LUV vs ZTO

Comparison between Southwest Airlines Company (LUV, Company) and ZTO Express (Cayman) Inc (ZTO, Company).

Both LUV and ZTO are from the Industrials sector.

5-Year PerformanceZTO has outperformed LUV, delivering a return of -2.5% compared to -6.3%

LUV vs ZTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LUV(COMPANY)	ZTO(COMPANY)
Market Cap	$21B	$20B
Max Drawdown	78.47%	58.39%
Sharpe Ratio	0.89	1.13
5Y Beta	1.29	0.43
Industry	Airlines	Integrated Freight & Logistics
P/E Ratio	59.30	15.76
Forward P/E	11.47	13.79
PEG Ratio	10.21	1.84
Dividend Yield	1.74%	2.75%
5Y Dividends CAGR	N/A	32.99%
5Y EPS CAGR	-30.83%	15.55%
Debt to Equity	0.00%	16.47%
Free Cash Flow Yield	11.61%	4.72%
P/S Ratio	0.70	0.40
P/B Ratio	2.73	1.97

Market Cap

Winner

LUV

$21B

ZTO

$20B

Max Drawdown

LUV

78.47%

Winner

ZTO

58.39%

Sharpe Ratio

LUV

0.89

Winner

ZTO

1.13

5Y Beta

LUV

1.29

Winner

ZTO

0.43

Industry

LUV

Airlines

ZTO

Integrated Freight & Logistics

P/E Ratio

LUV

59.30

Winner

ZTO

15.76

Forward P/E

Winner

LUV

11.47

ZTO

13.79

PEG Ratio

LUV

10.21

Winner

ZTO

1.84

Dividend Yield

LUV

1.74%

Winner

ZTO

2.75%

5Y Dividends CAGR

LUV

N/A

ZTO

32.99%

5Y EPS CAGR

LUV

-30.83%

Winner

ZTO

15.55%

Debt to Equity

Winner

LUV

0.00%

ZTO

16.47%

Free Cash Flow Yield

Winner

LUV

11.61%

ZTO

4.72%

P/S Ratio

LUV

0.70

Winner

ZTO

0.40

P/B Ratio

LUV

2.73

Winner

ZTO

1.97

LUV vs ZTO - Historical Returns

Returns include dividend reinvestment.

Period	LUV	ZTO
1 month	+2.25%	+2.00%
3 months	-22.22%	+5.46%
6 months	+28.45%	+35.07%
1 year	+35.69%	+36.32%
5 years(CAGR)	-6.27%	-2.45%
10 years(CAGR)	+1.00%	+6.26%
Max(CAGR)	+5.81%	+6.26%

Winner

LUV

+2.25%

ZTO

+2.00%

LUV

-22.22%

Winner

ZTO

+5.46%

LUV

+28.45%

Winner

ZTO

+35.07%

LUV

+35.69%

Winner

ZTO

+36.32%

5Y(CAGR)

LUV

-6.27%

Winner

ZTO

-2.45%

10Y(CAGR)

LUV

+1.00%

Winner

ZTO

+6.26%

Max(CAGR)

LUV

+5.81%

Winner

ZTO

+6.26%

LUV vs ZTO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LUV	ZTO
2026	+0.49%	+18.58%
2025	+26.56%	+13.70%
2024	+20.78%	-1.13%
2023	-8.93%	-21.80%
2022	-23.48%	-1.94%
2021	-4.88%	+1.49%
2020	-14.67%	+24.28%
2019	+16.07%	+47.21%
2018	-29.11%	-2.31%
2017	+32.03%	+30.02%
2016	+19.85%	-27.16%
2015	+1.56%	N/A
2014	+125.82%	N/A
2013	+81.52%	N/A
2012	+22.22%	N/A
2011	-35.23%	N/A
2010	+16.27%	N/A
2009	+27.72%	N/A
2008	-26.84%	N/A
2007	-21.29%	N/A
2006	-6.65%	N/A
2005	+2.37%	N/A
2004	+2.26%	N/A
2003	+13.79%	N/A
2002	-23.75%	N/A
2001	-17.07%	N/A
2000	+111.50%	N/A
1999	-1.49%	N/A

LUV vs ZTO Drawdown Comparison

The maximum drawdown for LUV was -78.25%, occurring on Mar 5, 2009. Recovery took 3307 trading sessions.

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

The current LUV drawdown is -30.77%. The current ZTO drawdown is -26.30%.

Rank	LUV	ZTO
#1	-78.25% Jan 5, 2001 - Mar 4, 2014	-57.05% Jun 19, 2020 - Feb 2, 2024
#2	-64.75% Jan 2, 2018 - Oct 31, 2023	-33.90% Oct 28, 2016 - Nov 6, 2017
#3	-30.90% Jan 29, 2015 - Nov 3, 2015	-33.35% Jul 16, 2018 - Sep 19, 2019
#4	-29.86% Dec 7, 2015 - Dec 7, 2016	-16.52% Nov 10, 2017 - May 16, 2018
#5	-20.88% Jul 7, 2017 - Dec 15, 2017	-14.73% Mar 10, 2020 - Apr 6, 2020
#6	-18.02% Sep 18, 2014 - Nov 3, 2014	-12.53% May 19, 2020 - Jun 10, 2020
#7	-16.42% May 8, 2000 - Jul 24, 2000	-10.47% Jun 12, 2018 - Jul 16, 2018
#8	-14.25% Apr 11, 2000 - May 8, 2000	-10.17% Jan 17, 2020 - Feb 12, 2020
#9	-13.21% Nov 5, 1999 - Feb 23, 2000	-9.83% Sep 19, 2019 - Oct 28, 2019
#10	-11.73% Mar 1, 2017 - May 22, 2017	-8.62% Nov 7, 2019 - Dec 18, 2019
#11	-11.25% Aug 11, 2000 - Oct 3, 2000	-7.33% Apr 30, 2020 - May 7, 2020
#12	-10.49% Feb 29, 2000 - Mar 10, 2000	-7.31% Feb 20, 2020 - Mar 4, 2020
#13	-8.88% Jan 2, 2015 - Jan 22, 2015	-3.86% Apr 16, 2020 - Apr 27, 2020
#14	-8.83% Nov 29, 2000 - Dec 27, 2000	-3.56% Apr 8, 2020 - Apr 16, 2020
#15	-8.55% Oct 5, 2000 - Oct 19, 2000	-3.04% Jan 2, 2020 - Jan 17, 2020

Correlation

Correlation between LUV and ZTO is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101

Dividend Comparison (1999 - 2026)

LUV vs ZTO dividend yield comparison.

Year	LUV	ZTO
2026	0.44%	1.56%
2025	1.74%	3.11%
2024	2.14%	4.96%
2023	3.12%	1.74%
2022	0.00%	0.93%
2021	0.00%	0.89%
2020	0.39%	1.03%
2019	1.30%	1.03%
2018	1.30%	1.26%
2017	0.73%	0.00%
2016	0.75%	0.00%
2015	0.66%	0.00%
2014	0.52%	0.00%
2013	0.69%	0.00%
2012	0.34%	0.00%
2011	0.21%	0.00%
2010	0.14%	0.00%
2009	0.16%	0.00%
2008	0.21%	0.00%
2007	0.15%	0.00%
2006	0.12%	0.00%
2005	0.11%	0.00%
2004	0.11%	0.00%
2003	0.11%	0.00%
2002	0.13%	0.00%
2001	0.10%	0.00%
2000	0.07%	0.00%
1999	0.04%	0.00%