AER vs. ZTO: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AER and ZTO, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
AER’s market capitalization stands at 20.46 billion USD, while ZTO’s is 14.52 billion USD, indicating their market valuations are broadly comparable.
AER has a positive beta (1.40), indicating it generally moves with the broader market, whereas ZTO has a negative beta (-0.17), often moving inversely, which can offer diversification or hedging benefits.
ZTO is an American Depositary Receipt (ADR), allowing U.S. investors direct exposure to its non-U.S. operations. AER, on the other hand, is a domestic entity.
| Symbol | AER | ZTO |
|---|---|---|
| Company Name | AerCap Holdings N.V. | ZTO Express (Cayman) Inc. |
| Country | IE | CN |
| Sector | Industrials | Industrials |
| Industry | Rental & Leasing Services | Integrated Freight & Logistics |
| CEO | Aengus Kelly | Meisong Lai |
| Price | 115.89 USD | 18.05 USD |
| Market Cap | 20.46 billion USD | 14.52 billion USD |
| Beta | 1.40 | -0.17 |
| Exchange | NYSE | NYSE |
| IPO Date | November 21, 2006 | October 27, 2016 |
| ADR | No | Yes |
Historical Performance
This chart compares the performance of AER and ZTO by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.
Data is adjusted for dividends and splits.
Profitability
Return on Equity
AER
12.55%
Rental & Leasing Services Industry
- Max
- 33.37%
- Q3
- 21.32%
- Median
- 10.48%
- Q1
- 2.04%
- Min
- -2.71%
AER’s Return on Equity of 12.55% is on par with the norm for the Rental & Leasing Services industry, indicating its profitability relative to shareholder equity is typical for the sector.
ZTO
15.30%
Integrated Freight & Logistics Industry
- Max
- 37.37%
- Q3
- 30.76%
- Median
- 15.30%
- Q1
- 6.33%
- Min
- -26.64%
ZTO’s Return on Equity of 15.30% is on par with the norm for the Integrated Freight & Logistics industry, indicating its profitability relative to shareholder equity is typical for the sector.
Return on Invested Capital
AER
3.17%
Rental & Leasing Services Industry
- Max
- 19.57%
- Q3
- 13.92%
- Median
- 5.28%
- Q1
- 3.34%
- Min
- -10.86%
AER’s Return on Invested Capital of 3.17% is in the lower quartile for the Rental & Leasing Services industry. This indicates a less efficient conversion of invested capital into profit compared to most of its competitors.
ZTO
11.37%
Integrated Freight & Logistics Industry
- Max
- 17.03%
- Q3
- 12.11%
- Median
- 8.38%
- Q1
- 2.55%
- Min
- 0.79%
ZTO’s Return on Invested Capital of 11.37% is in line with the norm for the Integrated Freight & Logistics industry, reflecting a standard level of efficiency in generating profits from its capital base.
Net Profit Margin
AER
26.77%
Rental & Leasing Services Industry
- Max
- 26.77%
- Q3
- 17.31%
- Median
- 5.12%
- Q1
- -0.51%
- Min
- -19.03%
A Net Profit Margin of 26.77% places AER in the upper quartile for the Rental & Leasing Services industry, signifying strong profitability and more effective cost management than most of its peers.
ZTO
20.76%
Integrated Freight & Logistics Industry
- Max
- 7.64%
- Q3
- 4.86%
- Median
- 3.72%
- Q1
- 0.61%
- Min
- 0.61%
ZTO’s Net Profit Margin of 20.76% is exceptionally high, placing it well beyond the typical range for the Integrated Freight & Logistics industry. This demonstrates outstanding operational efficiency and a strong competitive advantage in converting revenue into profit.
