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GXO Logistics, Inc. (GXO) vs ZTO Express (Cayman) Inc. (ZTO)

GXO Logistics, Inc. and ZTO Express (Cayman) Inc. are both Integrated Freight & Logistics companies. ZTO Express (Cayman) Inc. is the larger, with a market value of $11.4B against $6.3B — 1.8× the size. ZTO Express (Cayman) Inc. trades at the lower P/E: 10.9× against 46.0×. ZTO Express (Cayman) Inc. grew revenue faster over the last twelve months: 24.8% against 7.08%. ZTO Express (Cayman) Inc. has the higher net margin (19.0% vs 0.98%) and the higher return on invested capital (13.0% vs 3.48%). Across the 21 metrics below, ZTO Express (Cayman) Inc. leads on 16 and GXO Logistics, Inc. on 5.

Valuation

Metric GXO ZTO Integrated Freight & Logistics median
P/E 46.05 10.93 22.15
P/S 0.46 2.00 0.46
P/B 2.08 1.69 1.72
Price to free cash flow 27.50 n/m 18.24
EV/EBITDA 11.35 8.69 9.24
EV/Sales 0.63 1.82 0.87
Earnings yield 2.17% 9.15% (1.14%)
Free cash flow yield 3.64% (1.89%) 0.00%

Profitability

Metric GXO ZTO Integrated Freight & Logistics median
Gross margin 14.95% 25.10% 25.10%
Operating margin 2.21% 20.98% 0.92%
Net margin 0.98% 19.02% (0.14%)
Free cash flow margin 1.66% (3.77%) 0.00%
Return on equity 4.52% 16.37% 0.00%
Return on assets 1.13% 10.88% 0.00%
Return on invested capital 3.48% 13.03% 0.00%

Growth

Metric GXO ZTO Integrated Freight & Logistics median
Revenue growth (TTM) 7.08% 24.75% 9.95%
EPS growth (last fiscal year) (75.00%) 8.84% 5.86%
Revenue growth, 5-year CAGR 16.30% 12.69% 2.84%
Net income growth, 5-year CAGR 0.00% 14.46% 0.00%

Health

Metric GXO ZTO Integrated Freight & Logistics median
Debt to equity 0.93 0.34 0.12
Current ratio 0.76 1.67 1.58
Net debt to EBITDA 3.15 (1.05) 0.67

Dividend

Metric GXO ZTO Integrated Freight & Logistics median
Dividend yield — 1.88% 2.01%
Payout ratio — 0.21 0.31

Size

Metric GXO ZTO Integrated Freight & Logistics median
Market cap 6.33b 11.38b 78.89m

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