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Consumer Cyclical - Specialty Retail - NASDAQ - CN
$ 105.57
5.3 %
$ 147 B
Market Cap
10.53
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one PDD stock under the worst case scenario is HIDDEN Compared to the current market price of 106 USD, PDD Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one PDD stock under the base case scenario is HIDDEN Compared to the current market price of 106 USD, PDD Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one PDD stock under the best case scenario is HIDDEN Compared to the current market price of 106 USD, PDD Holdings Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS
FINANCIALS
248 B REVENUE
89.68%
58.7 B OPERATING INCOME
93.08%
60 B NET INCOME
90.33%
94.2 B OPERATING CASH FLOW
1238.87%
-55.4 B INVESTING CASH FLOW
-1609.71%
-8.96 B FINANCING CASH FLOW
-613321.42%
99.4 B REVENUE
2.36%
24.3 B OPERATING INCOME
-25.40%
25 B NET INCOME
0.00%
27.5 B OPERATING CASH FLOW
-37.15%
-16.9 B INVESTING CASH FLOW
60.35%
132 K FINANCING CASH FLOW
-81.87%
Balance Sheet PDD Holdings Inc.
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Current Assets 295 B
Cash & Short-Term Investments 217 B
Receivables 7.43 B
Other Current Assets 70.1 B
Non-Current Assets 53.3 B
Long-Term Investments 0
PP&E 5.08 B
Other Non-Current Assets 48.2 B
Current Liabilities 153 B
Accounts Payable 91.9 B
Short-Term Debt 2.29 B
Other Current Liabilities 58.7 B
Non-Current Liabilities 7.94 B
Long-Term Debt 7.88 B
Other Non-Current Liabilities 59.8 M
EFFICIENCY
Earnings Waterfall PDD Holdings Inc.
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Revenue 248 B
Cost Of Revenue 91.7 B
Gross Profit 156 B
Operating Expenses 97.2 B
Operating Income 58.7 B
Other Expenses -1.33 B
Net Income 60 B
RATIOS
62.96% GROSS MARGIN
62.96%
23.70% OPERATING MARGIN
23.70%
24.24% NET MARGIN
24.24%
32.06% ROE
32.06%
17.25% ROA
17.25%
25.38% ROIC
25.38%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis PDD Holdings Inc.
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Net Income 60 B
Depreciation & Amortization 1.89 B
Capital Expenditures -584 M
Stock-Based Compensation 7.08 B
Change in Working Capital 26.5 B
Others 16.1 B
Free Cash Flow 93.6 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets PDD Holdings Inc.
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Wall Street analysts predict an average 1-year price target for PDD of $182 , with forecasts ranging from a low of $130 to a high of $248 .
PDD Lowest Price Target Wall Street Target
130 USD 23.14%
PDD Average Price Target Wall Street Target
182 USD 72.37%
PDD Highest Price Target Wall Street Target
248 USD 134.92%
4. DIVIDEND ANALYSIS
5. COMPETITION
6. Ownership
Insider Ownership PDD Holdings Inc.
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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
Date Value Insider Amount Avg Price
7. News
PDD Holdings: Pushing Delivery Beyond Borders PDD is expanding its free delivery to Japan, Singapore, Taiwan, Korea, and Macau, enhancing its global reach and offsetting domestic market weaknesses. PDD's low-cost leadership, superior supply chain, and strong user stickiness make it a share gainer against Alibaba and JD, especially with its Temu platform. PDD's free shipping policies are more generous than competitors, but the lack of a proper return mechanism could limit broader adoption. seekingalpha.com - 1 week ago
Goldman Sachs Backs Chinese Equities as Markets React to Economic Slowdown and Tariff Concerns U.S. listed Chinese stocks, including Alibaba Group Holding BABA, Baidu, Inc BIDU, JD.com, Inc JD, PDD Holdings Inc PDD, Bilibili Inc BILI, NIO Inc NIO, XPeng Inc XPEV Li Auto Inc LI remained on investor watchlist on Monday. benzinga.com - 1 week ago
Chinese Stocks Rebound In 2024 After 3-Year Slump: 3 ETFs To Watch In 2024, Chinese stocks finally rebounded from challenges like the pandemic, property market struggles, and weak consumer confidence, ditching a three-year losing streak despite a slight dip on the final trading day. benzinga.com - 2 weeks ago
Billionaire David Tepper's Big China Bet With These 2 Stocks The biggest trend in the stock market over the past two years has been artificial intelligence, and it has a tremendous runway for growth going forward. 247wallst.com - 2 weeks ago
