Financial Survey: Grupo Aeroportuario del Sureste (NYSE:ASR) and ZTO Express (Cayman) (NYSE:ZTO)

ZTO Express (Cayman) (NYSE:ZTO) and Grupo Aeroportuario del Sureste (NYSE:ASR) are both large-cap transportation companies, but which is the superior stock? We will compare the two businesses based on the strength of their valuation, profitability, institutional ownership, analyst recommendations, risk, earnings and dividends.

Valuation and Earnings

This table compares ZTO Express (Cayman) and Grupo Aeroportuario del Sureste”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ZTO Express (Cayman)	$6.07 billion	2.39	$1.21 billion	$1.51	16.31
Grupo Aeroportuario del Sureste	$1.72 billion	6.50	$743.97 million	$18.86	19.76

ZTO Express (Cayman) has higher revenue and earnings than Grupo Aeroportuario del Sureste. ZTO Express (Cayman) is trading at a lower price-to-earnings ratio than Grupo Aeroportuario del Sureste, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares ZTO Express (Cayman) and Grupo Aeroportuario del Sureste’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
ZTO Express (Cayman)	18.61%	14.33%	9.89%
Grupo Aeroportuario del Sureste	31.96%	20.67%	13.44%

Analyst Recommendations

This is a summary of recent ratings and recommmendations for ZTO Express (Cayman) and Grupo Aeroportuario del Sureste, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ZTO Express (Cayman)	0	3	3	1	2.71
Grupo Aeroportuario del Sureste	1	3	2	0	2.17

ZTO Express (Cayman) currently has a consensus price target of $22.36, indicating a potential downside of 9.22%. Grupo Aeroportuario del Sureste has a consensus price target of $300.00, indicating a potential downside of 19.48%. Given ZTO Express (Cayman)’s stronger consensus rating and higher probable upside, research analysts clearly believe ZTO Express (Cayman) is more favorable than Grupo Aeroportuario del Sureste.

Insider and Institutional Ownership

41.7% of ZTO Express (Cayman) shares are held by institutional investors. Comparatively, 10.6% of Grupo Aeroportuario del Sureste shares are held by institutional investors. 41.3% of ZTO Express (Cayman) shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Dividends

ZTO Express (Cayman) pays an annual dividend of $0.58 per share and has a dividend yield of 2.4%. Grupo Aeroportuario del Sureste pays an annual dividend of $37.83 per share and has a dividend yield of 10.2%. ZTO Express (Cayman) pays out 38.4% of its earnings in the form of a dividend. Grupo Aeroportuario del Sureste pays out 200.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Risk & Volatility

ZTO Express (Cayman) has a beta of -0.18, suggesting that its share price is 118% less volatile than the S&P 500. Comparatively, Grupo Aeroportuario del Sureste has a beta of 0.56, suggesting that its share price is 44% less volatile than the S&P 500.

Summary

ZTO Express (Cayman) beats Grupo Aeroportuario del Sureste on 9 of the 17 factors compared between the two stocks.

About ZTO Express (Cayman)

ZTO Express (Cayman) Inc. provides express delivery and other value-added logistics services in the People's Republic of China. It offers freight forwarding services; and delivery services for e-commerce and traditional merchants, and other express service users. The company was founded in 2002 and is headquartered in Shanghai, the People's Republic of China.

About Grupo Aeroportuario del Sureste

Grupo Aeroportuario del Sureste, S. A. B. de C. V. holds concessions to operate, maintain, and develop airports in the southeast region of Mexico. The company operates airports that are located in the cities of Cancún, Cozumel, Mérida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula, and Minatitlán. It provides aeronautical services, which include passenger, aircraft landing and parking, passenger walkway, and airport security services. The company also offers non-aeronautical services, such as leasing of space at its airports to retailers, restaurants, airlines, and other commercial tenants; catering, handling, and ground transportation services, as well as engages in the various commercial operations. In addition, it holds concessions to operate the Luis Muñoz Marín International Airport in San Juan, Puerto Rico; and various airports in Colombia, including the Enrique Olaya Herrera Airport in Medellín, the José María Córdova International Airport in Rionegro, the Los Garzones Airport in Montería, the Antonio Roldán Betancourt Airport in Carepa, the El Caraño Airport in Quibdó, and the Las Brujas Airport in Corozal. Grupo Aeroportuario del Sureste, S. A. B. de C. V. was founded in 1996 and is headquartered in Mexico City, Mexico.