuation (high P/E with no dividend yield provided) and a balance-sheet risk factor from meaningful, rising leverage alongside thin net margins.
Positive Factors
Revenue Growth
Sustained revenue expansion shows the delivery network continues to capture parcel demand and scale its operating base. Continued growth can improve network density, spread fixed costs across more shipments, and strengthen J&T’s position in e-commerce logistics over the next several quarters.
Negative Factors
Thin Net Margins
A thin net margin leaves limited room for error in a volume-driven logistics model. Even with improved gross profitability, modest changes in pricing, shipment volumes, transportation costs, or other operating expenses could materially reduce earnings and weaken the durability of the turnaround.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Sustained revenue expansion shows the delivery network continues to capture parcel demand and scale its operating base. Continued growth can improve network density, spread fixed costs across more shipments, and strengthen J&T’s position in e-commerce logistics over the next several quarters.
Read all positive factors
J&T Global Express Limited (1519) vs. iShares MSCI Hong Kong ETF (EWH)
Market Cap
HK$86.39B
Dividend YieldN/A
Average Volume (3M)28.86M
Price to Earnings (P/E)27.1
Beta (1Y)0.41
Revenue Growth31.91%
EPS Growth122.59%
CountryHK
Employees242,039
SectorIndustrials
Sector Strength72
IndustryIntegrated Freight & Logistics
Share Statistics
EPS (TTM)0.04
Shares Outstanding8,676,479,000
10 Day Avg. Volume26,477,083
30 Day Avg. Volume28,856,392
Financial Highlights & Ratios
PEG Ratio0.61
Price to Book (P/B)3.72
Price to Sales (P/S)0.96
P/FCF Ratio23.73
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
HK$12.91Price Target Upside32.84% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering12
EPS Forecast (FY)0.07
Revenue Forecast (FY)HK$15.83B
J&T Global Express Limited Business Overview & Revenue Model
Company Description
Primarily operating in China, J&T Express specializes in providing comprehensive logistics solutions. They equip their clientele with digitally-driven and visually-enhanced express parcel delivery options, alongside offering convenient online serv...
How the Company Makes Money
J&T Global Express makes money primarily by charging customers (notably e-commerce platforms, online merchants, SMEs, and individual senders) for parcel delivery and related logistics services. Its key revenue streams typically include: (1) Expres...
J&T Global Express Limited Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
56
Neutral
Cash Flow
68
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 14.33B | 12.18B | 10.26B | 8.85B | 7.27B | 4.85B |
| Gross Profit | 1.88B | 1.46B | 1.08B | 472.80M | -270.24M | -544.74M |
| EBITDA | 1.39B | 978.93M | 733.34M | -551.56M | -738.69M | -5.80B |
| Net Income | 361.68M | 198.71M | 100.56M | -1.10B | 1.66B | -6.05B |
Balance Sheet | ||||||
| Total Assets | 11.19B | 8.80B | 7.29B | 6.60B | 5.94B | 6.54B |
| Cash, Cash Equivalents and Short-Term Investments | 2.95B | 2.26B | 1.70B | 1.53B | 1.52B | 2.23B |
| Total Debt | 3.83B | 2.91B | 2.05B | 1.79B | 1.59B | 687.75M |
| Total Liabilities | 7.17B | 5.96B | 4.77B | 4.12B | 10.92B | 13.18B |
| Stockholders Equity | 4.31B | 3.15B | 2.83B | 2.75B | -4.85B | -6.59B |
Cash Flow | ||||||
| Free Cash Flow | 564.28M | 494.40M | 252.49M | -132.63M | -1.10B | -1.49B |
| Operating Cash Flow | 1.35B | 1.09B | 807.43M | 341.95M | -519.82M | -967.17M |
| Investing Cash Flow | -2.88B | -663.81M | -573.63M | -858.85M | -859.76M | -1.00B |
| Financing Cash Flow | 1.43B | -800.00K | -99.96M | 500.90M | 881.33M | 3.47B |
J&T Global Express Limited Technical Analysis
Neutral
9.72
Price Trends
9.22
Negative
9.31
Negative
9.71
Negative
Market Momentum
-0.05
Negative
49.17
Neutral
34.46
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:1519, the sentiment is Neutral. The current price of 9.72 is above the 20-day moving average (MA) of 8.94, above the 50-day MA of 9.22, and above the 200-day MA of 9.71, indicating a neutral trend. The MACD of -0.05 indicates Negative momentum. The RSI at 49.17 is Neutral, neither overbought nor oversold. The STOCH value of 34.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HK:1519.
