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Update shared on27 Aug 2025

Fair value Increased 2.75%
AnalystConsensusTarget's Fair Value
US$23.58
24.2% undervalued intrinsic discount
27 Aug
US$17.87
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1Y
-19.3%
7D
-6.8%

Despite a notable decline in both future P/E and consensus revenue growth forecasts for ZTO Express (Cayman), the consensus analyst price target has edged up from $22.95 to $23.58.


What's in the News


  • Company completed buyback of 50,899,498 shares (6.24%) for $1,228.3 million; no additional shares repurchased in recent quarter.
  • Revised 2025 parcel volume guidance down to 38.8–40.1 billion packages, indicating a 14–18% year-over-year increase.
  • Announced semi-annual dividend of $0.29 per share.
  • Board meeting held to approve and publish unaudited Q2 and interim financial results.
  • Added to Hang Seng Index.

Valuation Changes


Summary of Valuation Changes for ZTO Express (Cayman)

  • The Consensus Analyst Price Target has risen slightly from $22.95 to $23.58.
  • The Future P/E for ZTO Express (Cayman) has significantly fallen from 13.80x to 2.03x.
  • The Consensus Revenue Growth forecasts for ZTO Express (Cayman) has significantly fallen from 11.6% per annum to 9.3% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.