Operating Profit Margin
AER
32.92%
Rental & Leasing Services Industry
- Max
- 53.21%
- Q3
- 29.93%
- Median
- 16.64%
- Q1
- 8.88%
- Min
- -12.57%
An Operating Profit Margin of 32.92% places AER in the upper quartile for the Rental & Leasing Services industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
ZTO
26.35%
Integrated Freight & Logistics Industry
- Max
- 11.80%
- Q3
- 9.36%
- Median
- 5.93%
- Q1
- 3.63%
- Min
- 0.83%
ZTO’s Operating Profit Margin of 26.35% is exceptionally high, placing it well above the typical range for the Integrated Freight & Logistics industry. This demonstrates outstanding efficiency in managing its core operations, which can be a result of strong pricing power or superior cost control.
Profitability at a Glance
| Symbol | AER | ZTO |
|---|---|---|
| Return on Equity (TTM) | 12.55% | 15.30% |
| Return on Assets (TTM) | 2.95% | 10.07% |
| Return on Invested Capital (TTM) | 3.17% | 11.37% |
| Net Profit Margin (TTM) | 26.77% | 20.76% |
| Operating Profit Margin (TTM) | 32.92% | 26.35% |
| Gross Profit Margin (TTM) | 38.97% | 29.65% |
Financial Strength
Current Ratio
AER
3.12
Rental & Leasing Services Industry
- Max
- 7.05
- Q3
- 3.95
- Median
- 1.87
- Q1
- 0.85
- Min
- 0.64
AER’s Current Ratio of 3.12 aligns with the median group of the Rental & Leasing Services industry, indicating that its short-term liquidity is in line with its sector peers.
ZTO
1.05
Integrated Freight & Logistics Industry
- Max
- 1.83
- Q3
- 1.36
- Median
- 1.13
- Q1
- 1.02
- Min
- 0.78
ZTO’s Current Ratio of 1.05 aligns with the median group of the Integrated Freight & Logistics industry, indicating that its short-term liquidity is in line with its sector peers.
Debt-to-Equity Ratio
AER
2.69
Rental & Leasing Services Industry
- Max
- 3.95
- Q3
- 3.50
- Median
- 2.49
- Q1
- 0.92
- Min
- 0.00
AER’s Debt-to-Equity Ratio of 2.69 is typical for the Rental & Leasing Services industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
ZTO
0.27
Integrated Freight & Logistics Industry
- Max
- 2.51
- Q3
- 1.69
- Median
- 0.45
- Q1
- 0.24
- Min
- 0.16
ZTO’s Debt-to-Equity Ratio of 0.27 is typical for the Integrated Freight & Logistics industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio
AER
5.50
Rental & Leasing Services Industry
- Max
- 6.53
- Q3
- 5.33
- Median
- 2.35
- Q1
- 1.41
- Min
- -1.09
AER’s Interest Coverage Ratio of 5.50 is in the upper quartile for the Rental & Leasing Services industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.
ZTO
36.90
Integrated Freight & Logistics Industry
- Max
- 19.14
- Q3
- 12.59
- Median
- 6.24
- Q1
- 1.76
- Min
- 0.11
With an Interest Coverage Ratio of 36.90, ZTO demonstrates a superior capacity to service its debt, placing it well above the typical range for the Integrated Freight & Logistics industry. This stems from either robust earnings or a conservative debt load.
Financial Strength at a Glance
| Symbol | AER | ZTO |
|---|---|---|
| Current Ratio (TTM) | 3.12 | 1.05 |
| Quick Ratio (TTM) | 3.06 | 1.05 |
| Debt-to-Equity Ratio (TTM) | 2.69 | 0.27 |
| Debt-to-Asset Ratio (TTM) | 0.64 | 0.18 |
| Net Debt-to-EBITDA Ratio (TTM) | 8.63 | 0.37 |
| Interest Coverage Ratio (TTM) | 5.50 | 36.90 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AER and ZTO. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
AER
0.66%
Rental & Leasing Services Industry
- Max
- 2.29%
- Q3
- 1.60%
- Median
- 0.72%
- Q1
- 0.00%
- Min
- 0.00%
AER’s Dividend Yield of 0.66% is consistent with its peers in the Rental & Leasing Services industry, providing a dividend return that is standard for its sector.
