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AER vs. ZTO: A Head-to-Head Stock Comparison

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Here’s a clear look at AER and ZTO, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

AER is a standard domestic listing, while ZTO trades as an American Depositary Receipt (ADR), offering U.S. investors access to its foreign-listed shares.

SymbolAERZTO
Company NameAerCap Holdings N.V.ZTO Express (Cayman) Inc.
CountryIrelandChina
GICS SectorIndustrialsIndustrials
GICS IndustryTrading Companies & DistributorsAir Freight & Logistics
Market Capitalization20.64 billion USD15.86 billion USD
ExchangeNYSENYSE
Listing DateNovember 21, 2006October 27, 2016
Security TypeCommon StockADR

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.

AER vs. ZTO: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolAERZTO
5-Day Price Return2.65%-1.28%
13-Week Price Return1.69%13.58%
26-Week Price Return16.88%1.98%
52-Week Price Return21.89%2.50%
Month-to-Date Return7.91%1.84%
Year-to-Date Return20.93%2.25%
10-Day Avg. Volume1.40M3.39M
3-Month Avg. Volume1.40M2.52M
3-Month Volatility15.28%39.66%
Beta1.410.85

Profitability

Return on Equity (TTM)

AER

17.07%

Trading Companies & Distributors Industry

Max
32.33%
Q3
19.92%
Median
14.05%
Q1
11.46%
Min
0.91%

AER’s Return on Equity of 17.07% is on par with the norm for the Trading Companies & Distributors industry, indicating its profitability relative to shareholder equity is typical for the sector.

ZTO

15.30%

Air Freight & Logistics Industry

Max
35.27%
Q3
18.47%
Median
11.35%
Q1
7.21%
Min
2.53%

ZTO’s Return on Equity of 15.30% is on par with the norm for the Air Freight & Logistics industry, indicating its profitability relative to shareholder equity is typical for the sector.

AER vs. ZTO: A comparison of their Return on Equity (TTM) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Net Profit Margin (TTM)

AER

39.91%

Trading Companies & Distributors Industry

Max
17.73%
Q3
10.81%
Median
6.13%
Q1
4.33%
Min
2.09%

AER’s Net Profit Margin of 39.91% is exceptionally high, placing it well beyond the typical range for the Trading Companies & Distributors industry. This demonstrates outstanding operational efficiency and a strong competitive advantage in converting revenue into profit.

ZTO

20.76%

Air Freight & Logistics Industry

Max
10.27%
Q3
6.18%
Median
3.96%
Q1
2.32%
Min
0.61%

ZTO’s Net Profit Margin of 20.76% is exceptionally high, placing it well beyond the typical range for the Air Freight & Logistics industry. This demonstrates outstanding operational efficiency and a strong competitive advantage in converting revenue into profit.

AER vs. ZTO: A comparison of their Net Profit Margin (TTM) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Operating Profit Margin (TTM)

AER

63.19%

Trading Companies & Distributors Industry

Max
25.50%
Q3
15.13%
Median
7.46%
Q1
5.44%
Min
3.55%

AER’s Operating Profit Margin of 63.19% is exceptionally high, placing it well above the typical range for the Trading Companies & Distributors industry. This demonstrates outstanding efficiency in managing its core operations, which can be a result of strong pricing power or superior cost control.

ZTO

25.33%

Air Freight & Logistics Industry

Max
17.40%
Q3
8.87%
Median
5.89%
Q1
3.03%
Min
0.62%

ZTO’s Operating Profit Margin of 25.33% is exceptionally high, placing it well above the typical range for the Air 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.

AER vs. ZTO: A comparison of their Operating Profit Margin (TTM) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Profitability at a Glance

SymbolAERZTO
Return on Equity (TTM)17.07%15.30%
Return on Assets (TTM)4.05%10.15%
Net Profit Margin (TTM)39.91%20.76%
Operating Profit Margin (TTM)63.19%25.33%
Gross Profit Margin (TTM)91.01%29.65%

Financial Strength

Current Ratio (MRQ)

AER

1.50

Trading Companies & Distributors Industry

Max
2.82
Q3
2.13
Median
1.60
Q1
1.43
Min
0.46

AER’s Current Ratio of 1.50 aligns with the median group of the Trading Companies & Distributors industry, indicating that its short-term liquidity is in line with its sector peers.

ZTO

1.05

Air Freight & Logistics Industry

Max
1.83
Q3
1.47
Median
1.29
Q1
1.05
Min
0.62

ZTO’s Current Ratio of 1.05 falls into the lower quartile for the Air Freight & Logistics industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

AER vs. ZTO: A comparison of their Current Ratio (MRQ) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Debt-to-Equity Ratio (MRQ)

AER

2.57

Trading Companies & Distributors Industry

Max
1.88
Q3
1.18
Median
0.74
Q1
0.54
Min
0.00

With a Debt-to-Equity Ratio of 2.57, AER operates with exceptionally high leverage compared to the Trading Companies & Distributors industry norm. This suggests an aggressive reliance on debt financing, which can magnify returns but also significantly elevates financial risk.

