Reviewing Armlogi (NASDAQ:BTOC) and ZTO Express (Cayman) (NYSE:ZTO)
by Kim Johansen · The Markets DailyArmlogi (NASDAQ:BTOC – Get Free Report) and ZTO Express (Cayman) (NYSE:ZTO – Get Free Report) are both industrials companies, but which is the better business? We will compare the two companies based on the strength of their earnings, valuation, risk, institutional ownership, dividends, profitability and analyst recommendations.
Profitability
This table compares Armlogi and ZTO Express (Cayman)’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Armlogi | -11.23% | -133.87% | -14.30% |
| ZTO Express (Cayman) | 19.03% | 15.90% | 10.89% |
Analyst Ratings
This is a summary of recent ratings and recommmendations for Armlogi and ZTO Express (Cayman), as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Armlogi | 1 | 0 | 0 | 0 | 1.00 |
| ZTO Express (Cayman) | 0 | 4 | 1 | 1 | 2.50 |
ZTO Express (Cayman) has a consensus target price of $24.70, indicating a potential upside of 22.40%. Given ZTO Express (Cayman)’s stronger consensus rating and higher probable upside, analysts clearly believe ZTO Express (Cayman) is more favorable than Armlogi.
Earnings & Valuation
This table compares Armlogi and ZTO Express (Cayman)”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Armlogi | $185.84 million | 0.03 | -$20.88 million | ($7.36) | -0.30 |
| ZTO Express (Cayman) | $7.02 billion | 1.60 | $1.30 billion | $1.86 | 10.85 |
ZTO Express (Cayman) has higher revenue and earnings than Armlogi. Armlogi is trading at a lower price-to-earnings ratio than ZTO Express (Cayman), indicating that it is currently the more affordable of the two stocks.
Risk and Volatility
Armlogi has a beta of 2.9, suggesting that its stock price is 190% more volatile than the S&P 500. Comparatively, ZTO Express (Cayman) has a beta of -0.19, suggesting that its stock price is 119% less volatile than the S&P 500.
Institutional & Insider Ownership
41.6% of ZTO Express (Cayman) shares are owned by institutional investors. 66.8% of Armlogi shares are owned by company insiders. Comparatively, 41.3% of ZTO Express (Cayman) shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Summary
ZTO Express (Cayman) beats Armlogi on 13 of the 15 factors compared between the two stocks.
About Armlogi
Armlogi Holding Corp. is a warehousing and logistics service provider which offers a comprehensive package of supply-chain solutions related to warehouse management and order fulfillment. Armlogi Holding Corp. is based in WALNUT, CA.
About ZTO Express (Cayman)
ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. It offers freight forwarding services; and delivery services for e-commerce and traditional merchants, and other express service users. The company was founded in 2002 and is headquartered in Shanghai, the People's Republic of China.