COMPARE · Data as of August 21, 2026
GSL vs ZTO
Verdict: Side-by-side breakdown using the Bull Rankings model. GSL scored 84.0, ZTO scored 60.6 — GSL leads.
Compare another set
GSL
Global Ship Lease Inc New
84
$43.95
fundamentals as of
Score gap
23.4
GSL 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
- CheapestGSL4.3x
- Fastest growthZTO+10.9%
- Strongest balance sheetGSL0.35
- Highest qualityZTO74 / 100
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.
Fundamentals, head-to-head
GSL
ZTO
$521mC+
FCF
$483mC
+7.8%B
Rev
+10.9%B
0.35A-
D/E
0.35A-
4.3xA
P/E
11.2xA
0.87B+
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
GSL
ZTO
—
Price vs fair valuelower is cheaper
90% above
—
Growth the price implies10-yr FCF · lower = less priced in
~24%/yr
—
1-yr DCF upside
-53%
—
5-yr DCF upside
-47%
—
10-yr DCF upside
-38%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GSL
No notable signals flagged.
ZTO
Why this score
- Buying back stock
- Raising its dividend
- Foreign reporter (CNY)
The companies
GSLGlobal Ship Lease Inc New
Why now
Marine Shipping · market cap n/a. Trading near 52-week high of $44.69 — momentum setup, limited technical margin of safety. PEG 0.87 — paying under fair value for the growth rate. 3 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $51.00 (implying +16% upside).
Moat
Net margin 54% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 125% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
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.