Consumer Cyclical -
Specialty Retail - NASDAQ - IE
$ 99.33
-0.321 %
$ 141 B
Market Cap
10.68
P/E
1. INTRINSIC VALUE
Balance Sheet
PDD Holdings Inc.
| Current Assets | 416 B |
| Cash & Short-Term Investments | 332 B |
| Receivables | 12.2 B |
| Other Current Assets | 71.9 B |
| Non-Current Assets | 89.4 B |
| Long-Term Investments | 0 |
| PP&E | 5.94 B |
| Other Non-Current Assets | 83.4 B |
| Current Liabilities | 188 B |
| Accounts Payable | 92.5 B |
| Short-Term Debt | 7.42 B |
| Other Current Liabilities | 88.5 B |
| Non-Current Liabilities | 3.3 B |
| Long-Term Debt | 3.19 B |
| Other Non-Current Liabilities | 107 M |
EFFICIENCY
Earnings Waterfall
PDD Holdings Inc.
| Revenue | 394 B |
| Cost Of Revenue | 154 B |
| Gross Profit | 240 B |
| Operating Expenses | 132 B |
| Operating Income | 108 B |
| Other Expenses | -4.01 B |
| Net Income | 112 B |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
PDD Holdings Inc.
| Net Income | 112 B |
| Depreciation & Amortization | 2.64 B |
| Capital Expenditures | -967 M |
| Stock-Based Compensation | 9.88 B |
| Change in Working Capital | 6.66 B |
| Others | -20 B |
| Free Cash Flow | 121 B |
Wall Street Analysts Price Targets
PDD Holdings Inc.
Wall Street analysts predict an average 1-year price target for PDD of $164 , with forecasts ranging from
a
low of
$121 to a high of $224 .
PDD Lowest Price Target
Wall Street Target
121 USD
21.82%
PDD Average Price Target
Wall Street Target
164 USD
64.88%
PDD Highest Price Target
Wall Street Target
224 USD
125.51%
4. DIVIDEND
ANALYSIS
PDD does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
PDD Holdings Inc.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
'The Big Short' Michael Burry's Latest Moves: What Investors Are Getting Wrong
Michael Burry just sold everything and initiated major short positions. Is 'The Big Short' happening all over again? I don't think so. The story is more complex than that. Here's why.
seekingalpha.com
- 2 weeks ago
China's Shein, Temu Shift Some Focus to Europe Amid Trump Tariffs
As Donald Trump's administration's on-off trade war with China threatens the economics of retail platforms like Shein and Temu, firms are shifting resources to Europe and other markets. But tackling the complexity and bureaucracy of the European Union isn't easy.
youtube.com
- 2 weeks ago
Report: Temu Loses 58% of US Daily Users Due to Tariffs
Temu reportedly lost 58% of its eCommerce platform's daily U.S. users in May after the U.S. ended the de minimis exemption on imported goods from China on May 2. Reuters reported the drop Monday (June 2), citing data from market intelligence firm Sensor Tower.
pymnts.com
- 2 weeks ago
Temu's daily US users cut in half following end of ‘de minimis' loophole
Temu's parent, PDD Holdings, said last week that tariffs had created significant pressure for its merchants.
nypost.com
- 2 weeks ago
Retailer Temu's daily US users halve following end of 'de minimis' loophole
Daily U.S. users of PDD Holdings' global discount e-commerce platform Temu fell by 58% in May, according to market intelligence firm Sensor Tower, one of many headwinds the e-retailer is facing amid a U.S.-China trade war.
reuters.com
- 2 weeks ago
PDD Holdings Inc. Sponsored ADR (PDD) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to PDD Holdings Inc. Sponsored ADR (PDD). This makes it worthwhile to examine what the stock has in store.
zacks.com
- 2 weeks ago
UnitedHealth and 2 More Deep Value Stocks to Buy Before a Triple-Digit Rebound
Retirement can be daunting, but it doesn't need to be. Imagine having an expert in your corner to help you with your financial goals.
247wallst.com
- 3 weeks ago
PDD Holdings Q1: Resilient Growth Amid China's Macro Storm
PDD's long-term value hinges more on macro stability than near-term execution. Geopolitics will shape its trajectory. Strategic investments and balance sheet strength are clear, but regulatory tone and market sentiment remain decisive. In a favorable macro environment, PDD offers measured upside; without it, valuation compression may persist.
seekingalpha.com
- 3 weeks ago
PDD Holdings: Sell-Off Creates Big Opportunity
Pinduoduo's Q1'25 earnings missed expectations, due to U.S.-China trade tensions, but I view this as a temporary setback only. Recent tariff pauses and ongoing negotiations suggest trade relations will normalize, benefiting Pinduoduo's international growth, especially via Temu. Pinduoduo remains profitable and trades at a discount to the industry group, offering compelling long-term value, with a forward P/E below 8.0X.
seekingalpha.com
- 3 weeks ago
PDD Holdings Analysts Cut Their Forecasts After Q1 Earnings
PDD Holdings Inc. PDD posted weaker-than-expected first-quarter results on Tuesday.
benzinga.com
- 3 weeks ago
Is Michael Burry Right Betting Against the Market Again?
Most new investors are familiar with one story, which was made famous by the book “The Big Short” and eventually became a blockbuster movie. One of the main characters in this story is investor Michael Burry, a contrarian investor who bet the whole ranch on one single view that the entire market was going to crash like never before.
marketbeat.com
- 3 weeks ago
8. Profile
Summary
PDD Holdings Inc. PDD
COUNTRY
IE
INDUSTRY
Specialty Retail
MARKET CAP
$ 141 B
Dividend Yield
0.00%
Description
PDD Holdings Inc., a multinational commerce group, owns and operates a portfolio of businesses. It operates Pinduoduo, an e-commerce platform that offers products in various categories, including agricultural produce, apparel, shoes, bags, mother and childcare products, food and beverage, electronic appliances, furniture and household goods, cosmetics and other personal care, sports and fitness items and auto accessories; and Temu, an online marketplace. It focuses on bringing businesses and people into the digital economy. The company was formerly known as Pinduoduo Inc. and changed its name to PDD Holdings Inc. in February 2023. The company was incorporated in 2015 and is based in Dublin, Ireland.
Contact
25 Saint Stephens Green, Dublin, D02 XF99
https://www.pddholdings.com
IPO
Date
July 26, 2018
Employees
23465
Officers
David Liu
Vice President of Strategy
Mr. Lei Chen
General Counsel, Co-Chief Executive Officer & Chairman
Peng Cheng
IR Director
Ms. Jun Liu
Vice President of Finance
Mr. Zhenwei Zheng
Senior Vice President of Product Development
Mr. Junyun Xiao
Senior Vice President of Operation
Mr. Jiazhen Zhao
Co-Chief Executive Officer & Executive Director