Expeditors International vs ZTO Express (cayman)
Expeditors International is the larger business, with $11.07bn of revenue in fiscal 2025 against $6.83bn for ZTO Express (cayman) (1.6 times as much). ZTO Express (cayman) grew faster (11.0% against 4.4%). ZTO Express (cayman) kept more of each dollar of sales as profit: a net margin of 18.5% against 7.3%. Expeditors International carries less debt relative to equity (0.0% against 16.7%).
| Latest fiscal year | Expeditors InternationalEXPD, 2025 | ZTO Express (cayman)ZTO, 2025 |
|---|---|---|
| Revenue | $11.07bn | $6.83bn |
| Revenue growth | 4.4% | 11.0% |
| Net income | $810m | $1.26bn |
| Operating margin | 9.5% | 21.3% |
| Net margin | 7.3% | 18.5% |
| Return on equity | 35.4% | 14.0% |
| Free cash flow | $953m | $940m |
| Cash | $1.31bn | $1.43bn |
| Total debt | $0 | $1.58bn |
| Debt to equity | 0.0% | 16.7% |
| Dividend per share | $1.54 | — |
| Dividend yield | — | 3.3% |
| Share buybacks | $667m | $174m |
| Employees | 20,000 | — |
| Market value | $26.61bn | $16.08bn |
| Price vs our value range | Above our value range | Below our value range |
| Moat score | 77 (Strong) | — |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 0 sales |