Professional EBITDA Benchmarking: Ferguson plc vs ZTO Express

In the dynamic world of global logistics and distribution, Ferguson plc and ZTO Express (Cayman) Inc. have emerged as key players. Over the past decade, ZTO Express has shown a remarkable growth trajectory, with its EBITDA increasing by over 1,400% from 2014 to 2023. This surge highlights the company's strategic expansion in the Asian market. Meanwhile, Ferguson plc, a leader in the distribution sector, has seen its EBITDA grow by approximately 110% during the same period, reflecting steady growth in the European and North American markets.

Interestingly, 2023 marked a pivotal year where ZTO Express's EBITDA was nearly 4.5 times that of Ferguson plc, showcasing its dominance in the sector. However, data for 2024 is incomplete, leaving room for speculation on future trends. This comparison underscores the contrasting growth strategies and market focuses of these two industry giants.