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002468.SZ

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STO Express Co.,Ltd · Industrials · China · $3.0B · Avg Vol: $43M/d

68
StockRank
Q
50
V
57
M
50
P/E (TTM)
13.3x
ROE
15.0%
D/E
0.8x
Dividend %
0.7%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

STO Express operates in the highly commoditized and price-war-prone Chinese express delivery sector, resulting in structurally depressed margins and low return on capital.

COMPANY DESCRIPTION

STO Express is a pioneer in China's express delivery industry, offering comprehensive logistics, courier, and supply chain management services. The company is a key member of the "Tongda" alliance, leveraging a massive nationwide franchise network and deep integration with major e-commerce platforms like Alibaba. It operates as a high-volume, cost-efficient logistics giant, continuously investing in automated sorting and digital transit hubs to optimize delivery efficiency.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue5.0B6.0B7.0B8.2B18.2%
EPS0.030.030.100.1469.2%
Shares1.5B1.5B1.5B1.5B0.0%
Debt965.4M1.1B1.2B1.3B11.5%
Equity1.2B1.3B1.4B1.6B10.2%
Op CF384.3M496.3M582.8M561.4M13.5%
Inv CF-117.6M-434.4M-544.4M-496.2M—
Fin CF-264.2M38.8M-100.1M-54.9M—
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PRICE (1Y)-13.5%
1.932.042.142.252.35May 12Jun 2Jun 23
SMA 50SMA 200
Close
$2.03
RSI (14)
38.2
52W High
$2.94
From 52W High
0.7%

SCORE BREAKDOWN

Quality
50
ROIC
12.2%71.1
ROE
15.0%76.7
GP/Assets
13.7%42.0
Op. Margin
4.3%32.3
FCF/Assets
2.7%50.2
Piotroski
888.0
Int. Cover
7.2x41.8
D/E Ratio
0.84x26.2
Current Ratio
0.70x4.4
Value
57
P/E (TTM)
13.3x71.0
EV/EBITDA
7.1x75.5
P/FCF
175.0x40.1
P/B
1.8x54.0
P/S
0.4x88.3
Div Yield
0.7%19.3
Momentum
50
52W High %
69%28.3
RS 6M
-9%50.8
SMA 50/200
1.02x50.3
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
+48%51.0
Q Growth
94%85.9

FUNDAMENTALS

Market Cap
$3.0B
P/E (Forward)
9.0x
Gross Margin
6.8%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002468.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
002468.SZSTO Express Co.,Ltd(you)$3.0B68BUY
600179.SSAntong Holdings Co., Ltd.$3.0B74BUY
002120.SZYunda Holding Group Co., Ltd.$2.7B72BUY
603871.SSJiayou International Logistics Co.,Ltd$2.3B76BUY
600057.SSXiamen Xiangyu Co., Ltd.$2.5B55HOLD
0598.HKSinotrans Limited$3.7B81STRONG BUY
603565.SSShanghai Zhonggu Logistics Co., Ltd.$3.2B88STRONG BUY
600233.SSYTO Express Group Co.,Ltd.$8.1B71BUY
600575.SSHuaihe Energy (Group) Co.,Ltd$3.8B48HOLD
603713.SSMilkyway Intelligent Supply Chain Service GroupCo., Ltd.$1.4B57HOLD

Peer medians: ROE 6.0% · P/E 34.2x · Gross margin 22.9%

STO Express Co.,Ltd (002468.SZ) — Stock Score Summary

STO Express Co.,Ltd (002468.SZ) has a MoatMap StockRank of 68/100 based on Quality (50/100), Value (57/100), and Momentum (50/100) factor scores. The current signal is BUY. STO Express operates in the highly commoditized and price-war-prone Chinese express delivery sector, resulting in structurally depressed margins and low return on capital.

STO Express is a pioneer in China's express delivery industry, offering comprehensive logistics, courier, and supply chain management services. The company is a key member of the "Tongda" alliance, leveraging a massive nationwide franchise network and deep integration with major e-commerce platforms like Alibaba. It operates as a high-volume, cost-efficient logistics giant, continuously investing in automated sorting and digital transit hubs to optimize delivery efficiency.

Key Financial Metrics

Price$2.03
Market Cap$3.0B
P/E (TTM)13.26
P/E (Forward)8.97
Price/Book1.81
Return on Equity15.0%
Return on Invested Capital12.2%
Debt/Equity83.57
Gross Margin6.8%
Operating Margin4.3%
Revenue Growth30.7%
Dividend Yield0.7%
Free Cash Flow$17M

STO Express Co.,Ltd operates in the Integrated Freight & Logistics industry, part of the Industrials sector (China).

Frequently Asked Questions

What is STO Express Co.,Ltd’s (002468.SZ) StockRank?
MoatMap’s StockRank for STO Express Co.,Ltd (002468.SZ) is 68/100, with a Buy signal. It is a composite of Quality (50), Value (57), and Momentum (50) factor ranks across MoatMap’s 20,000+ stock universe.
Does STO Express Co.,Ltd have an economic moat?
STO Express Co.,Ltd (002468.SZ) has a Quality factor score of 50/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is STO Express Co.,Ltd a buy, hold, or sell?
MoatMap’s current signal for STO Express Co.,Ltd (002468.SZ) is Buy, based on a StockRank of 68/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is STO Express Co.,Ltd in?
STO Express Co.,Ltd (002468.SZ) operates in the Industrials sector, specifically the Integrated Freight & Logistics industry (China).
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