Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600233.SS
BUYREMOVEYTO Express Group Co.,Ltd. · Industrials · China · $8.1B · Avg Vol: $53M/d
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)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 7.9B | 8.5B | 10.2B | 11.1B | 12.0% |
| EPS | 0.17 | 0.16 | 0.17 | 0.19 | 3.3% |
| Shares | 3.4B | 3.4B | 3.4B | 3.4B | -0.5% |
| Debt | 583.9M | 631.5M | 900.9M | 1.1B | 25.2% |
| Equity | 3.9B | 4.3B | 4.7B | 5.1B | 9.3% |
| Op CF | 1.1B | 892.2M | 865.5M | 1.2B | 2.0% |
| Inv CF | -849.3M | -500.4M | -955.9M | -1.3B | — |
| Fin CF | -65.4M | -136.7M | 1.5M | -25.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600233.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600233.SS | YTO Express Group Co.,Ltd.(you) | $8.1B | 71 | BUY |
| 2618.HK | JD Logistics, Inc. | $9.5B | 80 | STRONG BUY |
| 1519.HK | J&T Global Express Limited | $10.4B | 62 | HOLD |
| 601598.SS | Sinotrans Limited | $5.8B | 60 | HOLD |
| 600179.SS | Antong Holdings Co., Ltd. | $3.0B | 74 | BUY |
| 002120.SZ | Yunda Holding Group Co., Ltd. | $2.7B | 72 | BUY |
| 002468.SZ | STO Express Co.,Ltd | $3.0B | 68 | BUY |
| 6936.HK | S.F. Holding Co., Ltd. | $19.9B | 82 | STRONG BUY |
| 603871.SS | Jiayou International Logistics Co.,Ltd | $2.3B | 76 | BUY |
| 601156.SS | Eastern Air Logistics Co., Ltd. | $3.9B | 91 | STRONG BUY |
Peer medians: ROE 6.0% · P/E 34.2x · Gross margin 22.9%