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ZTO Express (Cayman) Inc. Stock Price

NYSE:ZTO Community·US$16.1b Market Cap
  • 4 Narratives written by author
  • 5 Comments on narratives written by author
  • 34 Fair Values set on narratives written by author

ZTO Share Price Performance

US$21.50
3.63 (20.31%)
US$29.03
Fair Value
US$21.50
3.63 (20.31%)
25.9% undervalued intrinsic discount
US$29.03
Fair Value
Price US$21.50
AnalystConsensusTarget US$29.03
AnalystHighTarget US$32.53
AnalystLowTarget US$23.48

ZTO Community Narratives

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Fair Value US$29.03 25.9% undervalued intrinsic discount

Sustained Profitability And Efficiency Will Drive Continued Market Outperformance

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16users have followed this narrative
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Fair Value US$32.53 33.9% undervalued intrinsic discount

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

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3users have followed this narrative
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Fair Value US$23.48 8.4% undervalued intrinsic discount

Chinese E-Commerce Deceleration And Cost Pressures Will Strain Performance

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US$23.48
8.4% undervalued intrinsic discount
Revenue
6.35% p.a.
Profit Margin
19.52%
Future PE
10.53x
Price in 2029
US$30.29
US$32.53
33.9% undervalued intrinsic discount
Revenue
14.42% p.a.
Profit Margin
20.02%
Future PE
12.34x
Price in 2029
US$41.78

Trending Discussion

No trending discussion available.

Updated Narratives

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ZTO: Buybacks And Alibaba Overhang Will Balance Pricing And Earnings Execution

Fair Value: US$23.48 8.4% undervalued intrinsic discount
0 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: Market Share Gains And Buybacks Will Support Future Re Rating

Fair Value: US$29.03 25.9% undervalued intrinsic discount
16 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 33.9% 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

Snowflake Analysis

Very undervalued with solid track record.

0 Risks
5 Rewards

ZTO Express (Cayman) Inc. Key Details

CN¥54.2b

Revenue

CN¥40.6b

Cost of Revenue

CN¥13.6b

Gross Profit

CN¥3.3b

Other Expenses

CN¥10.3b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
13.58
25.10%
19.03%
34.2%
View Full Analysis

About ZTO

Founded
2002
Employees
23888
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.