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ZTO Express (Cayman)BSP:Z1TO34 95 5-Year Yield-on-Cost % is 2.76 as of Jul. 20, 2026, which is 20% below its 10-year median of 3.45. GuruFocus rates BSP:Z1TO34 with a GF Score™ of 95/100 and a GF Value™ of R$36.17 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 660 Transportation companies, ZTO Express (Cayman) ranks worse than 64.24% on this metric.
ZTO Express (Cayman)'s yield on cost for the quarter that ended in Mar. 2026 was 2.76.
The historical rank and industry rank for ZTO Express (Cayman)'s 5-Year Yield-on-Cost % or its related term are showing as below:
BSP:Z1TO34'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.54 Med: 3.45 Max: 5.7
Current: 2.76
During the past 12 years, ZTO Express (Cayman)'s highest Yield on Cost was 5.70. The lowest was 2.54. And the median was 3.45.
BSP:Z1TO34's 5-Year Yield-on-Cost % is ranked worse than 64.24% of 660
companies
in the Transportation industry
Industry Median: 4.125
vs BSP:Z1TO34: 2.76
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
ZTO Express (Cayman) 5-Year Yield-on-Cost % Related Terms
BSP:Z1TO34 vs EXPD, CHRW, FDXF: 5-Year Yield-on-Cost % Comparison
For the Integrated Freight & Logistics subindustry, ZTO Express (Cayman)'s 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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) 5-Year Yield-on-Cost % vs Transportation Industry
For the Transportation industry and Industrials sector, ZTO Express (Cayman)'s 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where ZTO Express (Cayman)'s 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
ZTO Express (Cayman) (BSP:Z1TO34) has a 5-Year Yield-on-Cost % of 2.76 as of Jul. 20, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on ZTO Express (Cayman) and its competitors. This is 20% below median its historical median of 3.45. Over the past decade, ZTO Express (Cayman)'s 5-Year Yield-on-Cost % has ranged from 2.54 to 5.70. According to the industry distribution chart, ZTO Express (Cayman) ranks #424 out of 660 companies in the Transportation industry, placing it in the top 64.2%.
Is ZTO Express (Cayman)'s 5-Year Yield-on-Cost % too high?
ZTO Express (Cayman)'s current 5-Year Yield-on-Cost % of 2.76 is 20% below median its 10-year median of 3.45. Over the past 10 years, this metric has ranged from a low of 2.54 to a high of 5.70. The Transportation industry median 5-Year Yield-on-Cost % is 4.13. ZTO Express (Cayman)'s value of 2.76 is 33.1% below this industry median. Based on the distribution chart, ZTO Express (Cayman) ranks #424 out of 660 companies in the Transportation industry, which is below the industry midpoint. Overall, ZTO Express (Cayman) has a GF Score™ of 95/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does ZTO Express (Cayman)'s 5-Year Yield-on-Cost % compare to EXPD and CHRW?
According to the Transportation industry distribution chart, ZTO Express (Cayman) ranks #424 out of 660 companies for 5-Year Yield-on-Cost %. This places ZTO Express (Cayman) in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 4.13. ZTO Express (Cayman)'s value of 2.76 is 33.1% below this benchmark. Historically, ZTO Express (Cayman)'s own 5-Year Yield-on-Cost % has ranged from 2.54 to 5.70 over the past decade. While the company's 10-year median is 3.45 vs. the industry median of 4.13, ZTO Express (Cayman) has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Transportation company?
The median 5-Year Yield-on-Cost % among Transportation companies is 4.13, based on 660 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. ZTO Express (Cayman)'s current 5-Year Yield-on-Cost % of 2.76 is 33.1% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on ZTO Express (Cayman) and its competitors. For the Transportation industry, the median 5-Year Yield-on-Cost % is 4.13 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. ZTO Express (Cayman)'s current 5-Year Yield-on-Cost % is 2.76, which is 20% below median its own 10-year median of 3.45. 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?
Based on GuruFocus' analysis, ZTO Express (Cayman) (BSP:Z1TO34) is currently considered Modestly Undervalued. The stock's GF Value™ is R$36.17, compared to a current price of R$31.23 — trading 13.7% below its estimated fair value. The current 5-Year Yield-on-Cost % is 2.76, which is 20% below median its 10-year median of 3.45 and 33.1% below the Transportation industry median of 4.13. ZTO Express (Cayman)'s overall GF Score™ is 95/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For ZTO Express (Cayman) (BSP:Z1TO34), the current 5-Year Yield-on-Cost % is 2.76 as of Jul. 20, 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) (BSP:Z1TO34) Overvalued in 2026?
Based on GuruFocus' analysis, ZTO Express (Cayman) stock appears to be undervalued.
The current stock price of R$31.23 is trading 13.7% below its estimated GF Value™ of R$36.17.
GuruFocus considers ZTO Express (Cayman) to be Modestly Undervalued.
Key valuation signals for BSP:Z1TO34:
5-Year Yield-on-Cost %: 2.76 (20% below median its 10-year median of 3.45)
GF Value™: R$36.17 vs. price of R$31.23 (13.7% below fair value)
Industry Position: 33.1% below the Transportation median (#424 of 660)
No single metric tells the full story. See the BSP:Z1TO34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
95GF Score
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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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