IP vs ZTO

Comparison between International Paper Company (IP, Company) and ZTO Express (Cayman) Inc (ZTO, Company).

IP is from the Consumer Cyclical sector, while ZTO is from the Industrials sector.

5-Year PerformanceZTO has outperformed IP, delivering a return of -4.2% compared to -8.1%

IP vs ZTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IP(COMPANY)	ZTO(COMPANY)
Market Cap	$18B	$18B
Max Drawdown	93.02%	58.39%
Sharpe Ratio	-0.84	1.25
5Y Beta	N/A	0.44
Industry	Packaging & Containers	Integrated Freight & Logistics
P/E Ratio	-5.47	14.14
Forward P/E	19.84	12.06
PEG Ratio	1.58	1.65
Dividend Yield	6.30%	3.02%
5Y Dividends CAGR	3.56%	32.99%
5Y EPS CAGR	N/A	15.55%
Debt to Equity	6.20%	16.47%
Free Cash Flow Yield	14.17%	5.26%
P/S Ratio	0.67	0.34
P/B Ratio	1.05	1.95

Market Cap

$18B

Winner

ZTO

$18B

Max Drawdown

93.02%

Winner

ZTO

58.39%

Sharpe Ratio

-0.84

Winner

ZTO

1.25

5Y Beta

N/A

ZTO

0.44

Industry

Packaging & Containers

ZTO

Integrated Freight & Logistics

P/E Ratio

Winner

-5.47

ZTO

14.14

Forward P/E

19.84

Winner

ZTO

12.06

PEG Ratio

Winner

1.58

ZTO

1.65

Dividend Yield

Winner

6.30%

ZTO

3.02%

5Y Dividends CAGR

3.56%

Winner

ZTO

32.99%

5Y EPS CAGR

N/A

ZTO

15.55%

Debt to Equity

Winner

6.20%

ZTO

16.47%

Free Cash Flow Yield

Winner

14.17%

ZTO

5.26%

P/S Ratio

0.67

Winner

ZTO

0.34

P/B Ratio

Winner

1.05

ZTO

1.95

IP vs ZTO - Historical Returns

Returns include dividend reinvestment.

Period	IP	ZTO
1 month	-4.73%	-9.95%
3 months	-28.50%	-7.54%
6 months	-14.83%	+21.51%
1 year	-31.89%	+40.27%
5 years(CAGR)	-8.14%	-4.15%
10 years(CAGR)	+2.27%	+5.29%
Max(CAGR)	+1.93%	+5.29%

Winner

-4.73%

ZTO

-9.95%

-28.50%

Winner

ZTO

-7.54%

-14.83%

Winner

ZTO

+21.51%

-31.89%

Winner

ZTO

+40.27%

5Y(CAGR)

-8.14%

Winner

ZTO

-4.15%

10Y(CAGR)

+2.27%

Winner

ZTO

+5.29%

Max(CAGR)

+1.93%

Winner

ZTO

+5.29%

IP vs ZTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IP	ZTO
2026	-20.29%	+8.83%
2025	-22.87%	+13.70%
2024	+53.53%	-1.13%
2023	+7.74%	-21.80%
2022	-22.78%	-1.94%
2021	+6.12%	+1.49%
2020	+14.97%	+24.28%
2019	+17.56%	+47.21%
2018	-29.94%	-2.31%
2017	+12.39%	+30.02%
2016	+47.04%	-27.16%
2015	-26.74%	N/A
2014	+14.70%	N/A
2013	+24.48%	N/A
2012	+37.41%	N/A
2011	+9.32%	N/A
2010	+1.92%	N/A
2009	+123.88%	N/A
2008	-61.26%	N/A
2007	-3.91%	N/A
2006	+4.88%	N/A
2005	-17.54%	N/A
2004	+0.66%	N/A
2003	+24.62%	N/A
2002	-10.69%	N/A
2001	+4.97%	N/A
2000	-24.47%	N/A
1999	+11.02%	N/A

IP vs ZTO Drawdown Comparison

The maximum drawdown for IP was -90.65%, occurring on Mar 6, 2009. Recovery took 3265 trading sessions.

The maximum drawdown for ZTO was -57.05%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current IP drawdown is -44.42%. The current ZTO drawdown is -32.36%.

Rank	IP	ZTO
#1	-90.65% Jan 7, 2000 - Jan 2, 2013	-57.05% Jun 19, 2020 - Feb 2, 2024
#2	-55.28% Jan 29, 2018 - Apr 15, 2021	-33.90% Oct 28, 2016 - Nov 6, 2017
#3	-48.57% Jan 24, 2025 - May 19, 2026	-33.35% Jul 16, 2018 - Sep 19, 2019
#4	-48.01% Jun 4, 2021 - Oct 31, 2024	-16.52% Nov 10, 2017 - May 16, 2018
#5	-41.89% Feb 20, 2015 - Dec 9, 2016	-14.73% Mar 10, 2020 - Apr 6, 2020
#6	-13.65% Jan 25, 2017 - Jul 10, 2017	-12.53% May 19, 2020 - Jun 10, 2020
#7	-13.59% Jul 25, 2013 - Feb 14, 2014	-10.47% Jun 12, 2018 - Jul 16, 2018
#8	-11.33% May 15, 2013 - Jul 16, 2013	-10.17% Jan 17, 2020 - Feb 12, 2020
#9	-11.28% Nov 25, 2024 - Jan 24, 2025	-9.83% Sep 19, 2019 - Oct 28, 2019
#10	-10.25% Jul 17, 2017 - Sep 20, 2017	-8.62% Nov 7, 2019 - Dec 18, 2019
#11	-10.15% Sep 11, 2014 - Oct 31, 2014	-7.33% Apr 30, 2020 - May 7, 2020
#12	-9.09% Feb 20, 2014 - Jun 27, 2014	-7.31% Feb 20, 2020 - Mar 4, 2020
#13	-8.72% Apr 24, 2013 - May 15, 2013	-3.86% Apr 16, 2020 - Apr 27, 2020
#14	-8.68% Nov 15, 1999 - Dec 15, 1999	-3.56% Apr 8, 2020 - Apr 16, 2020
#15	-7.34% Oct 24, 2017 - Jan 2, 2018	-3.04% Jan 2, 2020 - Jan 17, 2020

Correlation

Correlation between IP and ZTO is -0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.00

-101

Dividend Comparison (1999 - 2026)

IP vs ZTO dividend yield comparison.

Year	IP	ZTO
2026	2.96%	1.70%
2025	4.70%	3.11%
2024	3.44%	4.96%
2023	5.12%	1.74%
2022	5.34%	0.93%
2021	4.08%	0.89%
2020	4.12%	1.03%
2019	4.37%	1.03%
2018	4.77%	1.26%
2017	3.21%	0.00%
2016	3.36%	0.00%
2015	4.35%	0.00%
2014	4.05%	0.00%
2013	2.55%	0.00%
2012	2.73%	0.00%
2011	3.29%	0.00%
2010	1.47%	0.00%
2009	1.21%	0.00%
2008	8.47%	0.00%
2007	3.09%	0.00%
2006	2.93%	0.00%
2005	2.97%	0.00%
2004	2.38%	0.00%
2003	2.32%	0.00%
2002	2.86%	0.00%
2001	2.48%	0.00%
2000	2.44%	0.00%
1999	0.44%	0.00%