OLD DOMINION FREIGHT LINE, INC. vs ZTO Express (Cayman) Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Old Dominion and ZTO Express land at almost the same net margin from opposite sides of the world, 18.46% for the North American LTL carrier and 18.49% for the Chinese parcel network. Old Dominion earns the higher return on equity, 22.89% against 13.53%, while ZTO trades far cheaper, 13.71 times earnings against 45.7 and 1.87 times book against 10.41. ZTO also generates more free cash, a 5.37% yield against Old Dominion's 2.22%. As an ADR, ZTO carries currency and governance risk that a domestic operator like Old Dominion avoids. At $45.8B, Old Dominion is more than double ZTO's $18.0B.
Comparison updated 2026-07-11.
| Metric | ODFL | ZTO |
|---|---|---|
| Price | $227.57 | $23.82 |
| Market cap | $47.6B | $19.6B |
| Sector | Trucking | Trucking |
| Stage | Mature | Growth |
| P/E | 47.5 | 14.9 |
| P/B | 10.83 | 2.04 |
| P/S | 8.73 | 2.78 |
| EV/EBITDA | 27.7 | 9.9 |
| Revenue growth | -4.8% | +200.0% |
| Gross margin | — | 25.0% |
| Operating margin | 23.8% | 21.3% |
| Net margin | 18.5% | 18.5% |
| Return on equity | 22.9% | 13.5% |
| Return on assets | 17.8% | 10.0% |
| Return on invested capital | 22.6% | 10.6% |
| FCF yield | 2.1% | 4.9% |
| Dividend yield | 0.5% | — |
| Debt / equity | 0.01 | 0.16 |
| Current ratio | 1.57 | 1.49 |
| Altman Z (solvency) | 8.25 | 5.16 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.