EXPD vs. ZTO: Expeditors Intl of Washington vs. ZTO Express (Cayman) Stock Comparison
How do Expeditors Intl of Washington (EXPD) and ZTO Express (Cayman) (ZTO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Expeditors Intl of Washington (EXPD) and ZTO Express (Cayman) (ZTO) are both classified in the Air Freight & Logistics sub-industry within the broader Air Freight & Logistics industry, placing them in the closest GICS peer bucket.
Expeditors Intl of Washington (EXPD) trades as ordinary local shares, while ZTO Express (Cayman) (ZTO) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | EXPD | ZTO |
|---|---|---|
| Name | Expeditors International of Washington Inc. | ZTO Express (Cayman) Inc. ADR |
| Country/Region | United States | China |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Transportation | Transportation |
| GICS Industry | Air Freight & Logistics | Air Freight & Logistics |
| GICS Sub-Industry | Air Freight & Logistics | Air Freight & Logistics |
| Market Capitalization | 23.84 billion USD | 15.53 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 26, 1984 | October 27, 2016 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EXPD | ZTO |
|---|---|---|
| Total Return (1Y) | 38.17% | 11.22% |
| Total Return (3Y, Annualized) | 19.62% | -1.86% |
| Total Return (5Y, Annualized) | 9.71% | -3.82% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
ZTO Express (Cayman) (ZTO) reports a negative beta of -0.18, suggesting inverse market sensitivity over the measurement window. That is uncommon for ordinary equities and can reflect commodity-linked or hedge-like exposure, but it can also come from statistical noise. Expeditors Intl of Washington (EXPD) has a non-negative beta of 1.08.
| Metric | EXPD | ZTO |
|---|---|---|
| Volatility (1Y, Annualized) | 29.21% | 24.57% |
| Beta (5Y) | 1.08 | -0.18 |
| Max Drawdown (5Y) | -35.62% | -49.55% |
| Avg. Volume (3M) | 1.06M | 2.26M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EXPD | ZTO |
|---|---|---|
| Sharpe Ratio (1Y) | 1.16 | 0.28 |
| Sortino Ratio (1Y) | 1.60 | 0.40 |
Profitability
ROE (TTM)
Expeditors Intl of Washington (EXPD) at 45.08% sits in the top ROE quartile, while ZTO Express (Cayman) (ZTO) at 16.28% is closer to the peer norm — stronger capital efficiency for EXPD.
EXPD
Transportation industry group
45.08%
- EXPD
- 45.08%
- Max
- 45.08%
- Q3
- 22.02%
- Median
- 13.94%
- Q1
- 2.89%
- Min
- -10.45%
ZTO
Transportation industry group
16.28%
- Max
- 45.08%
- Q3
- 22.02%
- ZTO
- 16.28%
- Median
- 13.94%
- Q1
- 2.89%
- Min
- -10.45%
Net Margin (TTM)
Both Expeditors Intl of Washington (EXPD) at 7.86% and ZTO Express (Cayman) (ZTO) at 19.04% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
EXPD
Transportation industry group
7.86%
- Max
- 50.36%
- Q3
- 21.18%
- EXPD
- 7.86%
- Median
- 5.58%
- Q1
- 1.55%
- Min
- -11.37%
ZTO
Transportation industry group
19.04%
- Max
- 50.36%
- Q3
- 21.18%
- ZTO
- 19.04%
- Median
- 5.58%
- Q1
- 1.55%
- Min
- -11.37%
Operating Margin (TTM)
Both Expeditors Intl of Washington (EXPD) at 10.84% and ZTO Express (Cayman) (ZTO) at 22.19% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
EXPD
Transportation industry group
10.84%
- Max
- 59.18%
- Q3
- 29.30%
- Median
- 11.50%
- EXPD
- 10.84%
- Q1
- 4.62%
- Min
- -8.91%
ZTO
Transportation industry group
22.19%
- Max
- 59.18%
- Q3
- 29.30%
- ZTO
- 22.19%
- Median
- 11.50%
- Q1
- 4.62%
- Min
- -8.91%
Profitability Metrics
| Metric | EXPD | ZTO |
|---|---|---|
| ROE (TTM) | 45.08% | 16.28% |
| ROA (TTM) | 16.16% | 7.38% |
| Net Margin (TTM) | 7.86% | 19.04% |
| Operating Margin (TTM) | 10.84% | 22.19% |
| Gross Margin (TTM) | 13.51% | 25.10% |
Growth
Revenue Growth
ZTO Express (Cayman) (ZTO) at 10.88% sits in the top revenue growth quartile, while Expeditors Intl of Washington (EXPD) at 4.42% is closer to the peer norm — faster top-line expansion for ZTO.
