EBITDA Metrics Evaluated: ZTO Express (Cayman) Inc. vs Clean Harbors, Inc.

EBITDA Growth: A Tale of Two Companies

In the competitive landscape of logistics and environmental services, ZTO Express (Cayman) Inc. and Clean Harbors, Inc. have shown remarkable EBITDA growth over the past decade. Since 2014, ZTO Express has consistently outperformed, with a staggering 1,480% increase in EBITDA by 2023. This growth highlights the booming e-commerce sector in China, where ZTO is a key player. In contrast, Clean Harbors, a leader in environmental services, has seen a more modest 152% rise in EBITDA over the same period. This reflects steady demand for environmental solutions in North America. Notably, 2022 marked a significant year for both companies, with ZTO's EBITDA reaching 11.1 billion, a 90% increase from the previous year, while Clean Harbors achieved a 56% rise. These trends underscore the dynamic shifts in global markets and the resilience of these industry leaders.