ZTO Share Price Performance
US$25.24
5.65 (28.84%)
5.7% overvalued intrinsic discount
US$23.87
Fair Value
Price US$25.24
AnalystConsensusTarget US$23.87
AnalystHighTarget US$27.72
AnalystLowTarget US$21.10
Fair ValueUS$23.87
Share Pricen/a
ZTO Express (Cayman) Inc. Stock Price
- 4 Narratives written by author
- 5 Comments on narratives written by author
- 32 Fair Values set on narratives written by author
ZTO Community Narratives
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Fair Value US$23.87 5.7% overvalued intrinsic discount
Sustained Profitability And Efficiency Will Drive Continued Market Outperformance
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Fair Value US$28.84 12.5% undervalued intrinsic discount
E-commerce And AI Logistics Will Transform China And Southeast Asia
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Fair Value US$21.1 19.6% overvalued intrinsic discount
Chinese E-Commerce Deceleration And Cost Pressures Will Strain Performance
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E-commerce And AI Logistics Will Transform China And Southeast Asia
Key Takeaways Accelerated automation, AI deployment, and strategic partnerships position ZTO for rapid margin expansion and increased dominance in China's evolving e-commerce logistics market. Financial strength and network scale enable ZTO to capitalize on urbanization trends, market consolidation, and expansion into adjacent logistics sectors for long-term profitability.Read more
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US$28.84
12.5% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
9.6% p.a.
Profit Margin
19.3%
Future PE
16.66x
Price in 2029
US$36.9
Chinese E-Commerce Deceleration And Cost Pressures Will Strain Performance
Key Takeaways Slower e-commerce growth and pricing pressure threaten revenue expansion and long-term earnings stability amid intensifying competition. Rising costs from automation, regulation, and customer concentration could weaken margins and strain financial flexibility over time.Read more
8
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US$21.1
19.6% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
9.48% p.a.
Profit Margin
19.29%
Future PE
12.36x
Price in 2029
US$27.01
Sustained Profitability And Efficiency Will Drive Continued Market Outperformance
Key Takeaways Rapid adoption of automation, AI, and premium service offerings is driving cost reductions, margin expansion, and earnings stability. Stabilizing industry pricing and improved parcel mix support sustained revenue growth and enhance ZTO's competitive market position.Read more
75
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US$23.87
5.7% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
8.97% p.a.
Profit Margin
19.23%
Future PE
14.31x
Price in 2029
US$30.5
Trending Discussion
Recently Updated Narratives
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ZTO: Future Buybacks And Better Unit Economics Will Support Upside
Fair Value: US$28.84 12.5% undervalued intrinsic discount
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ZTO: Future Unit Economics Will Face Pressure From Execution Risks
Fair Value: US$21.1 19.6% overvalued intrinsic discount
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ZTO: Buybacks And Stable Margins Will Support Fairly Valued Shares
Fair Value: US$23.87 5.7% overvalued intrinsic discount
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Snowflake Analysis
ZTO Express (Cayman) Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 11.54
- 25.99%
- 18.60%
- 18.2%
About ZTO
- Founded
- 2002
- Employees
- 23913
- CEO
- WebsiteView website
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. It offers freight forwarding services; and delivery services for e-commerce merchants and traditional merchants, and other express service users. The company was founded in 2002 and is headquartered in Shanghai, the People's Republic of China.
