TFI International (TFII) vs ZTO Express (Cayman) (ZTO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
TFI International (TFII) has outperformed ZTO Express (Cayman) (ZTO) over the past year, gaining 25.7% versus a gain of 5.6%. Over five years, TFII leads with a +4.5% price change compared with -35.5% for ZTO. ZTO Express (Cayman) is the larger company by market cap ($15.07 billion vs $9.38 billion), about 1.6 times the size.
On valuation, ZTO Express (Cayman) trades at a lower forward P/E (9.0x vs 14.6x for TFI International). ZTO Express (Cayman) offers the higher dividend yield (13.29% vs 1.63%). ZTO Express (Cayman) converts more of its revenue into profit, with a net margin of 18.5% versus 3.9%.
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 | TFII | ZTO |
|---|---|---|
| Share price | $114.13 | $20.15 |
| Market cap | $9.38B | $15.07B |
| 1-day change | -0.88% | +1.26% |
| YTD return | +10.43% | -3.54% |
| 1-year return | +25.75% | +5.61% |
| 5-year return | +4.49% | -35.52% |
| P/E ratio (TTM) | 28.11 | 11.01 |
| Forward P/E | 14.61 | 9.00 |
| EPS (TTM) | $4.06 | $1.83 |
| Dividend yield | 1.63% | 13.29% |
| Annual dividend | $1.86 | $2.68 |
| Revenue (latest FY) | $7.88B | $7.02B |
| Revenue growth (YoY) | -6.10% | +15.74% |
| Net income (latest FY) | $310.55M | $1.30B |
| Gross margin | — | 24.99% |
| Operating margin | 7.17% | 21.33% |
| Net margin | 3.94% | 18.49% |
| 52-week high | $167.69 | $26.20 |
| 52-week low | $80.63 | $18.11 |
| Distance from 52-week high | -31.94% | -23.09% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +45.07% | +37.97% |
| Average volume | 296.99K | 2.26M |
| Shares outstanding | 82.19M | 541.93M |
| Employees | 26,427 | 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
- TFII has outperformed ZTO by 20.1 percentage points over the past year.
- TFI International trades at a higher earnings multiple (28.1x vs 11.0x trailing P/E).
- ZTO Express (Cayman) offers a meaningfully higher dividend yield (13.29% vs 1.63%).
- ZTO Express (Cayman) is more profitable, keeping 18.5 cents of every revenue dollar as net income versus 3.9 cents for TFI International.
- ZTO Express (Cayman) grew revenue faster in its latest fiscal year (+15.74% vs -6.10%).
About TFI International
TFII stock →TFI International Inc., together with its subsidiaries, provides transportation and logistics services in the United States, Canada, and Mexico. It operates through Less-Than-Truckload (LTL), Truckload (TL), and Logistics segments.
Industrials · Trucking Freight/Courier Services · 26,427 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
TFII vs ZTO FAQ
Which is bigger, TFI International or ZTO Express (Cayman)?
ZTO Express (Cayman) (ZTO) is larger, with a market capitalization of $15.07B compared with $9.38B for TFI International (TFII).
Which stock has performed better over the past year, TFII or ZTO?
TFII returned +25.75% over the past 12 months, compared with +5.61% for ZTO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, TFII or ZTO?
ZTO has the lower trailing P/E at 11.0, versus 28.1 for TFII. 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, TFI International or ZTO Express (Cayman)?
ZTO Express (Cayman) has the higher yield at 13.29%, compared with 1.63% for TFI International.
Are TFI International and ZTO Express (Cayman) in the same industry?
Yes. Both are classified in the Trucking Freight/Courier Services industry within the Industrials sector.