TFI INTERNATIONAL INC. vs ZTO Express (Cayman) Inc., two Trucking stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Almost five times TFI International's net margin sits at ZTO Express, 18.49% against 3.94%, its Chinese parcel network far less asset-heavy than TFI's trucking lines. The two run close on return on equity, 13.53% for ZTO against TFI's 11.6%. ZTO trades much cheaper, 13.71 times earnings against 38.64 and 1.87 times book against 4.48. Their free cash yields nearly match, 5.37% for ZTO and 5.87% for TFI. ZTO trades as an ADR, adding currency and governance risk that TFI, a North American operator, does not carry. At $18.0B, ZTO is larger than TFI's $12.0B.
Comparison updated 2026-07-11.
| Metric | TFII | ZTO |
|---|---|---|
| Price | $147.41 | $23.82 |
| Market cap | $12.2B | $19.6B |
| Sector | Trucking | Trucking |
| Stage | Mature | Growth |
| P/E | 39.4 | 14.9 |
| P/B | 4.57 | 2.04 |
| P/S | 1.55 | 2.78 |
| EV/EBITDA | 10.2 | 9.9 |
| Revenue growth | +3.2% | +200.0% |
| Gross margin | — | 25.0% |
| Operating margin | 7.2% | 21.3% |
| Net margin | 3.9% | 18.5% |
| Return on equity | 11.6% | 13.5% |
| Return on assets | 4.1% | 10.0% |
| Return on invested capital | 16.2% | 10.6% |
| FCF yield | 5.8% | 4.9% |
| Debt / equity | 0.00 | 0.16 |
| Current ratio | 1.03 | 1.49 |
| Altman Z (solvency) | 3.16 | 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.