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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 yearExpeditors InternationalEXPD, 2025ZTO 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

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.