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600233.SS

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YTO Express Group Co.,Ltd. · Industrials · China · $8.1B · Avg Vol: $53M/d

71
StockRank
Q
52
V
57
M
51
P/E (TTM)
12.1x
ROE
13.7%
D/E
0.2x
Dividend %
1.5%
AI CONVICTION THESIS

YTO Express is a major Chinese logistics and express delivery player. While it has scale, it operates in a highly competitive domestic market with low pricing power, and does not benefit from regionalized, high-margin supply chain localization.

COMPANY DESCRIPTION

YTO Express Group Co., Ltd. provides comprehensive express delivery, logistics, and air freight services across China and internationally. As one of the country's leading express delivery networks, the company possesses a strong competitive moat built on its proprietary cargo airline and highly automated sorting hubs. It is a dominant player in the e-commerce logistics sector, focusing on digital transformation and global network expansion.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue7.9B8.5B10.2B11.1B12.0%
EPS0.170.160.170.193.3%
Shares3.4B3.4B3.4B3.4B-0.5%
Debt583.9M631.5M900.9M1.1B25.2%
Equity3.9B4.3B4.7B5.1B9.3%
Op CF1.1B892.2M865.5M1.2B2.0%
Inv CF-849.3M-500.4M-955.9M-1.3B
Fin CF-65.4M-136.7M1.5M-25.3M
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PRICE (1Y)-24.0%
2.362.552.742.923.11May 12Jun 2Jun 23
SMA 50SMA 200
Close
$2.37
RSI (14)
24.9
52W High
$3.33
From 52W High
0.7%

SCORE BREAKDOWN

Quality
52
ROIC
14.0%77.5
ROE
13.7%73.0
GP/Assets
14.5%44.3
Op. Margin
9.1%57.1
FCF/Assets
-2.5%23.1
Piotroski
531.7
Int. Cover
37.1x69.5
D/E Ratio
0.22x65.5
Current Ratio
1.10x18.8
Value
57
P/E (TTM)
12.1x75.3
EV/EBITDA
6.8x77.8
P/FCF
N/A
P/B
1.6x58.5
P/S
0.8x71.1
Div Yield
1.5%37.9
Momentum
51
52W High %
71%34.1
RS 6M
-14%49.3
SMA 50/200
1.06x62.2
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+35%43.1
Q Growth
61%80.1

FUNDAMENTALS

Market Cap
$8.1B
P/E (Forward)
8.9x
Gross Margin
10.1%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600233.SS are excluded.

TickerCompanyMkt CapStockRankSignal
600233.SSYTO Express Group Co.,Ltd.(you)$8.1B71BUY
2618.HKJD Logistics, Inc.$9.5B80STRONG BUY
1519.HKJ&T Global Express Limited$10.4B62HOLD
601598.SSSinotrans Limited$5.8B60HOLD
600179.SSAntong Holdings Co., Ltd.$3.0B74BUY
002120.SZYunda Holding Group Co., Ltd.$2.7B72BUY
002468.SZSTO Express Co.,Ltd$3.0B68BUY
6936.HKS.F. Holding Co., Ltd.$19.9B82STRONG BUY
603871.SSJiayou International Logistics Co.,Ltd$2.3B76BUY
601156.SSEastern Air Logistics Co., Ltd.$3.9B91STRONG BUY

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

YTO Express Group Co.,Ltd. (600233.SS) — Stock Score Summary

YTO Express Group Co.,Ltd. (600233.SS) has a MoatMap StockRank of 71/100 based on Quality (52/100), Value (57/100), and Momentum (51/100) factor scores. The current signal is BUY. YTO Express is a major Chinese logistics and express delivery player. While it has scale, it operates in a highly competitive domestic market with low pricing power, and does not benefit from regionalized, high-margin supply chain localization.

YTO Express Group Co., Ltd. provides comprehensive express delivery, logistics, and air freight services across China and internationally. As one of the country's leading express delivery networks, the company possesses a strong competitive moat built on its proprietary cargo airline and highly automated sorting hubs. It is a dominant player in the e-commerce logistics sector, focusing on digital transformation and global network expansion.

Key Financial Metrics

Price$2.37
Market Cap$8.1B
P/E (TTM)12.09
P/E (Forward)8.93
Price/Book1.61
Return on Equity13.7%
Return on Invested Capital14.0%
Debt/Equity21.51
Gross Margin10.1%
Operating Margin9.1%
Revenue Growth10.0%
Dividend Yield1.5%
Free Cash Flow$-29M

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

Frequently Asked Questions

What is YTO Express Group Co.,Ltd.’s (600233.SS) StockRank?
MoatMap’s StockRank for YTO Express Group Co.,Ltd. (600233.SS) is 71/100, with a Buy signal. It is a composite of Quality (52), Value (57), and Momentum (51) factor ranks across MoatMap’s 20,000+ stock universe.
Does YTO Express Group Co.,Ltd. have an economic moat?
YTO Express Group Co.,Ltd. (600233.SS) has a Quality factor score of 52/100. 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 YTO Express Group Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for YTO Express Group Co.,Ltd. (600233.SS) is Buy, based on a StockRank of 71/100. 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 YTO Express Group Co.,Ltd. in?
YTO Express Group Co.,Ltd. (600233.SS) operates in the Industrials sector, specifically the Integrated Freight & Logistics industry (China).