Schneider National, Inc. vs ZTO Express (Cayman) Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
More than ten times the net margin separates ZTO Express from Schneider National, 18.49% against 1.73%, the difference between a scaled parcel sorter and a truckload carrier in a rate trough. ZTO's return on equity of 13.53% also runs well past Schneider's 3.24%. ZTO trades far cheaper on earnings, 13.71 times against 64.75, and near Schneider on book, 1.87 against 2.11. Their free cash yields sit close, 5.37% for ZTO and 5.65% for Schneider. ZTO trades as an ADR on a Chinese business, adding currency and governance risk. At $18.0B, ZTO is nearly triple Schneider's $6.4B.
Comparison updated 2026-07-11.
| Metric | SNDR | ZTO |
|---|---|---|
| Price | $36.37 | $23.82 |
| Market cap | $6.4B | $19.6B |
| Sector | Trucking | Trucking |
| Stage | Mature | Growth |
| Implied growth (priced in) | +11.2% | — |
| P/E | 65.0 | 14.9 |
| P/B | 2.12 | 2.04 |
| P/S | 1.13 | 2.78 |
| EV/EBITDA | 10.8 | 9.9 |
| Revenue growth | +5.6% | +200.0% |
| Gross margin | — | 25.0% |
| Operating margin | 2.4% | 21.3% |
| Net margin | 1.7% | 18.5% |
| Return on equity | 3.2% | 13.5% |
| Return on assets | 2.0% | 10.0% |
| Return on invested capital | 3.5% | 10.6% |
| FCF yield | 5.6% | 4.9% |
| Dividend yield | 1.0% | — |
| Debt / equity | 0.13 | 0.16 |
| Current ratio | 1.95 | 1.49 |
| Altman Z (solvency) | 3.78 | 5.16 |
| Piotroski F (quality) | 7 / 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.