Best Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Best Inc (BEST) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Best Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 1,171M vs 479,973M combined for tracked competitors (0.2% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-9.3%) for its tracked peer group.
- Growth: Best Inc generated 4.3% revenue growth year over year in Q4 2023, vs -9.2% for its tracked competitors combined.
- Profitability: Its -10.7% net margin compares with 9.3% for the peer group.
- Peer revenue share: Best Inc accounted for 1.1% of combined revenue among its tracked peer group, up from 0.9% a year earlier.
- Peer differentiation: Revenue per employee of $0.52M compares with $1.81M for the peer group (0.3x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BEST Sales vs. its Competitors, Q4 2023
Best Inc reported revenue growth of 4.32 % year on year in Q4 2023, above its competitors' combined revenue change of -9.18 %.
With a net margin of -10.74 %, Best Inc reported lower profitability than its competitors (9.27 %).
Best Inc generated 1.06 % of the combined sales of its peer group, up from 0.93 % a year earlier.
Best Inc vs. its Competitors, Q4 2023
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Best Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Best Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Best Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (5) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Best Inc's competitor groups requires a Commercial License.
For context: the Transport & Logistics industry grew revenue 7.5% year over year, combined, vs 4.3% for Best Inc. Best Inc's share of combined industry revenue moved from 1.45% to 1.40%, a loss of 0.04 percentage points.
Best Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Best Inc | No | Yes | No | No |
| Competitors combined (9) | ||||
| High-Confidence Competitors (5) | ||||
| Similar Growth & Profitability (8) | 25.00 % (2 of 8) | 75.00 % (6 of 8) | 75.00 % (6 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BEST Stock Performance relative to its Competitors
BEST Stock Performance relative to High-Confidence Competitors
BEST Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Dupont De Nemours Inc | 282.9% | Outperformed |
| 2 | J b Hunt Transport Services Inc | 282.9% | Outperformed |
| 3 | Exxon Mobil Corporation | 282.9% | Outperformed |
| 4 | Schneider National Inc | 282.9% | Outperformed |
| 5 | Delta Air Lines Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Best Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Best Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Best Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Best Inc | 1,062.96 | 1,171.26 |
| Exxon Mobil Corporation | 742,387.64 | 368,757.00 |
| Delta Air Lines Inc | 50,518.94 | 71,800.00 |
| J b Hunt Transport Services Inc | 21,495.32 | 12,701.31 |
| Dupont De Nemours Inc | 18,188.93 | 4,701.00 |
| Schneider National Inc | 5,431.36 | 5,819.20 |
| SUBTOTAL | 843,390.07 | 481,144.29 |
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Sources: Best Inc's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Best Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Best Inc's Competitors Named by the Company
Competitive relationships identified from Best Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Innsuites Hospitality Trust | Company report | 85% |
| Onfolio Holdings Inc | Company report | 85% |
| Kingfish Holding Corporation | Company report | 85% |
| Marriott International Inc | Company report | 85% |
| JD Logistics | Company report | 85% |
| DEPPON Logistics | Company report | 85% |
| ANE Logistics | Company report | 85% |
| Kerry Express | Company report | 85% |
| J&T Express | Company report | 85% |
| Annto Logistics | Company report | 85% |
| P.G. Logistics | Company report | 85% |
| YUNDA | Company report | 85% |
| STO Express | Company report | 85% |
| ZTO Express | Company report | 85% |
| YTO Express | Company report | 85% |
| Schneider National Inc | Company report | 85% |
| Delta Air Lines Inc | Company report | 85% |
| Alaska Air Group Inc | Company report | 85% |
| Aeternum Health Inc | Company report | 85% |
| J b Hunt Transport Services Inc | Company report | 85% |
| Chargepoint Holdings Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Best Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from Best Inc reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.
