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Sustained Profitability And Efficiency Will Drive Continued Market Outperformance

Published
24 Nov 24
Updated
13 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-10.1%
7D
0.5%

Author's Valuation

US$23.2418.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 13 Nov 25

Fair value Decreased 0.12%

ZTO: Profit Margins Will Remain Resilient Despite Volume Slowdown

The analyst average price target for ZTO Express (Cayman) was lowered slightly, down from $23.27 to $23.24, as analysts cite a slowdown in express delivery volume growth and limited near-term consolidation opportunities. Analyst Commentary Analysts provided further insight into ZTO Express (Cayman)'s recent price target revisions, noting a mix of positive execution signals and sector-specific headwinds influencing sentiment.

Shared on 29 Oct 25

Fair value Increased 0.20%

Narrative Update on ZTO Express (Cayman): Analyst Price Target Adjustment Analysts have marginally raised their price target for ZTO Express, increasing it from $23.22 to $23.27. This adjustment reflects sustained profitability, along with a cautious outlook due to slower express delivery volume growth and limited opportunities for near-term industry consolidation.

Shared on 15 Oct 25

Fair value Decreased 1.65%

The analyst price target for ZTO Express (Cayman) has been reduced by $0.39, as analysts cite slower express delivery volume growth and a cautious outlook on near-term market opportunities. Analyst Commentary Analysts have adjusted their perspectives on ZTO Express (Cayman), weighing both the company's operational strengths and the challenges present in the current market environment.

Shared on 27 Aug 25

Fair value Increased 2.88%

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.

Shared on 01 May 25

Fair value Decreased 14%

Shared on 23 Apr 25

Fair value Increased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 7.46%

AnalystConsensusTarget has increased revenue growth from 7.6% to 13.3% and decreased profit margin from 23.4% to 20.3%.

Shared on 19 Mar 25

Fair value Increased 2.02%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on 12 Mar 25

Fair value Increased 23%

AnalystConsensusTarget has decreased revenue growth from 11.8% to 7.6%, increased profit margin from 19.0% to 23.4% and increased shares outstanding growth rate from -0.0% to -0.0%.