Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PDD
HoldFallen FavouritePDD Holdings Inc. · Consumer Cyclical · Ireland · $122.0B · Avg Vol: $505M/d
COMPANY DESCRIPTION
PDD Holdings Inc. operates a portfolio of e-commerce platforms, including Pinduoduo in China and Temu globally, offering a wide range of products at competitive prices through an interactive and gamified shopping experience. Its disruptive business model, focusing on social commerce and value-for-money, has rapidly gained market share, particularly among price-sensitive consumers. The company is a formidable player in the global internet retail space.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 19.5B | 37.0B | 58.8B | 64.5B | 49.0% | 67.3B | 69.9B | 77.7B | 9.7% |
| EPS | 13.82 | 25.59 | 47.46 | 42.45 | 45.4% | 9.26 | 40.56 | 48.84 | 7.3% |
| Shares | 1.4B | 1.4B | 1.4B | 1.4B | 0.0% | 1.4B | — | — | — |
| Debt | 2.5B | 1.5B | 1.6B | 803.2M | -31.8% | 723.0M | — | — | — |
| Equity | 17.6B | 28.0B | 46.8B | 61.7B | 52.0% | — | — | — | — |
| Op CF | 7.2B | 14.1B | 18.2B | 16.0B | 30.1% | 16.7B | — | — | — |
| Inv CF | -3.3B | -8.3B | -17.7B | -6.5B | — | — | — | — | — |
| Fin CF | 1.5M | -1.3B | 0.2M | -780.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of PDD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PDD | PDD Holdings Inc.(you) | $122.0B | 62 | Hold |
| MLB1.DE | MercadoLibre, Inc. | $99.5B | 54 | Hold |
| SEN.MX | Sea Limited | $74.6B | 57 | Hold |
| EBAY | eBay Inc. | $47.0B | 66 | Buy |
| DASH | DoorDash, Inc. | $102.6B | 42 | Hold |
| 4689.T | LY Corporation | $23.8B | 58 | Hold |
| JDCO34.SA | JD.com, Inc. | $38.7B | 45 | Hold |
| PRX.AS | Prosus N.V. | $94.0B | 22 | Sell |
| ETERNAL.NS | Eternal Limited | $31.2B | 44 | Hold |
| ALE.WA | Allegro.eu S.A. | $12.3B | 59 | Hold |
Peer medians: ROE 8.3% · P/E 17.2x · Gross margin 31.1%