EPS Growth
Both Expeditors Intl of Washington (EXPD) at 4.02% and ZTO Express (Cayman) (ZTO) at 4.58% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | EXPD | ZTO |
|---|---|---|
| Revenue Growth (YoY) | 4.42% | 10.88% |
| Revenue Growth (3Y CAGR) | -13.45% | 11.54% |
| EPS Growth (YoY) | 4.02% | 4.58% |
| EPS Growth (3Y CAGR) | -10.36% | 10.21% |
Financial Strength
Current Ratio (MRQ)
Expeditors Intl of Washington (EXPD) at 1.56 keeps current ratio within its industry’s typical mid-range, while ZTO Express (Cayman) (ZTO) at 1.67 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
EXPD
Transportation industry group
1.56
- Max
- 2.58
- Q3
- 1.62
- EXPD
- 1.56
- Median
- 1.16
- Q1
- 0.78
- Min
- 0.22
ZTO
Transportation industry group
1.67
- Max
- 2.58
- ZTO
- 1.67
- Q3
- 1.62
- Median
- 1.16
- Q1
- 0.78
- Min
- 0.22
Debt / Equity (MRQ)
Expeditors Intl of Washington (EXPD) at 0.25 keeps leverage in the lower industry quartile, while ZTO Express (Cayman) (ZTO) at 0.35 runs a more typical debt-to-equity mix.
EXPD
Transportation industry group
0.25
- Max
- 2.75
- Q3
- 1.37
- Median
- 0.78
- Q1
- 0.35
- EXPD
- 0.25
- Min
- 0.00
ZTO
Transportation industry group
0.35
- Max
- 2.75
- Q3
- 1.37
- Median
- 0.78
- ZTO
- 0.35
- Q1
- 0.35
- Min
- 0.00
Financial Strength Metrics
| Metric | EXPD | ZTO |
|---|---|---|
| Current Ratio (MRQ) | 1.56 | 1.67 |
| Debt / Equity (MRQ) | 0.25 | 0.35 |
| Net Debt / EBITDA | -0.36 | -0.62 |
Dividends
Dividend Yield (TTM)
Expeditors Intl of Washington (EXPD) at 0.84% pays an industry-typical yield; ZTO Express (Cayman) (ZTO) at 12.89% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.
EXPD
Transportation industry group
0.84%
- Max
- 4.68%
- Q3
- 1.99%
- EXPD
- 0.84%
- Median
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
ZTO
Transportation industry group
12.89%
- ZTO
- 12.89%
- Max
- 4.68%
- Q3
- 1.99%
- Median
- 0.74%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Expeditors Intl of Washington (EXPD) at 20.08% and ZTO Express (Cayman) (ZTO) at 38.36% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
EXPD
Transportation industry group
20.08%
- Max
- 100.89%
- Q3
- 41.68%
- Median
- 20.43%
- EXPD
- 20.08%
- Q1
- 0.00%
- Min
- 0.00%
ZTO
Transportation industry group
38.36%
- Max
- 100.89%
- Q3
- 41.68%
- ZTO
- 38.36%
- Median
- 20.43%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EXPD | ZTO |
|---|---|---|
| Dividend Yield (TTM) | 0.84% | 12.89% |
| Dividend Payout Ratio (TTM) | 20.08% | 38.36% |
Valuation
P/E Ratio (TTM)
Both Expeditors Intl of Washington (EXPD) at 23.46 and ZTO Express (Cayman) (ZTO) at 11.37 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
EXPD
Transportation industry group
23.46
- Max
- 46.76
- Q3
- 30.87
- EXPD
- 23.46
- Median
- 20.58
- Q1
- 10.44
- Min
- 0.00
ZTO
Transportation industry group
11.37
- Max
- 46.76
- Q3
- 30.87
- Median
- 20.58
- ZTO
- 11.37
- Q1
- 10.44
- Min
- 0.00
P/S Ratio (TTM)
ZTO Express (Cayman) (ZTO) at 0.29 sits in the cheaper P/S ratio quartile while Expeditors Intl of Washington (EXPD) at 1.80 prices around its industry’s middle — ZTO costs less per dollar of sales, though read it alongside growth and margins.
EXPD
Transportation industry group
1.80
- Max
- 4.35
- Q3
- 2.07
- EXPD
- 1.80
- Median
- 0.93
- Q1
- 0.53
- Min
- 0.04
ZTO
Transportation industry group
0.29
- Max
- 4.35
- Q3
- 2.07
- Median
- 0.93
- Q1
- 0.53
- ZTO
- 0.29
- Min
- 0.04
P/B Ratio (MRQ)
ZTO Express (Cayman) (ZTO) at 1.66 sits near its industry’s typical P/B ratio, while Expeditors Intl of Washington (EXPD) at 10.21 prices above its benchmark range — EXPD looks rich relative to book.
EXPD
Transportation industry group
10.21
- EXPD
- 10.21
- Max
- 6.29
- Q3
- 3.39
- Median
- 1.90
- Q1
- 1.03
- Min
- -2.07
ZTO
Transportation industry group
1.66
- Max
- 6.29
- Q3
- 3.39
- Median
- 1.90
- ZTO
- 1.66
- Q1
- 1.03
- Min
- -2.07
Valuation Metrics
| Metric | EXPD | ZTO |
|---|---|---|
| P/E Ratio (TTM) | 23.46 | 11.37 |
| P/S Ratio (TTM) | 1.80 | 0.29 |
| P/B Ratio (MRQ) | 10.21 | 1.66 |
| Free Cash Flow Yield (TTM) | 3.31% | 41.42% |