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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 $11.0B against $5.3B — 2.1× the size. ZTO Express (Cayman) Inc. trades at the lower P/E: 10.6× against 41.0×. ZTO Express (Cayman) Inc. grew revenue faster over the last twelve months: 24.8% against 7.55%. ZTO Express (Cayman) Inc. has the higher net margin (19.0% vs 0.96%) and the higher return on invested capital (13.0% vs 3.76%). 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 41.03 10.59 22.48
P/S 0.40 1.94 0.73
P/B 1.80 1.64 1.91
Price to free cash flow 16.39 n/m 13.24
EV/EBITDA 9.85 8.40 9.43
EV/Sales 0.58 1.76 1.10
Earnings yield 2.44% 9.44% (1.27%)
Free cash flow yield 6.10% (1.94%) 0.00%

Profitability

Metric GXO ZTO Integrated Freight & Logistics median
Gross margin 15.26% 25.10% 27.04%
Operating margin 2.40% 20.98% 0.92%
Net margin 0.96% 19.02% (0.14%)
Free cash flow margin 2.43% (3.77%) 0.00%
Return on equity 4.37% 16.37% 0.00%
Return on assets 1.08% 10.88% 0.00%
Return on invested capital 3.76% 13.03% 0.00%

Growth

Metric GXO ZTO Integrated Freight & Logistics median
Revenue growth (TTM) 7.55% 24.75% 6.03%
EPS growth (last fiscal year) (75.00%) 8.84% 7.70%
Revenue growth, 5-year CAGR 16.30% 12.69% 2.88%
Net income growth, 5-year CAGR 0.00% 14.46% 0.00%

Health

Metric GXO ZTO Integrated Freight & Logistics median
Debt to equity 1.06 0.34 0.14
Current ratio 0.79 1.67 1.58
Net debt to EBITDA 3.15 (1.05) 0.41

Dividend

Metric GXO ZTO Integrated Freight & Logistics median
Dividend yield — 1.94% 1.89%
Payout ratio — 0.21 0.29

Size

Metric GXO ZTO Integrated Freight & Logistics median
Market cap 5.34b 10.97b 65.37m

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