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Zto Express Cayman Inc (2057.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINKYG9897K1058
SectorIndustrials
IndustryIntegrated Freight & Logistics

Highlights

Market CapHK$126.38B
EPS (TTM)HK$10.32
PE Ratio14.14
PEG Ratio1.56
Total Revenue (TTM)HK$29.66B
Gross Profit (TTM)HK$8.84B
Year RangeHK$120.46 - HK$212.96
Target PriceHK$240.16

Share Price Chart


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Zto Express Cayman Inc

Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in Zto Express Cayman Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-40.00%-20.00%0.00%20.00%40.00%60.00%80.00%FebruaryMarchAprilMayJuneJuly
-30.14%
70.24%
2057.HK (Zto Express Cayman Inc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Zto Express Cayman Inc had a return of -0.54% year-to-date (YTD) and -18.42% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-0.54%18.12%
1 month-16.76%5.09%
6 months6.99%17.78%
1 year-18.42%26.91%
5 years (annualized)N/A13.37%
10 years (annualized)N/A11.12%

Monthly Returns

The table below presents the monthly returns of 2057.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-21.73%18.85%12.67%1.20%7.79%-8.68%-0.54%
20234.35%-14.86%19.15%-2.86%-7.91%-0.66%9.21%-11.23%-0.00%-3.88%-4.53%-7.32%-22.45%
20222.13%1.90%-11.37%10.91%-9.40%2.32%-0.89%2.98%-9.21%-29.95%46.85%9.24%-1.25%
202110.62%3.60%-16.22%14.82%0.65%-5.87%-10.60%3.92%11.32%-3.22%3.33%-10.58%-3.41%
2020-5.80%2.23%-2.88%1.53%-5.04%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 2057.HK is 26, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of 2057.HK is 2626
2057.HK (Zto Express Cayman Inc)
The Sharpe Ratio Rank of 2057.HK is 2424Sharpe Ratio Rank
The Sortino Ratio Rank of 2057.HK is 2323Sortino Ratio Rank
The Omega Ratio Rank of 2057.HK is 2525Omega Ratio Rank
The Calmar Ratio Rank of 2057.HK is 2929Calmar Ratio Rank
The Martin Ratio Rank of 2057.HK is 2929Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Zto Express Cayman Inc (2057.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


2057.HK
Sharpe ratio
The chart of Sharpe ratio for 2057.HK, currently valued at -0.49, compared to the broader market-2.00-1.000.001.002.003.00-0.49
Sortino ratio
The chart of Sortino ratio for 2057.HK, currently valued at -0.54, compared to the broader market-4.00-2.000.002.004.00-0.54
Omega ratio
The chart of Omega ratio for 2057.HK, currently valued at 0.94, compared to the broader market0.501.001.502.000.94
Calmar ratio
The chart of Calmar ratio for 2057.HK, currently valued at -0.31, compared to the broader market0.002.004.006.00-0.31
Martin ratio
The chart of Martin ratio for 2057.HK, currently valued at -0.86, compared to the broader market-10.000.0010.0020.00-0.86
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.49, compared to the broader market-2.00-1.000.001.002.003.002.49
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.48, compared to the broader market-4.00-2.000.002.004.003.48
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.44, compared to the broader market0.501.001.502.001.44
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.96, compared to the broader market0.002.004.006.001.96
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.23, compared to the broader market-10.000.0010.0020.009.23

Sharpe Ratio

The current Zto Express Cayman Inc Sharpe ratio is -0.49. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Zto Express Cayman Inc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00FebruaryMarchAprilMayJuneJuly
-0.49
2.48
2057.HK (Zto Express Cayman Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Zto Express Cayman Inc granted a 3.10% dividend yield in the last twelve months. The annual payout for that period amounted to HK$4.86 per share.


PeriodTTM202320222021
DividendHK$4.86HK$2.90HK$1.96HK$1.95

Dividend yield

3.10%1.79%0.93%0.90%

Monthly Dividends

The table displays the monthly dividend distributions for Zto Express Cayman Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$0.00HK$4.86HK$0.00HK$0.00HK$0.00HK$4.86
2023HK$0.00HK$0.00HK$0.00HK$2.90HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$2.90
2022HK$0.00HK$0.00HK$0.00HK$1.96HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.96
2021HK$1.95HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$0.00HK$1.95

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%3.1%
Zto Express Cayman Inc has a dividend yield of 3.10%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%47.1%
Zto Express Cayman Inc has a payout ratio of 47.05%, which is quite average when compared to the overall market. This suggests that Zto Express Cayman Inc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%FebruaryMarchAprilMayJuneJuly
-44.13%
0
2057.HK (Zto Express Cayman Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Zto Express Cayman Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Zto Express Cayman Inc was 56.27%, occurring on Feb 5, 2024. The portfolio has not yet recovered.

The current Zto Express Cayman Inc drawdown is 44.13%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.27%Feb 17, 2021731Feb 5, 2024
-20.25%Nov 18, 202021Dec 16, 202026Jan 25, 202147
-7.34%Jan 28, 20212Jan 29, 20213Feb 3, 20215
-6.69%Nov 10, 20203Nov 12, 20202Nov 16, 20205
-6.39%Sep 30, 20206Oct 9, 202017Nov 5, 202023

Volatility

Volatility Chart

The current Zto Express Cayman Inc volatility is 7.41%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%FebruaryMarchAprilMayJuneJuly
7.41%
1.72%
2057.HK (Zto Express Cayman Inc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Zto Express Cayman Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

P/E Ratio

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Zto Express Cayman Inc.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items