Comparative EBITDA Analysis: ZTO Express (Cayman) Inc. vs U-Haul Holding Company

A Tale of Two Companies: ZTO Express vs. U-Haul

In the ever-evolving landscape of global logistics and transportation, ZTO Express (Cayman) Inc. and U-Haul Holding Company stand as titans in their respective domains. Over the past decade, ZTO Express has demonstrated a remarkable growth trajectory, with its EBITDA soaring by over 1,400% from 2014 to 2023. This Chinese logistics giant has capitalized on the e-commerce boom, particularly in Asia, to achieve an EBITDA of approximately $13.85 billion in 2023.

Meanwhile, U-Haul, a stalwart in the North American moving and storage industry, has shown steady growth, with its EBITDA increasing by around 136% over the same period, reaching $2.18 billion in 2023. Despite the challenges posed by the pandemic, U-Haul's resilience is evident in its consistent performance.

The data for 2024 remains incomplete, highlighting the dynamic nature of these industries and the potential for future shifts.