ZTO

0.27

Air Freight & Logistics Industry

Max
1.57
Q3
1.06
Median
0.72
Q1
0.30
Min
0.00

Falling into the lower quartile for the Air Freight & Logistics industry, ZTO’s Debt-to-Equity Ratio of 0.27 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

AER vs. ZTO: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Interest Coverage Ratio (TTM)

AER

2.14

Trading Companies & Distributors Industry

Max
15.13
Q3
7.93
Median
5.75
Q1
2.70
Min
-1.67

In the lower quartile for the Trading Companies & Distributors industry, AER’s Interest Coverage Ratio of 2.14 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.

ZTO

--

Air Freight & Logistics Industry

Max
49.07
Q3
23.59
Median
8.56
Q1
5.97
Min
-0.60

Interest Coverage Ratio data for ZTO is currently unavailable.

AER vs. ZTO: A comparison of their Interest Coverage Ratio (TTM) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Financial Strength at a Glance

SymbolAERZTO
Current Ratio (MRQ)1.501.05
Quick Ratio (MRQ)0.620.87
Debt-to-Equity Ratio (MRQ)2.570.27
Interest Coverage Ratio (TTM)2.14--

Growth

Revenue Growth

AER vs. ZTO: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

AER vs. ZTO: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

AER

0.95%

Trading Companies & Distributors Industry

Max
4.99%
Q3
3.04%
Median
1.94%
Q1
1.22%
Min
0.00%

AER’s Dividend Yield of 0.95% is in the lower quartile for the Trading Companies & Distributors industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

ZTO

0.00%

Air Freight & Logistics Industry

Max
6.43%
Q3
3.10%
Median
2.40%
Q1
0.46%
Min
0.00%

ZTO currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

AER vs. ZTO: A comparison of their Dividend Yield (TTM) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Dividend Payout Ratio (TTM)

AER

6.56%

Trading Companies & Distributors Industry

Max
95.14%
Q3
62.08%
Median
51.17%
Q1
26.24%
Min
0.00%

AER’s Dividend Payout Ratio of 6.56% is in the lower quartile for the Trading Companies & Distributors industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

ZTO

0.00%

Air Freight & Logistics Industry

Max
160.95%
Q3
92.80%
Median
54.10%
Q1
0.19%
Min
0.00%

ZTO has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

AER vs. ZTO: A comparison of their Dividend Payout Ratio (TTM) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Dividend at a Glance

SymbolAERZTO
Dividend Yield (TTM)0.95%0.00%
Dividend Payout Ratio (TTM)6.56%0.00%

Valuation

Price-to-Earnings Ratio (TTM)

AER

6.89

Trading Companies & Distributors Industry

Max
48.55
Q3
26.73
Median
17.17
Q1
10.78
Min
1.62

In the lower quartile for the Trading Companies & Distributors industry, AER’s P/E Ratio of 6.89 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.

ZTO

12.01

Air Freight & Logistics Industry

Max
34.55
Q3
23.34
Median
16.33
Q1
13.38
Min
6.36

In the lower quartile for the Air Freight & Logistics industry, ZTO’s P/E Ratio of 12.01 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.

AER vs. ZTO: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Price-to-Sales Ratio (TTM)

AER

2.75

Trading Companies & Distributors Industry

Max
4.88
Q3
2.56
Median
1.02
Q1
0.60
Min
0.29

AER’s P/S Ratio of 2.75 is in the upper echelon for the Trading Companies & Distributors industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

ZTO

2.49

Air Freight & Logistics Industry

Max
2.13
Q3
1.16
Median
0.59
Q1
0.36
Min
0.18

With a P/S Ratio of 2.49, ZTO trades at a valuation that eclipses even the highest in the Air Freight & Logistics industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

AER vs. ZTO: A comparison of their Price-to-Sales Ratio (TTM) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Price-to-Book Ratio (MRQ)

AER

1.18

Trading Companies & Distributors Industry

Max
8.77
Q3
4.33
Median
2.00
Q1
1.11
Min
0.35

AER’s P/B Ratio of 1.18 is within the conventional range for the Trading Companies & Distributors 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.

ZTO

1.82

Air Freight & Logistics Industry

Max
3.13
Q3
2.81
Median
1.82
Q1
1.20
Min
0.74

ZTO’s P/B Ratio of 1.82 is within the conventional range for the Air 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.

AER vs. ZTO: A comparison of their Price-to-Book Ratio (MRQ) against their respective Trading Companies & Distributors and Air Freight & Logistics industry benchmarks.

Valuation at a Glance

SymbolAERZTO
Price-to-Earnings Ratio (TTM)6.8912.01
Price-to-Sales Ratio (TTM)2.752.49
Price-to-Book Ratio (MRQ)1.181.82
Price-to-Free Cash Flow Ratio (TTM)23.579.58