PDD Holdings: A Top E-Commerce Growth Play For 2025 PDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case. The company's valuation is attractive, trading at a lower price-to-earnings ratio compared to Alibaba and JD.com, despite strong top line growth. Risks include fierce competition in the Chinese e-Commerce market and a potential future slowdown in revenue growth. seekingalpha.com - 2 weeks ago
PDD Holdings Falls 33.4% in 2024: Time for a Comeback in 2025? PDD's growth slowdown, margin pressure and regulatory risks make its discounted valuation a trap. Sell before profitability further deteriorates in 2025. zacks.com - 2 weeks ago
Here is What to Know Beyond Why PDD Holdings Inc. Sponsored ADR (PDD) is a Trending Stock Zacks.com users have recently been watching PDD Holdings Inc. Sponsored ADR (PDD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. zacks.com - 2 weeks ago
Back To Fundamentals: 3 Picks For 2025 Fundamentals don't just matter - they are the only significant factors in long-term investing. Returning to fundamentals, I isolate three superior companies for 2025. Nvidia's Owner's Yield of 5.1% and full-stack product lineup, including insatiable demand for the Blackwell chip series, with Rubin coming soon, position it well for future growth. PDD's Owner's Yield of 19%, significant cash reserves, and potential recovery in Chinese foreign investment make it a compelling buy despite economic concerns. seekingalpha.com - 1 month ago
Is Trending Stock PDD Holdings Inc. Sponsored ADR (PDD) a Buy Now? PDD Holdings Inc. Sponsored ADR (PDD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. zacks.com - 1 month ago
PDD's Temu app tops U.S. iOS downloads for second year running amid greater scrutiny of China companies The latest ranking highlights the continued success Chinese apps are having in the U.S., with Bytdance's TikTok ranking third and Temu-competitor Shein coming in at number 12. Temu's success comes amid increased scrutiny by U.S. officials, which might worsen under the incoming Trump administration. cnbc.com - 1 month ago
US-Listed Chinese Stocks React To Underwhelming Consumption Data U.S. listed Chinese stocks Alibaba Group Holding. BABA, JD.com, Inc. JD and Baidu, Inc. BIDU, NIO Inc. (NYSE: NIO), Li Auto Inc. (NASDAQ: LI), and XPeng Inc. (NYSE: XPEV) stocks are trading lower on Monday. benzinga.com - 1 month ago
E-Commerce Giant PDD Looks Due For a Big Comeback in 2025 Despite explosive revenue growth in 2024, PDD's NASDAQ: PDD share price has not fared well. Shares are down 29% on the year as of the December 12 close. marketbeat.com - 1 month ago
8. Profile Summary

PDD Holdings Inc. PDD

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COUNTRY CN
INDUSTRY Specialty Retail
MARKET CAP $ 147 B
Dividend Yield 0.00%
Description PDD Holdings Inc., through its subsidiaries, operates an e-commerce platform in the People's Republic of China. It owns and operates a portfolio of businesses, including Temu, an e-commerce marketplace in the United States; and operates Pinduoduo, a mobile platform that offers a range of products, including apparel, shoes, bags, mother and childcare products, food and beverages, fresh produce, electronic appliances, furniture and household goods, cosmetics and other personal care items, sports and fitness items, and auto accessories. The company was formerly known as Pinduoduo Inc. and changed its name to PDD Holdings Inc. in February 2023. PDD Holdings Inc. was incorporated in 2015 and is headquartered in Shanghai, the People's Republic of China.
Contact No. 533 Loushanguan Road, Shanghai, 200051 https://www.pddholdings.com
IPO Date July 26, 2018
Employees 17403
Officers Ms. Jun Liu Vice President of Finance Mr. Nick Shu C.F.A. Director of Corporate Development & IR Mr. Lei Chen General Counsel, Co-Chief Executive Officer & Chairman Mr. Zhenwei Zheng Senior Vice President of Product Development Mr. Jiazhen Zhao Co-Chief Executive Officer & Executive Director Mr. Junyun Xiao Senior Vice President of Operation Xin Yi Lim Investor Relations Officers David Liu Vice President of Strategy Peng Cheng IR Director