Best Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Best Inc | Freight Delivery Services Segment 65.08 % |
| Exxon Mobil Corporation | Corporate and Unallocated 0.20 % |
| Delta Air Lines Inc | Airline 87.11 % |
| J b Hunt Transport Services Inc | JBI 49.23 % |
| Dupont De Nemours Inc | Diversified Industrials 52.94 % |
| Schneider National Inc | Truckload 50.57 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Best Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Best Inc | 1,063 | 516,429 | -50,577 |
| Exxon Mobil Corporation | 742,388 | 6,357,879 | 575,414 |
| Delta Air Lines Inc | 50,519 | 697,087 | 31,932 |
| J b Hunt Transport Services Inc | 21,495 | 400,041 | 21,244 |
| Dupont De Nemours Inc | 18,189 | 313,400 | 5,600 |
| Schneider National Inc | 5,431 | 306,274 | 5,874 |
| PEERS TOTAL | 842,327 | 1,805,489 | 139,997 |
Best Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Best Inc | CN 88.62 % |
| Dupont De Nemours Inc | United States 44.47 % |
| Chargepoint Holdings Inc | United States 74.76 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Best Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Transport & Logistics industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (32 companies). See the full Transport & Logistics industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 3.01 % | 53.43 % (avg) | -50.4 pp |
| Operating Margin | -11.45 % | industry median | -17.7 pp |
| EBITDA Margin | -8.87 % | 9.38 % (avg) | -18.3 pp |
| Capital Intensity (Capex / Revenue) | 0.41 % | 5.87 % (avg) | -5.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Best Inc's Valuation vs Competitive Position
Valuation multiples vs the Transport & Logistics industry average (32 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Transport & Logistics industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 27.8x | - |
| EV / EBITDA | - | 12.7x | - |
| P/B | -66.8x | 2.9x | -69.6x |
| Return on Equity | 829.71 % | industry aggregate | 810.09 % |
| Return on Invested Capital | -64.66 % | 4.77 % (avg) | -69.43 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Best Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2021 | 2022 | 2023 |
|---|---|---|---|
| Revenue Growth | -61.00 % | -37.38 % | 4.32 % |
| Operating Margin | -12.80 % | -18.42 % | -11.45 % |
| Return on Invested Capital | -18.05 % | -19.79 % | -64.66 % |
| P/E | 12.3x | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Best Inc's Strategic Group Map
Every company in Best Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Best Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Best Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.41 % vs industry average 5.87 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Best Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Best Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Best Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Best Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Best Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Return on equity 810.1 points above the industry aggregate.
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Operating margin 17.7 points below the industry median.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-9.3% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Best Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Best Inc | 0.09 | 0.64 | - |
| Exxon Mobil Corporation | 0.13 | 1.11 | 0.17 |
| Delta Air Lines Inc | 0.14 | 0.41 | 0.70 |
| J b Hunt Transport Services Inc | 0.01 | 1.02 | 0.38 |
| Dupont De Nemours Inc | 0.62 | 2.29 | 0.28 |
| Schneider National Inc | 0.28 | 2.05 | 0.14 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Best Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Best Inc | Q4 2023 | +4.3 % | - |
| Exxon Mobil Corporation | Q2 2026 | +42.3 % | +97.5 % |
| Delta Air Lines Inc | Q3 2026 | +21.1 % | -46.6 % |
| J b Hunt Transport Services Inc | Q2 2026 | +19.4 % | +40.7 % |
| Dupont De Nemours Inc | Q2 2026 | -44.2 % | +110.0 % |
| Schneider National Inc | Q2 2026 | +10.4 % | +38.1 % |
| PEERS TOTAL | +34.3 % | +73.5 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Best Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Best Inc | Q4 2023 | -2.2 % | +2.3 % |
| Exxon Mobil Corporation | Q2 2026 | - | +3.9 % |
| Delta Air Lines Inc | Q3 2026 | +58.4 % | +21.9 % |
| J b Hunt Transport Services Inc | Q2 2026 | +37.7 % | -46.0 % |
| Dupont De Nemours Inc | Q2 2026 | +3.2 % | +52.0 % |
| Schneider National Inc | Q2 2026 | +370.8 % | +55.7 % |
Best Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Best Inc | - | - | - |
| Exxon Mobil Corporation | 7.29% | 7.92% | 12.57% |
| Delta Air Lines Inc | 3.89% | 7.46% | 15.38% |
| J b Hunt Transport Services Inc | 8.46% | 11.85% | 18.75% |
| Dupont De Nemours Inc | 0.33% | 0.36% | 0.51% |
| Schneider National Inc | 2.26% | 2.28% | 3.68% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Best Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Best Inc | - | 0.91 |
| Exxon Mobil Corporation | 22.95 | 2.01 |
| Delta Air Lines Inc | 15.30 | 0.70 |
| J b Hunt Transport Services Inc | 32.30 | 1.69 |
| Dupont De Nemours Inc | 295.47 | 3.87 |
| Schneider National Inc | 48.55 | 0.93 |
| PEERS AVERAGE | 22.73 | 1.75 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.