Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PDD
HOLDPDD Holdings Inc. · Consumer Cyclical · Ireland · $117.7B · Avg Vol: $642M/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 | 19.2B | 36.5B | 58.0B | 63.6B | 49.0% | 65.2B | 70.7B | 78.9B | 11.4% |
| EPS | 13.63 | 25.24 | 46.81 | 41.88 | 45.4% | 9.71 | 39.47 | 47.78 | 6.8% |
| Shares | 1.4B | 1.4B | 1.4B | 1.4B | 0.0% | 1.4B | — | — | — |
| Debt | 2.5B | 1.5B | 1.6B | 792.2M | -31.8% | 754.4M | — | — | — |
| Equity | 17.3B | 27.6B | 46.1B | 60.9B | 52.0% | — | — | — | — |
| Op CF | 7.1B | 13.9B | 18.0B | 15.8B | 30.1% | 15.9B | — | — | — |
| Inv CF | -3.3B | -8.2B | -17.4B | -6.4B | — | — | — | — | — |
| Fin CF | 1.5M | -1.3B | 0.2M | -769.9M | — | — | — | — | — |
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) | $117.7B | 40 | HOLD |
| MELI | MercadoLibre, Inc. | $91.3B | 40 | HOLD |
| SEN.MX | Sea Limited | $55.6B | 39 | HOLD |
| DASH.MX | DoorDash, Inc. | $79.1B | 31 | SELL |
| PRX.JO | Prosus N.V. | $90.8B | 27 | SELL |
| JD | JD.com, Inc. | $40.8B | 37 | HOLD |
| 9988.HK | Alibaba Group Holding Limited | $219.2B | 26 | SELL |
| NPN.JO | Naspers Limited | $36.8B | 45 | HOLD |
| 4689.T | LY Corporation | $17.4B | 42 | HOLD |
| 3690.HK | Meituan | $50.6B | 16 | STRONG SELL |
Peer medians: ROE 7.8% · P/E 17.1x · Gross margin 30.2%