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Consumer Cyclical - Specialty Retail - NASDAQ - IE
$ 100.01
-4.03 %
$ 34.7 B
Market Cap
9.57
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PDD stock under the worst case scenario is HIDDEN Compared to the current market price of 100 USD, PDD Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PDD stock under the base case scenario is HIDDEN Compared to the current market price of 100 USD, PDD Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one PDD stock under the best case scenario is HIDDEN Compared to the current market price of 100 USD, PDD Holdings Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart PDD

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$140.0$140.0$135.0$135.0$130.0$130.0$125.0$125.0$120.0$120.0$115.0$115.0$110.0$110.0$105.0$105.0$100.0$100.0$95.0$95.0$90.0$90.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
394 B REVENUE
59.04%
108 B OPERATING INCOME
84.71%
112 B NET INCOME
87.31%
122 B OPERATING CASH FLOW
29.49%
-118 B INVESTING CASH FLOW
-113.52%
1.16 M FINANCING CASH FLOW
100.01%
111 B REVENUE
11.33%
25.6 B OPERATING INCOME
5.35%
27.4 B NET INCOME
0.00%
29.5 B OPERATING CASH FLOW
7.36%
-30.5 B INVESTING CASH FLOW
-80.76%
274 K FINANCING CASH FLOW
107.58%
Balance Sheet PDD Holdings Inc.
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Current Assets 416 B
Cash & Short-Term Investments 332 B
Receivables 11.2 B
Other Current Assets 72.8 B
Non-Current Assets 89.4 B
Long-Term Investments 0
PP&E 5.94 B
Other Non-Current Assets 83.4 B
65.65 %14.42 %16.52 %Total Assets$505.0b
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
48.23 %3.87 %46.19 %Total Liabilities$191.7b
EFFICIENCY
Earnings Waterfall PDD Holdings Inc.
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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
400b400b350b350b300b300b250b250b200b200b150b150b100b100b50b50b00394b(154b)240b(132b)108b4b112bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
60.92% GROSS MARGIN
60.92%
27.53% OPERATING MARGIN
27.53%
28.55% NET MARGIN
28.55%
35.89% ROE
35.89%
22.26% ROA
22.26%
28.35% ROIC
28.35%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis PDD Holdings Inc.
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140b140b120b120b100b100b80b80b60b60b40b40b20b20b00201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 112 B
Depreciation & Amortization 786 M
Capital Expenditures 0
Stock-Based Compensation 9.88 B
Change in Working Capital 0
Others -389 M
Free Cash Flow 122 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 $185 , with forecasts ranging from a low of $130 to a high of $248 .
PDD Lowest Price Target Wall Street Target
130 USD 29.99%
PDD Average Price Target Wall Street Target
185 USD 85.18%
PDD Highest Price Target Wall Street Target
248 USD 147.98%
Price
Max Price Target
Min Price Target
Average Price Target
2602602402402202202002001801801601601401401201201001008080May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 8
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
7. News
China Hit With 54% "Reciprocal Tariff" Rate Following Trump Address. 3 Things Pinduoduo Stock Investors Should Know Stocks plunged on Thursday in response to President Donald Trump's "reciprocal tariffs." fool.com - 2 weeks ago
Chinese stocks sink as trade tensions escalate Chinese stocks experienced significant declines on Friday as trade tensions between the US and China escalated.   The downturn was triggered by China's move to impose retailiatory tariffs on the US. proactiveinvestors.com - 2 weeks ago
PDD vs. JD: Which Chinese E-Commerce Stock Is the Better Buy? JD.com offers expanding margins, stronger valuation and stable returns, making it the preferred Chinese e-commerce play over PDD Holdings' uncertain growth strategy. zacks.com - 2 weeks ago
PDD Holdings Inc. Sponsored ADR (PDD) is Attracting Investor Attention: Here is What You Should Know 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
Cheap Shein and Temu Finds Are History. This Import Loophole Is Now Closed. The so-called ‘de minimis' rule has long allowed items under $800 to be shipped free of tariffs and inspections to the U.S. barrons.com - 2 weeks ago
Amazon Stock Slides On Trump Tariff Plan. Temu Parent Stock Stung By End Of Trade Exemption. Amazon stock and other e-commerce players slid Thursday morning amid a market rout on President Trump's tariff plan. The post Amazon Stock Slides On Trump Tariff Plan. investors.com - 2 weeks ago
Pinduoduo to Invest More Than $13 Billion Over Three Years to Support Merchants The Chinese bargain shopping platform plans to allocate over 100 billion yuan in capital, traffic and other resources to strengthen its e-commerce ecosystem and support merchants. wsj.com - 2 weeks ago
Pinduoduo to invest $13.7 billion to transform, upgrade merchants Chinese e-commerce platform Pinduoduo, which is owned by PDD Holdings , will invest 100 billion yuan ($13.7 billion)over the next three years in transforming and upgrading platform merchants, Pinduoduo said on Thursday. reuters.com - 2 weeks ago
PDD Holdings: Extraordinarily Cheap PDD Holdings reported strong Q4 earnings with a 24% Y/Y revenue growth rate, driven by the success of its Temu platform in overseas markets. Temu's growth has significantly boosted PDD's revenue growth and gross profits, making it the most profitable Chinese large-cap with a 57% gross profit margin. Temu is expected to continue to expand rapidly, which should continue to lead to above-average top-line growth for Pinduoduo. seekingalpha.com - 2 weeks ago
PDD Stock Eyes Golden Cross As Temu's Growth Battle Heats Up PDD Holdings Inc. PDD, the parent company of Temu, is flirting with a bullish technical setup despite recent selling pressure. benzinga.com - 2 weeks ago
Analysts Say These 4 Low P/E Consumer Cyclical Stocks Are Buys Concerns over tariffs and their effects on raw materials and consumer pricing are continuing to rock American stock markets. The S&P 500 is down 2% so far in 2025, putting the major index on track to document its first quarterly loss since June 2023. marketbeat.com - 2 weeks ago
These Top-Performing Nasdaq Stocks Are Still Cheap The stock market has had a shaky start to the year. The tech-centric Nasdaq Composite (^IXIC -2.70%) is down 7% year to date at the time of this writing. fool.com - 3 weeks ago
8. Profile Summary

PDD Holdings Inc. PDD

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COUNTRY IE
INDUSTRY Specialty Retail
MARKET CAP $ 34.7 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 17403
Officers Mr. Junyun Xiao Senior Vice President of Operation David Liu Vice President of Strategy Ms. Jun Liu Vice President of Finance Xin Yi Lim Investor Relations Officers Mr. Nick Shu C.F.A. Director of Corporate Development & IR Mr. Zhenwei Zheng Senior Vice President of Product Development Peng Cheng IR Director Mr. Lei Chen General Counsel, Co-Chief Executive Officer & Chairman Mr. Jiazhen Zhao Co-Chief Executive Officer & Executive Director