C.H. Robinson vs ZTO Express (cayman)
C.H. Robinson is the larger business, with $16.23bn of revenue in fiscal 2025 against $6.83bn for ZTO Express (cayman) (2.4 times as much). ZTO Express (cayman) grew faster (11.0% against -8.4%). ZTO Express (cayman) kept more of each dollar of sales as profit: a net margin of 18.5% against 3.6%. ZTO Express (cayman) carries less debt relative to equity (16.7% against 59.0%).
| Latest fiscal year | C.H. RobinsonCHRW, 2025 | ZTO Express (cayman)ZTO, 2025 |
|---|---|---|
| Revenue | $16.23bn | $6.83bn |
| Revenue growth | -8.4% | 11.0% |
| Net income | $587m | $1.26bn |
| Operating margin | 4.9% | 21.3% |
| Net margin | 3.6% | 18.5% |
| Return on equity | 32.9% | 14.0% |
| Free cash flow | $895m | $940m |
| Cash | $161m | $1.43bn |
| Total debt | $1.09bn | $1.58bn |
| Debt to equity | 59.0% | 16.7% |
| Dividend per share | $2.49 | — |
| Dividend yield | 2.0% | 3.3% |
| Share buybacks | $355m | $174m |
| Employees | 11,855 | — |
| Market value | $15.36bn | $16.08bn |
| Price vs our value range | Above our value range | Below our value range |
| Moat score | 70 (Moderate) | — |
| Insider trades, 12 months | 4 buys, 10 sales | 0 buys, 0 sales |