AOS vs ZTO
A. O. Smith vs ZTO Express (Cayman) Inc. — AI-powered side-by-side comparison
VS
ZTO
ZTO Express (Cayman) Inc.
64
Buy
| Metric | AOS | ZTO |
|---|
| AI Score |
65
|
64
|
| Price |
$62.59
|
$23.12
|
| P/E Ratio |
17.74×
|
13.57×
|
| ROE |
29.4%
|
13.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.6%
|
24.9%
|
| Debt / Equity |
0.37×
|
0.35×
|
| Dividend Yield |
2.3%
|
3.0%
|
| RSI (14) |
60.7
|
36.5
|
| Beta |
1.157
|
-0.22
|
| Expected Upside |
+2.1%
|
+11.9%
|
AI Committee View
Current Innellis committee reasoning for AOS versus ZTO.
AOS leads by 1 points.
AOS scores 65/100 (Buy) versus ZTO at 64/100 (Buy).
AOS Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.08) -- balance sheet can absorb a shock. The main limiting factor is price-to-book of 5.0x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 27.0% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 5.0x prices in significant intangible value — Value
ZTO Committee View
83% 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 growth rate is decelerating quarter over quarter -- the trend line matters more than the level. 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 3.0% pays you to wait — Value
- Price structure making higher highs and higher lows — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
- Price trading below the lower Bollinger Band -- stretched to the downside — Technical