ACA vs ZTO
Arcosa, Inc. vs ZTO Express (Cayman) Inc. — AI-powered side-by-side comparison
VS
ZTO
ZTO Express (Cayman) Inc.
69
Buy
| Metric | ACA | ZTO |
|---|
| AI Score |
65
|
69
|
| Price |
$144.97
|
$23.16
|
| P/E Ratio |
14.49×
|
13.80×
|
| ROE |
7.9%
|
13.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.0%
|
24.9%
|
| Debt / Equity |
0.48×
|
0.35×
|
| Dividend Yield |
0.1%
|
2.9%
|
| RSI (14) |
51.0
|
36.5
|
| Beta |
1.071
|
-0.22
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for ACA versus ZTO.
ZTO leads by 4 points.
ZTO scores 69/100 (Buy) versus ACA at 65/100 (Buy).
ACA Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is news sentiment is negative (-0.33 across 3 articles, 14d). The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.5 is inexpensive for the broad market — Value
- ROE of 18.1% shows genuine earnings power backing the valuation — Value
- EPS growing 431.7% YoY — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- News sentiment is negative (-0.33 across 3 articles, 14d) — News
ZTO Committee View
100% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 13.0 is inexpensive for the broad market — Value
- Dividend yield of 2.9% pays you to wait — Value
- Price structure making higher highs and higher lows — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Price trading below the lower Bollinger Band -- stretched to the downside — Technical
- No news coverage in the last 14 days -- limited independent confirmation either way — News