Hub Group, Inc. (HUBG) vs ZTO Express (Cayman) Inc. (ZTO)

Hub Group, Inc. and ZTO Express (Cayman) Inc. are both Integrated Freight & Logistics companies. ZTO Express (Cayman) Inc. is the larger, with a market value of $10.9B against $1.6B — 6.7× the size. ZTO Express (Cayman) Inc. trades at the lower P/E: 10.6× against 14.7×. ZTO Express (Cayman) Inc. grew revenue faster over the last twelve months: 24.8% against −5.79%. ZTO Express (Cayman) Inc. has the higher net margin (19.0% vs 2.82%) and the higher return on invested capital (13.0% vs 4.78%). Both pay a dividend; Hub Group, Inc. yields more (1.94% vs 1.94%). Across the 21 metrics below, ZTO Express (Cayman) Inc. leads on 13 and Hub Group, Inc. on 8.

Valuation

Metric HUBG ZTO Integrated Freight & Logistics median
P/E 14.72 10.59 23.03
P/S 0.41 1.94 0.73
P/B 0.88 1.64 1.77
Price to free cash flow 12.61 n/m 12.85
EV/EBITDA 5.00 8.40 9.35
EV/Sales 0.44 1.76 1.10
Earnings yield 6.79% 9.44% (1.15%)
Free cash flow yield 7.93% (1.95%) 0.00%

Profitability

Metric HUBG ZTO Integrated Freight & Logistics median
Gross margin 27.04% 25.10% 27.04%
Operating margin 3.83% 20.98% 0.92%
Net margin 2.82% 19.02% (0.14%)
Free cash flow margin 3.29% (3.77%) 0.00%
Return on equity 6.21% 16.37% 0.00%
Return on assets 3.66% 10.88% 0.00%
Return on invested capital 4.78% 13.03% 0.00%

Growth

Metric HUBG ZTO Integrated Freight & Logistics median
Revenue growth (TTM) (5.79%) 24.75% 6.03%
EPS growth (last fiscal year) (35.11%) 8.84% 7.70%
Revenue growth, 5-year CAGR 1.47% 12.69% 2.88%
Net income growth, 5-year CAGR (0.60%) 14.46% 0.00%

Health

Metric HUBG ZTO Integrated Freight & Logistics median
Debt to equity 0.15 0.34 0.14
Current ratio 1.47 1.67 1.58
Net debt to EBITDA 0.41 (1.05) 0.41

Dividend

Metric HUBG ZTO Integrated Freight & Logistics median
Dividend yield 1.94% 1.94% 1.94%
Payout ratio 0.29 0.21 0.29

Size

Metric HUBG ZTO Integrated Freight & Logistics median
Market cap 1.62b 10.90b 74.45m

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