J&T Global Express Limited Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | HK$53.21B | 12.67 | 9.71% | 7.01% | 4.04% | 13.17% | |
67 Neutral | HK$117.31B | 10.19 | 15.95% | 3.44% | 21.24% | 25.73% | |
67 Neutral | HK$65.56B | 7.23 | 12.78% | ― | 29.20% | 16.27% | |
65 Neutral | HK$178.68B | 14.85 | 10.90% | 3.54% | 11.20% | 6.59% | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% | |
62 Neutral | HK$86.39B | 27.14 | 9.69% | ― | 31.91% | 122.59% | |
49 Neutral | HK$451.43M | -3.09 | -14.50% | 1.48% | 5.28% | -148.69% |
* Industrials Sector Average
HK:1519
J&T Global Express Limited
8.99
-0.99
-9.88%
HK:0598
Sinotrans
4.81
-0.11
-2.20%
HK:2057
ZTO Express (Cayman), Inc. Class A
157.20
16.85
12.01%
HK:2618
JD Logistics, Inc.
9.89
-2.77
-21.88%
HK:6123
YTO International Express and Supply Chain Technology Limited
1.08
-0.02
-1.82%
HK:6936
S.F. Holding Co., Ltd. Class H
29.88
-5.03
-14.40%
J&T Global Express Limited Corporate Events
J&T Global Express Posts Strong Parcel Growth and Expands Infrastructure in 2026
Oct 14, 2026
JT Global Express reported strong parcel volume growth for the third quarter of 2026, with total volume rising 24.8% year-on-year to 9.58 billion parcels, driven by sharp gains in Southeast Asia and solid expansion in China. For the first nine mon...
J&T Global Express Grants Over 45 Million Share Awards Under 2024 Incentive Scheme
Sep 4, 2026
JT Global Express Limited has granted share awards over 45,696,708 Class B shares to 210 employees under its 2024 Share Incentive Scheme, with no consideration payable by the recipients and a grant date of September 4, 2026. The awards, tied to a ...
J&T Global Express Delivers Strong Interim Growth on Surging Parcel Volumes
Aug 20, 2026
JT Global Express reported a sharp increase in interim revenue and profitability for the six months ended 30 June 2026, underlining robust growth in its core express delivery services. Group revenue rose 39.5% year-on-year to USD7.67 billion, driv...
J&T Global Express Signs Connected Logistics Deals With S.F. Holding and Hive Box
Aug 20, 2026
JT Global Express Limited has entered into two master logistics service framework agreements with S.F. Holding and Hive Box, under which it will provide a broad range of logistics and related services. These include line-haul transportation, inter...
J&T Global Express Brings S.F. Founder Wang Wei Onto Board as Non-Executive Director
Aug 20, 2026
JT Global Express Limited has appointed Wang Wei, founder and de facto controller of S.F. Holding Co., Ltd., as a non-executive director with effect from August 20, 2026. Wang, a prominent figure in the logistics sector and chairman and CEO of S.F...
J&T Global Express Details Board and Committee Structure
Aug 20, 2026
JT Global Express Limited has announced the current composition of its board of directors, confirming a mix of executive, non-executive and independent non-executive directors led by Chairman and CEO Jet Jie Li. The updated structure highlights th...
J&T Global Express Sets August Board Meeting to Approve Interim Results and Mull Dividend
Aug 7, 2026
JT Global Express Limited has scheduled a board meeting for August 20, 2026 to review and approve its interim results for the six months ended June 30, 2026, and to consider the declaration of an interim dividend. The company will also host an ear...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.