COMPARE · Data as of August 21, 2026
SKYW vs ZTO
Verdict: Side-by-side breakdown using the Bull Rankings model. SKYW scored 62.2, ZTO scored 60.6 — SKYW leads.
Compare another set
Different reporting periods. SKYW's fundamentals are as of June 2026, but ZTO's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
SKYW
SkyWest, Inc.
62.2
$101.09 · $3.9B
fundamentals as of
Score gap
1.6
SKYW leads
ZTO
ZTO Express (Cayman) Inc.
60.6
$21.37 · $16.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestSKYW10.0x
- Fastest growthZTO+10.9%
- Strongest balance sheetZTO0.35
- Highest qualityZTO74 / 100
- Largest discount to fair valueSKYW-67%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
SKYW
stronger →← stronger
ZTO
71
Qualityreturns · margins · balance sheet
74
50
Growthrevenue & earnings expansion
84
68
Valuevaluation vs sector peers
64
ZTO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SKYW
ZTO
$909mC+
FCF
$483mC
+9.1%B
Rev
+10.9%B
0.86C+
D/E
0.35A-
10.0xA
P/E
11.2xA
1.66C+
PEG
1.14B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
SKYW
ZTO
67% below
Price vs fair valuelower is cheaper
90% above
~-20%/yr
Growth the price implies10-yr FCF · lower = less priced in
~24%/yr
+172%
1-yr DCF upside
-53%
+200%
5-yr DCF upside
-47%
+243%
10-yr DCF upside
-38%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SKYW
Why this score
- Buying back stock
- Cyclical growth
ZTO
Why this score
- Buying back stock
- Raising its dividend
- Foreign reporter (CNY)
The companies
SKYWSkyWest, Inc.
Why now
Airlines · market cap $3.9b. 18% off the 52-week high of $123.94. 6 sell-side analysts publish a mean 1-yr target of $125.17 (implying +24% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Beta 1.44 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
ZTOZTO Express (Cayman) Inc.
Why now
Integrated Freight & Logistics · market cap $16.2b. 18% off the 52-week high of $26.20. Revenue growing +11%, comfortably above the S&P median. 18 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $28.73 (implying +34% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where SKYW and ZTO diverge
On the headline score the gap is 1.6 points in favor of SKYW. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthSKYW 50.0 · ZTO 84.3ZTO +34.3
- QualitySKYW 70.6 · ZTO 74.3ZTO +3.7
- ValueSKYW 68.1 · ZTO 64.4SKYW +3.7
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.