Company Deep Dive
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601598.SS
HOLDREMOVESinotrans Limited · Industrials · China · $5.8B · Avg Vol: $14M/d
As a traditional global freight forwarder and logistics provider, Sinotrans is a structural casualty of nearshoring trends that reduce transcontinental shipping volumes.
COMPANY DESCRIPTION
Sinotrans Limited is China's largest freight forwarding company and a leading global integrated logistics provider, offering air, ocean, and road freight services. The company's competitive moat is sustained by its extensive international network, advanced digital logistics platform, and deep integration with global shipping alliances. It is a dominant, state-owned logistics giant capable of executing complex, end-to-end supply chain solutions worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 16.2B | 15.0B | 15.6B | 14.3B | -4.0% |
| EPS | 0.07 | 0.08 | 0.09 | 0.08 | — | 2.6% |
| Shares | — | 7.4B | 7.3B | 7.3B | 7.2B | -2.5% |
| Debt | — | 2.3B | 1.9B | 1.7B | 1.7B | -9.3% |
| Equity | — | 5.1B | 5.6B | 5.8B | 6.1B | 5.9% |
| Op CF | 615.5M | 756.3M | 567.0M | 607.5M | — | -0.4% |
| Inv CF | — | 150.0M | 32.3M | 30.6M | 713.2M | — |
| Fin CF | — | -679.6M | -990.8M | -700.3M | -650.2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 601598.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601598.SS | Sinotrans Limited(you) | $5.8B | 60 | HOLD |
| 1519.HK | J&T Global Express Limited | $10.4B | 62 | HOLD |
| 600233.SS | YTO Express Group Co.,Ltd. | $8.1B | 71 | BUY |
| 600575.SS | Huaihe Energy (Group) Co.,Ltd | $3.8B | 48 | HOLD |
| 002468.SZ | STO Express Co.,Ltd | $3.0B | 68 | BUY |
| 600057.SS | Xiamen Xiangyu Co., Ltd. | $2.5B | 55 | HOLD |
| 600179.SS | Antong Holdings Co., Ltd. | $3.0B | 74 | BUY |
| 002120.SZ | Yunda Holding Group Co., Ltd. | $2.7B | 72 | BUY |
| 2618.HK | JD Logistics, Inc. | $9.5B | 80 | STRONG BUY |
| 603713.SS | Milkyway Intelligent Supply Chain Service GroupCo., Ltd. | $1.4B | 57 | HOLD |
Peer medians: ROE 6.0% · P/E 34.2x · Gross margin 22.9%