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ZTO Express (Cayman) Inc. Stock Price

NYSE:ZTO Community·US$18.2b Market Cap
  • 4 Narratives written by author
  • 5 Comments on narratives written by author
  • 33 Fair Values set on narratives written by author

ZTO Share Price Performance

US$23.98
3.69 (18.19%)
US$29.03
Fair Value
US$23.98
3.69 (18.19%)
17.4% undervalued intrinsic discount
US$29.03
Fair Value
Price US$23.98
AnalystConsensusTarget US$29.03
AnalystHighTarget US$32.53
AnalystLowTarget US$24.24

ZTO Community Narratives

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Fair Value US$29.03 17.4% undervalued intrinsic discount

Sustained Profitability And Efficiency Will Drive Continued Market Outperformance

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Fair Value US$32.53 26.3% undervalued intrinsic discount

E-commerce And AI Logistics Will Transform China And Southeast Asia

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Fair Value US$24.24 1.1% undervalued intrinsic discount

Chinese E-Commerce Deceleration And Cost Pressures Will Strain Performance

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US$32.53
26.3% undervalued intrinsic discount
Revenue
14.42% p.a.
Profit Margin
20.02%
Future PE
12.34x
Price in 2029
US$41.78
US$24.24
1.1% undervalued intrinsic discount
Revenue
8.37% p.a.
Profit Margin
19.2%
Future PE
11.33x
Price in 2029
US$31.22

Trending Discussion

No trending discussion available.

Updated Narratives

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ZTO: Market Share Gains And Buybacks Will Support Future Re Rating

Fair Value: US$29.03 17.4% undervalued intrinsic discount
14 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ZTO: Future Buybacks And Margin Gains Will Support Share Upside

Fair Value: US$32.53 26.3% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ZTO: Buybacks And Alibaba Stake Overhang Will Shape Execution And Sector Risks

Fair Value: US$24.24 1.1% undervalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Very undervalued with excellent balance sheet.

1 Risk
4 Rewards

ZTO Express (Cayman) Inc. Key Details

CN¥51.5b

Revenue

CN¥38.7b

Cost of Revenue

CN¥12.8b

Gross Profit

CN¥3.6b

Other Expenses

CN¥9.2b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 19, 2026
12.13
24.89%
17.88%
34.1%
View Full Analysis

About ZTO

Founded
2002
Employees
23399
CEO
Meisong Lai
WebsiteView website
www.zto.com

ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. It also offers less-than-truckload (LTL) logistics services; integrated logistics solutions for warehousing, distribution, and transportation; and freight forwarding services. The company was founded in 2002 and is headquartered in Shanghai, the People's Republic of China.

Recent ZTO News & Updates

Narrative Update Jun 29

ZTO: Market Share Gains And Buybacks Will Support Future Re Rating

Analysts have raised the price target for ZTO Express (Cayman) to $29.03 from $23.87, reflecting updated expectations for revenue growth, profit margins, and valuation multiples amid mixed recent target changes on the Street. Analyst Commentary Recent research on ZTO Express (Cayman) highlights a split in opinion, with some analysts focusing on potential upside from execution and profitability, while others emphasize overhangs related to shareholder moves and industry conditions.

Recent updates

No updates