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Consumer Cyclical - Specialty Retail - NASDAQ - IE
$ 103.59
-0.365 %
$ 144 B
Market Cap
11.11
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one PDD stock under the worst case scenario is HIDDEN Compared to the current market price of 104 USD, PDD Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one PDD stock under the base case scenario is HIDDEN Compared to the current market price of 104 USD, PDD Holdings Inc. is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one PDD stock under the best case scenario is HIDDEN Compared to the current market price of 104 USD, PDD Holdings Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart PDD

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$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$90.0$85.0$85.015 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '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%
95.7 B REVENUE
-13.51%
16.1 B OPERATING INCOME
-37.15%
14.7 B NET INCOME
-46.29%
15.5 B OPERATING CASH FLOW
-47.48%
-6.38 B INVESTING CASH FLOW
79.10%
219 K FINANCING CASH FLOW
-20.07%
Balance Sheet PDD Holdings Inc.
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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
65.65 %14.24 %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 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
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 $164 , with forecasts ranging from a low of $121 to a high of $224 .
PDD Lowest Price Target Wall Street Target
121 USD 16.81%
PDD Average Price Target Wall Street Target
164 USD 58.10%
PDD Highest Price Target Wall Street Target
224 USD 116.24%
Price
Max Price Target
Min Price Target
Average Price Target
2402402202202002001801801601601401401201201001008080Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26Jul '26Jul '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
3 Growth Stocks That Could Skyrocket in 2025 and Beyond With the market hovering near its all-time highs, it might seem like the right time to pivot from high-growth stocks toward more conservative value plays. That would be a prudent move, but investors who hastily ditch all of their growth stocks could miss out on some big long-term gains. fool.com - 1 week ago
MELI vs. PDD: Which E-Commerce Stock Has More Upside Potential? MercadoLibre gains momentum with rising market share and engagement, while PDD Holdings faces margin pressure amid fierce competition. zacks.com - 1 week ago
Is the Options Market Predicting a Spike in PDD Holdings Stock? Investors need to pay close attention to PDD stock based on the movements in the options market lately. zacks.com - 1 week ago
PDD Holdings: Still A Buy Despite The Tariff Storm I reiterate my buy rating on PDD, despite recent underperformance and a challenging Q1, due to its low valuation and strong free cash flow yield. PDD faces headwinds from tariffs, the loss of the de minimis exemption, and increased competition, but profitability remains robust and EPS growth is expected in 2026. Valuation remains attractive: even with reduced EPS estimates, PDD trades at a low multiple, making it cheap relative to peers and its own fundamentals. seekingalpha.com - 2 weeks ago
Brokers Suggest Investing in PDD Holdings Inc. Sponsored ADR (PDD): Read This Before Placing a Bet Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? zacks.com - 2 weeks ago
Here is What to Know Beyond Why PDD Holdings Inc. Sponsored ADR (PDD) is a Trending Stock 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 - 3 weeks ago
PDD Holdings' Next Growth Engine: Trading Profit For Ecosystem, Technology For Efficiency PDD Holding's Q1 2025 results missed revenue and profit expectations for the third consecutive quarter, raising concerns about growth sustainability and international strategy. Despite revenue headwinds, GMV and user engagement remain strong, driven by aggressive subsidies and pragmatic AI investments focused on efficiency and platform stickiness. Heavy marketing spends and a shift to an ecosystem-first strategy support long-term merchant and user health, but near-term profitability and global expansion face significant risks. seekingalpha.com - 3 weeks ago
Chinese Stocks and American Exchanges Head for a Breakup A delisting push is adding to the unraveling of Wall Street's love affair with China Inc. wsj.com - 3 weeks ago
Very bad news for PDD Holdings stock price The PDD Holdings stock price remains in a bear market after falling by over 23% from its highest point since March this year. It was trading at $102.25 on Friday, also down by 37% from the highest level in 2024. invezz.com - 3 weeks ago
China Market Movers: MCHI, PDD, BIDU Show Bullish Trends Today's financial markets are less welcoming to new capital than they used to be, as every week of 2025 has delivered wave after wave of uncertainty for investors. In the first quarter, both participants and the economy as a whole had to contend with the implications of Liberation Day in April 2025, when President Trump introduced new trade tariffs to be implemented with most of the United States' trading partners. marketbeat.com - 4 weeks ago
Alibaba, PDD Stocks Climb As China's Retail Sector Gains Despite US Tariffs Chinese e-commerce giants Alibaba Group Holding Ltd. BABA and PDD Holdings, Inc. PDD saw their shares rise on Monday after China reported a stronger-than-expected jump in retail sales. benzinga.com - 4 weeks ago
Temu Attacks Remind Us U.S. Politicians Were Never Stopping At TikTok Temu is a low-cost online marketplace that has had the temerity to achieve popularity with American buyers while also being Chinese. In response to Temu's achievements in the world's most competitive consumer market, Nebraska attorney general Mike Hilgers has filed a complaint that Temu installs “malware” of some kind that gives the company access to “sensitive information. forbes.com - 1 month ago
8. Profile Summary

PDD Holdings Inc. PDD

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COUNTRY IE
INDUSTRY Specialty Retail
MARKET CAP $ 144 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