ZTO Express (Cayman) (MEX:ZTO N) Tariff Resilience Score: 7/10 (As of Jul. 07, 2026)


MEX:ZTO N ZTO Express (Cayman) Inc MEX:ZTO N
88 GF Score
Price MXN426.00
GF Value MXN522.56
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What is ZTO Express (Cayman) Tariff Resilience Score?

ZTO Express (Cayman) MEX:ZTO N 88 Tariff Resilience Score is 7 as of Jul. 07, 2026. GuruFocus rates MEX:ZTO N with a GF Score™ of 88/100 and a GF Value™ of MXN522.56. Among 1,054 Transportation companies, ZTO Express (Cayman) ranks better than 97.82% on this metric.

ZTO Express (Cayman) has the Tariff Resilience Score of 7, which implies that the company might have Highly Resilient.

ZTO Express (Cayman) has Logistics company with exposure to international trade. Tariffs impact shipping costs but are often passed to customers. Strong domestic market presence and pricing power provide some resilience.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes ZTO Express (Cayman) might have Highly Resilient.

ZTO Express (Cayman)  (MEX:ZTO N) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

ZTO Express (Cayman) Tariff Resilience Score Related Terms

MEX:ZTO N vs EXPD, CHRW, FDXF: Tariff Resilience Score Comparison

For the Integrated Freight & Logistics subindustry, ZTO Express (Cayman)'s Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

ZTO Express (Cayman) Tariff Resilience Score vs Transportation Industry

For the Transportation industry and Industrials sector, ZTO Express (Cayman)'s Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where ZTO Express (Cayman)'s Tariff Resilience Score falls into.


MEX:ZTO N
88GF Score
ZTO Express (Cayman) Inc MEX:ZTO N
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 7 mean?
ZTO Express (Cayman) (MEX:ZTO N) has a Tariff Resilience Score of 7 as of Jul. 07, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, ZTO Express (Cayman) ranks #23 out of 1054 companies in the Transportation industry, placing it in the top 2.2%.
Is ZTO Express (Cayman)'s Tariff Resilience Score too high?
ZTO Express (Cayman)'s current Tariff Resilience Score is 7. Based on the distribution chart, ZTO Express (Cayman) ranks #23 out of 1054 companies in the Transportation industry, which is in the top quartile — a strong position relative to peers. Overall, ZTO Express (Cayman) has a GF Score™ of 88/100, reflecting its overall financial health beyond just this single metric.
How does ZTO Express (Cayman)'s Tariff Resilience Score compare to EXPD and CHRW?
According to the Transportation industry distribution chart, ZTO Express (Cayman) ranks #23 out of 1054 companies for Tariff Resilience Score. This places ZTO Express (Cayman) in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Transportation company?
A good Tariff Resilience Score depends on the Transportation industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. ZTO Express (Cayman)'s current Tariff Resilience Score is 7. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ZTO Express (Cayman) stock overvalued right now?
ZTO Express (Cayman) (MEX:ZTO N) has a current Tariff Resilience Score of 7. The stock's GF Value™ is MXN522.56, compared to a current price of MXN426.00 — trading 18.5% below its estimated fair value. The current Tariff Resilience Score is 7. ZTO Express (Cayman)'s overall GF Score™ is 88/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For ZTO Express (Cayman) (MEX:ZTO N), the current Tariff Resilience Score is 7 as of Jul. 07, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is ZTO Express (Cayman) (MEX:ZTO N) Overvalued in 2026?

Based on GuruFocus' analysis, ZTO Express (Cayman) stock appears to be undervalued. The current stock price of MXN426.00 is trading 18.5% below its estimated GF Value™ of MXN522.56.

Key valuation signals for MEX:ZTO N:

  • Tariff Resilience Score: 7
  • GF Value™: MXN522.56 vs. price of MXN426.00 (18.5% below fair value)
  • GF Score™: 88/100

No single metric tells the full story. See the MEX:ZTO N stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

ZTO Express (Cayman) Business Description

Address No. 1685 Huazhi Road, Building One, Qingpu District, Shanghai, CHN, 201708
ZTO Express is China's largest express delivery company by parcel volume, with a volume share of 19.4% in 2024. It operates a network partner model where it provides line-haul transportation and sorting services, while its local network partners provide first-mile pickup and last-mile delivery services under the ZTO brand name. Headquartered in Shanghai, the company was founded in 2002 by Meisong Lai, who remains chair, CEO, and its major shareholder with 78% voting rights as of March 31, 2025. ZTO's strategic shareholder is leading China e-commerce company Alibaba Group with around an 8.9% interest.
88GF Score

Get the complete analysis for MEX:ZTO N

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN426.00
Price
MXN522.56
GF Value