Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

ZTO Express (Cayman) Inc.
Next earnings Aug 17, 2026 · consensus $3.60 EPS, $14.6B rev
China's leading express courier compounds 15.7% revenue growth at a 13.8x P/E with a fortress balance sheet and a growing dividend.
Sources: SEC EDGAR (CIK 0001677250, latest 6-K filed 2026-06-16) · EODHD · analysis by claude-code · as of 6/21/2026, 8:42:59 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~98% below fair value) — the rarer case where both the business and the entry look good.
ZTO Express is the scale leader in China's parcel-delivery market, and the FY2025 numbers show a business still growing strongly: revenue rose 15.7% to $7.02B and net income grew 7.5% to $1.30B, continuing a multi-year climb from $4.77B revenue/$746M net income in FY2021. Diluted EPS of $1.60 (up 8.8%) against a $22.00 share price puts the stock at just 13.8x earnings — a modest multiple for a business with an 18.5% net margin and 21.3% operating margin.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $4.77B | $5.13B | $5.41B | $6.07B | $7.02B |
| Gross profit | $1.03B | $1.31B | $1.64B | $1.88B | $1.75B |
| Operating income | $864M | $1.12B | $1.41B | $1.61B | $1.50B |
| Net income | $746M | $987M | $1.23B | $1.21B | $1.30B |
| Diluted EPS | $0.91 | $1.21 | $1.49 | $1.47 | $1.60 |
| Net margin | 15.6% | 19.2% | 22.8% | 19.9% | 18.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-03-23 | Yan Huiping Chief Financial Officer | Exercise | 15.2K | |
| 2026-03-23 | Wang Jilei VP of Infrastr. Mgmt. | Exercise | 13.1K | |
| 2026-03-23 | Lai Meisong Chief Executive Officer | Exercise | 154K | |
| 2026-03-23 | Lai Jianchang VP of Overseas Operations | Exercise | 9.62K | |
| 2026-03-23 | Hu Hongqun Chief Operating Officer | Exercise | 14.2K | |
| 2026-03-23 | Zhu Jingxi President | Exercise | 15.2K | |
| 2026-03-23 | Zhu Jingxi President | Exercise | 237.00 | |
| 2026-03-23 | Zhang Jianfeng VP of Public Relations | Exercise | 5.07K |