Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
DDL
BUYREMOVEGet insider-trade alertsDingdong (Cayman) Limited · Consumer Defensive · China · $418M · Avg Vol: $1M/d
Dingdong is a Chinese e-grocery platform operating in a highly competitive, low-margin industry. It lacks a durable economic moat and is highly vulnerable to consumer spending slowdowns in China.
COMPANY DESCRIPTION
Dingdong (Cayman) Limited operates an on-demand e-commerce platform in China, specializing in the rapid delivery of fresh groceries and daily essentials. The company utilizes a self-operated frontline fulfillment station model, which provides a competitive advantage in delivery speed and product quality control. It stands as a prominent player in China's highly competitive quick-commerce grocery sector, focusing on supply chain efficiency.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.6B | 2.9B | 3.4B | 3.6B | 0.2% |
| EPS | -0.55 | -0.07 | 0.20 | 0.15 | -25.3% |
| Shares | 324.5M | 354.3M | 354.3M | 354.3M | +9.2% |
| Debt | 826.2M | 666.0M | 445.8M | 358.4M | -24.3% |
| Equity | 45.7M | 56.3M | 117.6M | 153.3M | 49.7% |
| Op CF | 12.9M | -34.6M | 136.8M | 78.9M | 83.0% |
| Inv CF | -6.9M | 76.5M | 70.0M | 63.3M | — |
| Fin CF | 163.8M | -137.6M | -253.9M | -109.5M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of DDL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| DDL | Dingdong (Cayman) Limited(you) | $418M | 80 | BUY |
| 3686.HK | Clifford Modern Living Holdings Limited | $89M | 100 | STRONG BUY |
| 603866.SS | Toly Bread Co.,Ltd. | $872M | 33 | SELL |
| 2429.HK | Beijing UBOX Online Technology Corp. | $321M | 20 | STRONG SELL |
| 601116.SS | Sanjiang Shopping Club Co.,Ltd | $801M | 7 | STRONG SELL |
| 6868.HK | Tenfu (Cayman) Holdings Company Limited | $366M | 83 | STRONG BUY |
| 9676.HK | Shiyue Daotian Group Co., Ltd. | $496M | 75 | BUY |
| 1851.HK | China Gingko Education Group Company Limited | $461M | 70 | BUY |
| 2517.HK | Guoquan Food (Shanghai) Co., Ltd. | $582M | 87 | STRONG BUY |
| 1890.HK | China Kepei Education Group Limited | $206M | 79 | BUY |
Peer medians: ROE 8.5% · P/E 19.8x · Gross margin 33.4%