ZTO
3.87%
Integrated Freight & Logistics Industry
- Max
- 6.46%
- Q3
- 2.50%
- Median
- 1.47%
- Q1
- 0.00%
- Min
- 0.00%
With a Dividend Yield of 3.87%, ZTO offers a more attractive income stream than most of its peers in the Integrated Freight & Logistics industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio
AER
6.80%
Rental & Leasing Services Industry
- Max
- 260.58%
- Q3
- 29.91%
- Median
- 17.33%
- Q1
- 6.80%
- Min
- 0.00%
AER’s Dividend Payout Ratio of 6.80% is within the typical range for the Rental & Leasing Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
ZTO
38.37%
Integrated Freight & Logistics Industry
- Max
- 92.20%
- Q3
- 43.42%
- Median
- 30.12%
- Q1
- 0.00%
- Min
- 0.00%
ZTO’s Dividend Payout Ratio of 38.37% is within the typical range for the Integrated Freight & Logistics industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AER | ZTO |
|---|---|---|
| Dividend Yield (TTM) | 0.66% | 3.87% |
| Dividend Payout Ratio (TTM) | 6.80% | 38.37% |
Valuation
Price-to-Earnings Ratio
AER
9.85
Rental & Leasing Services Industry
- Max
- 32.56
- Q3
- 29.28
- Median
- 17.35
- Q1
- 9.97
- Min
- 5.76
In the lower quartile for the Rental & Leasing Services industry, AER’s P/E Ratio of 9.85 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
ZTO
10.91
Integrated Freight & Logistics Industry
- Max
- 38.34
- Q3
- 27.03
- Median
- 21.39
- Q1
- 15.71
- Min
- 10.86
In the lower quartile for the Integrated Freight & Logistics industry, ZTO’s P/E Ratio of 10.91 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
Forward P/E to Growth Ratio
AER
1.33
Rental & Leasing Services Industry
- Max
- 2.86
- Q3
- 2.33
- Median
- 1.39
- Q1
- 0.91
- Min
- 0.01
The Forward PEG Ratio is often not a primary valuation metric in the Rental & Leasing Services industry.
ZTO
0.89
Integrated Freight & Logistics Industry
- Max
- 2.14
- Q3
- 1.72
- Median
- 1.10
- Q1
- 0.87
- Min
- 0.01
The Forward PEG Ratio is often not a primary valuation metric in the Integrated Freight & Logistics industry.
Price-to-Sales Ratio
AER
2.56
Rental & Leasing Services Industry
- Max
- 6.35
- Q3
- 3.16
- Median
- 2.03
- Q1
- 0.60
- Min
- 0.25
AER’s P/S Ratio of 2.56 aligns with the market consensus for the Rental & Leasing Services industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
ZTO
2.23
Integrated Freight & Logistics Industry
- Max
- 2.22
- Q3
- 1.42
- Median
- 0.94
- Q1
- 0.62
- Min
- 0.30
With a P/S Ratio of 2.23, ZTO trades at a valuation that eclipses even the highest in the Integrated Freight & Logistics industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.
Price-to-Book Ratio
AER
1.22
Rental & Leasing Services Industry
- Max
- 2.76
- Q3
- 2.65
- Median
- 2.02
- Q1
- 1.37
- Min
- 0.69
AER’s P/B Ratio of 1.22 is in the lower quartile for the Rental & Leasing Services industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
ZTO
1.64
Integrated Freight & Logistics Industry
- Max
- 9.09
- Q3
- 5.80
- Median
- 3.47
- Q1
- 1.54
- Min
- 0.57
ZTO’s P/B Ratio of 1.64 is within the conventional range for the Integrated Freight & Logistics industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
| Symbol | AER | ZTO |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 9.85 | 10.91 |
| Forward PEG Ratio (TTM) | 1.33 | 0.89 |
| Price-to-Sales Ratio (P/S, TTM) | 2.56 | 2.23 |
| Price-to-Book Ratio (P/B, TTM) | 1.22 | 1.64 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | -9.80 | 11.05 |
| EV-to-EBITDA (TTM) | 12.54 | 8.39 |
| EV-to-Sales (TTM) | 8.22 | 2.33 |