Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$15.8B
756M shares
52-week range
$18.11 – $26.20
29% from low
Exchange
NYSE
ADRC
P/S (TTM)
0.3
EV / FCF (TTM)
4.2
ZTO Express is China's largest express delivery company by parcel volume, with a volume share of 20.1% in 2026. It operates a network partner model where it provides line-haul transportation and sorting services, while its local network partners provide first-mile pickup and last-mile delivery services under the ZTO brand name. Headquartered in Shanghai, the company was founded in 2002 by Meisong Lai, who remains chair, CEO, and a major shareholder with 78.7% voting rights as of March 31, 2026. ZTO's strategic shareholder is leading China e-commerce company Alibaba Group with around a 9.3% interest.
zto.investorroom.comNo one on the platform currently holds ZTO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 618,800 | $15.6M |
| Bridgewater Associatesas of 2024-12-31 | 16,201 | $316.7K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-04-08 | $0.3900 | 2026-04-29 |
| 2025-09-30 | $0.3000 | 2025-10-31 |
| 2025-04-10 | $0.3500 | 2025-04-29 |
| 2024-09-10 | $0.3500 | 2024-10-17 |
| 2024-04-09 | $0.6200 | 2024-04-29 |
No one on the platform has traded ZTO yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 11.4% | 11.9% | 13.8% | — | — | — |
| Rev. Growth % | 7.9% | 13.6% | ||||
| Profit Margin % | 18.5% | 19.2% | 20.9% | |||
| Free Cash Flow Margin % | 12.3% | 9.4% | 4.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +17.3% on the P/E track.
At today's price, your expected annual return is +21.9% on the P/E track.
At today's price, your expected annual return is +27.2% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $58.3B | +20.1% | $13.78 | $13.57–$13.92 | 1.5× | 7 |
| 2027 | $63.6B | +9.0% | $15.41 | $15.12–$15.84 | 1.3× | 7 |
| 2028 | $68.5B | +7.7% | $16.88 | $15.69–$18.55 | 1.2× | 7 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-18 | $0.50 | $0.56 | +11.8% |
| 2026-05-19 | $0.45 | $0.43 | -3.5% |
| 2026-03-17 | $0.45 | $0.47 | +4.9% |
| 2025-11-19 | $0.35 | $0.44 | +23.5% |
| 2025-08-19 | $0.40 | $0.35 | -12.4% |
| 2025-05-21 | $0.40 | $0.34 | -15.8% |
| 2025-03-18 | $0.46 | $0.44 | -4.3% |
| 2024-11-21 | $0.40 | $0.41 | +2.1% |
| +0.52% |
| $25.3B |
| — |
| JBHTJ.B. Hunt Transport Services, Inc. | $274.99 | +1.68% | $25.8B | — |
| LTMLATAM Airlines Group S.A. | $50.81 | -0.94% | $14.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ZTO no mercy Z scaled themselves in a downward channel
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https://www.marketbeat.com/earnings/reports/2026-8-18-zto-express-cayman-inc-stock/ $ZTO ZTO Express (Cayman) Earnings Transcript
View on StockTwits ↗
$ZTO Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $3.99 up 64.88% YoY • Reported revenue of $14.55B up 22.97% YoY • ZTO Express revises its annual parcel-volume growth guidance to 6.0% to 10.0% year over year for 2026, representing a total parcel volume range of 40.8 billion to 42.4 billion parcels.
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Sentiment trend for companies reporting this afternoon. Instrument maker $KEYS sporting an Extremely Bullish sentiment along with aerospace name $MRCY . The sentiment for both have been on the ascent the past few days. China express delivery express company $ZTO exhibits the lowest sentiment after touching Extremely Bullish earlier in the period.
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$ZTO $ROL $BEN $CF $CHRW ZTO Express dominates Chinese parcel delivery, Rollins leads pest control services, Franklin Resources expands asset management, CF Industries benefits from fertilizer demand, and C.H. Robinson remains a logistics leader.
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$ZTO Current Stock Price: $21.79 Contracts to trade: $22.0 ZTO Jul 17 2026 Call Entry: $0.45 Exit: $0.75 ROI: 67% Hold ~29 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
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$FWRD (Forward Air), high risk & high reward: Forward Air is an asset light freight company that moves urgent, time sensitive shipments through its own network of terminals and outsources the actual trucking. Now priced like the market expects the worst. High risk and almost killed itself becuase of a huge acquisition and now have lots of debt, could be a deleveraging play $FDX $XPO $ZTO $UPS
View on StockTwits ↗out of air freight, $UPS is expensive and $ZTO mega cheap. no clue why. $GXO
View on StockTwits ↗$ZTO Morning Star + Bullish Abandoned Baby Candlestick Pattern
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$ZTO (-4.3% pre) ZTO (NYSE: ZTO) grows Q1 2026 revenue 22% and okays US$1.5B buyback https://ooc.bz/l/103017
View on StockTwits ↗
https://marketbeat.com/a/8663624/ $ZTO ZTO Express (Cayman) Q1 Earnings Call Highlights
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-5-19-zto-express-cayman-inc-stock/ $ZTO ZTO Express (Cayman) Earnings Transcript
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.