ZTO Express (ZTON) Price & Analysis
ZTON Stock Chart & Stats
- Day’s Range
- MXN 370.00 - MXN 370.00
- 52-Week Range
- MXN 336.01 - MXN 426.00
- Previous Close
- MXN 370.00
- Volume
- 0
- Average Volume (3M)
- 0
- Market Cap
- MXN 280.88B
- Enterprise Value
- MXN 16.88B
- Total Cash (Recent Filing)
- MXN 31.36B
- Total Debt (Recent Filing)
- MXN 22.05B
- Price to Earnings (P/E)
- 10.2
- Beta
- 0.35
- Next Earnings
- Nov 17, 2026
- EPS Estimate
- 9.05
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 3.23%
Bulls Say, Bears Say
Bulls Say
Strong Profitability
TTM net margin around 19% and solid operating profitability show that ZTO converts its large revenue base into substantial earnings. This provides internal funding for network investment and resilience, although durability still depends on controlling transport, sorting, labor, and incentive costs.
Positive Cash Generation
Positive operating cash flow of about 14.8B and free cash flow of about 6.9B demonstrate that ZTO generates meaningful cash from operations. Strong free-cash-flow growth supports continued network investment and shareholder returns, while improving financial self-funding capacity.
Broad Logistics Network
ZTO’s integrated express network combines parcel pickup, sorting, line-haul transportation, and last-mile delivery with a broad partner base. This operating footprint can support scale efficiencies, complementary logistics offerings, and service reach across China’s large parcel market.
Bears Say
Revenue Growth Slowdown
Revenue growth of about 5% TTM is materially slower than ZTO’s prior double-digit annual expansion. A slower top line can reduce operating leverage, limit the pace of network productivity gains, and make future earnings growth more dependent on cost control and efficiency.
Higher Leverage
The increase in debt-to-equity from about 0.17 to 0.35 reduces financial flexibility even though leverage remains manageable and equity capitalization is strong. Higher debt can constrain capital allocation and leave less balance-sheet capacity for investment or resilience during weaker conditions.
Moderate Cash Conversion
Free cash flow equal to only about one-third of TTM net income indicates that reported profitability is not fully translating into excess cash after investment needs. This may limit internally funded expansion and shareholder distributions unless cash conversion improves over time.
ZTO Express News
ZTON FAQ
What was ZTO Express’s price range in the past 12 months?
What is ZTO Express’s market cap?
When is ZTO Express’s upcoming earnings report date?
How were ZTO Express’s earnings last quarter?
Is ZTO Express overvalued?
Does ZTO Express pay dividends?
What is ZTO Express’s EPS estimate?
How many shares outstanding does ZTO Express have?
What happened to ZTO Express’s price movement after its last earnings report?
Which hedge fund is a major shareholder of ZTO Express?
What is the TipRanks Smart Score and how is it calculated?
ZTO Express Stock Smart Score
Company Description
ZTO Express
ZTO Express (Cayman) Inc. is a leading provider of expedited parcel delivery and integrated logistics services throughout the People's Republic of China. The company facilitates shipments for a diverse clientele, including online retailers, traditional businesses, and various other entities requiring swift courier solutions. By the end of 2021, specifically December 31, its operations were supported by a substantial vehicle network comprising approximately 10,900 trucks. The firm was established in 2002 and maintains its primary corporate offices in Shanghai, China.
- Sector
- Industrials
- Industry
- Integrated Freight & Logistics
- CEO
- Meisong Lai
- Employees
- 23,888
- Website
- www.zto.com
- Address
- Building One, Shanghai, SH, 201708, CN
ZTO Express (ZTON) Earnings & Revenues
ZTON Company Deck
ZTON Earnings Call
Earnings Call SentimentPositive
The call presents a broadly positive operational and strategic picture: ZTO delivered above-industry parcel growth, strong revenue growth, robust operating cash flow, significant retail segment expansion, and measurable cost and productivity gains from automation and AI. Management also strengthened shareholder returns (dividend and $1.5B buyback) and provided upbeat 2026 guidance. However, the company faces margin pressure driven by higher total costs, rising KA unit costs and increased volume incentives, which led to declines in gross profit and operating profit for the year. On balance, the financial and strategic positives (volume outperformance, cash generation, technology-driven efficiency, and enhanced capital returns) outweigh the profitability headwinds, while management has explicit plans to address cost and network fairness issues.
View all MX:ZTON earnings summariesZTON Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 9 | 1 | 9 |
| Technical Analysis | 2 | 1 | 4 |
| Moving Averages | 7 | 0 | 5 |