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 476,460M 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 (-8.7%) 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 $1.79M 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 an SEC filing; 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 |
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 7.9% 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 0.05 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 | - | - | - | - |
| Competitors combined (9) | ||||
| High-Confidence Competitors (5) |
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
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Aeternum Health Inc | 282.9% | Outperformed |
| 2 | Dupont De Nemours Inc | 282.9% | Outperformed |
| 3 | J b Hunt Transport Services Inc | 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 | 678,400.22 | 368,757.00 |
| Delta Air Lines Inc | 55,291.74 | 68,287.00 |
| J b Hunt Transport Services Inc | 21,463.99 | 12,701.31 |
| Dupont De Nemours Inc | 17,918.06 | 4,701.00 |
| Schneider National Inc | 5,558.08 | 5,819.20 |
| SUBTOTAL | 784,588.37 | 477,631.29 |
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Sources: Best Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings 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 SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Onfolio Holdings Inc | Named by the company | 85% |
| DEPPON Logistics | Named by the company | 85% |
| STO Express | Named by the company | 85% |
| Kingfish Holding Corporation | Named by the company | 85% |
| ANE Logistics | Named by the company | 85% |
| Kerry Express | Named by the company | 85% |
| ZTO Express | Named by the company | 85% |
| J&T Express | Named by the company | 85% |
| YTO Express | Named by the company | 85% |
| Marriott International Inc | Named by the company | 85% |
| Annto Logistics | Named by the company | 85% |
| P.G. Logistics | Named by the company | 85% |
| Innsuites Hospitality Trust | Named by the company | 85% |
| JD Logistics | Named by the company | 85% |
| YUNDA | Named by the company | 85% |
| Schneider National Inc | Named by the company | 85% |
| Delta Air Lines Inc | Named by the company | 85% |
| Alaska Air Group Inc | Named by the company | 85% |
| Aeternum Health Inc | Named by the company | 85% |
| J b Hunt Transport Services Inc | Named by the company | 85% |
| Chargepoint Holdings Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Best Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. 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 89.42 % |
| 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 SEC filings (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 | -55,481 |
| Exxon Mobil Corporation | 678,400 | 6,357,879 | 575,414 |
| Delta Air Lines Inc | 55,292 | 662,981 | 38,350 |
| J b Hunt Transport Services Inc | 21,464 | 400,041 | 21,244 |
| Dupont De Nemours Inc | 17,918 | 313,400 | 5,600 |
| Schneider National Inc | 5,558 | 306,274 | 5,874 |
| PEERS TOTAL | 783,525 | 1,792,274 | 142,484 |
Best Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. 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 SEC filings (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 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
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
No rule matched.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-8.7% 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 | 0.15 | 0.41 | 0.73 |
| 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 | Q2 2026 | +18.7 % | -24.7 % |
| 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 | +33.9 % | +69.4 % |
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 | Q2 2026 | +57.5 % | +20.6 % |
| 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 | 4.76% | 9.97% | 19.30% |
| 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 | 20.97 | 1.84 |
| Delta Air Lines Inc | 13.94 | 0.81 |
| J b Hunt Transport Services Inc | 32.25 | 1.69 |
| Dupont De Nemours Inc | 291.07 | 3.81 |
| Schneider National Inc | 49.69 | 0.96 |
| PEERS AVERAGE | 20.78 | 1.64 |
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.
