ArcBest (ARCB) vs ZTO Express (Cayman) (ZTO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
ArcBest (ARCB) has outperformed ZTO Express (Cayman) (ZTO) over the past year, gaining 70.9% versus a gain of 4.2%. Over five years, ARCB leads with a +52.1% price change compared with -36.3% for ZTO. ZTO Express (Cayman) is the larger company by market cap ($15.06 billion vs $2.88 billion), about 5.2 times the size.
On valuation, ZTO Express (Cayman) trades at a lower forward P/E (9.0x vs 13.5x for ArcBest). ZTO Express (Cayman) offers the higher dividend yield (13.30% vs 0.37%). ZTO Express (Cayman) converts more of its revenue into profit, with a net margin of 18.5% versus 1.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ARCB | ZTO |
|---|---|---|
| Share price | $129.02 | $20.13 |
| Market cap | $2.88B | $15.06B |
| 1-day change | -0.72% | +1.16% |
| YTD return | +75.17% | -4.74% |
| 1-year return | +70.87% | +4.19% |
| 5-year return | +52.07% | -36.32% |
| P/E ratio (TTM) | 186.99 | 11.00 |
| Forward P/E | 13.48 | 8.99 |
| EPS (TTM) | $0.69 | $1.83 |
| Dividend yield | 0.37% | 13.30% |
| Annual dividend | $0.48 | $2.68 |
| Revenue (latest FY) | $4.01B | $7.02B |
| Revenue growth (YoY) | -4.04% | +15.74% |
| Net income (latest FY) | $60.10M | $1.30B |
| Gross margin | — | 24.99% |
| Operating margin | 2.25% | 21.33% |
| Net margin | 1.50% | 18.49% |
| 52-week high | $176.69 | $26.20 |
| 52-week low | $59.43 | $18.11 |
| Distance from 52-week high | -26.98% | -23.17% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +30.81% | +38.10% |
| Average volume | 294.35K | 2.26M |
| Shares outstanding | 22.35M | 541.93M |
| Employees | 14,000 | 23,888 |
| Sector | Industrials | Industrials |
| Industry | Trucking Freight/Courier Services | Trucking Freight/Courier Services |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ZTO Express (Cayman) is about 5.2 times larger than ArcBest by market value ($15.06B vs $2.88B).
- ARCB has outperformed ZTO by 66.7 percentage points over the past year.
- ArcBest trades at a higher earnings multiple (187.0x vs 11.0x trailing P/E).
- ZTO Express (Cayman) offers a meaningfully higher dividend yield (13.30% vs 0.37%).
- ZTO Express (Cayman) is more profitable, keeping 18.5 cents of every revenue dollar as net income versus 1.5 cents for ArcBest.
- ZTO Express (Cayman) grew revenue faster in its latest fiscal year (+15.74% vs -4.04%).
About ArcBest
ARCB stock →ArcBest Corporation, an integrated logistics company, provides ground, air, and ocean transportation solutions worldwide. It operates in two segments, Asset-Based and Asset-Light.
Industrials · Trucking Freight/Courier Services · 14,000 employees
About ZTO Express (Cayman)
ZTO stock →ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China.
Industrials · Trucking Freight/Courier Services · 23,888 employees
ARCB vs ZTO FAQ
Which is bigger, ArcBest or ZTO Express (Cayman)?
ZTO Express (Cayman) (ZTO) is larger, with a market capitalization of $15.06B compared with $2.88B for ArcBest (ARCB).
Which stock has performed better over the past year, ARCB or ZTO?
ARCB returned +70.87% over the past 12 months, compared with +4.19% for ZTO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, ARCB or ZTO?
ZTO has the lower trailing P/E at 11.0, versus 187.0 for ARCB. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, ArcBest or ZTO Express (Cayman)?
ZTO Express (Cayman) has the higher yield at 13.30%, compared with 0.37% for ArcBest.
Are ArcBest and ZTO Express (Cayman) in the same industry?
Yes. Both are classified in the Trucking Freight/Courier Services industry within the Industrials sector.