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Consumer Defensive - Grocery Stores - NYSE - CN
$ 2.045
-2.87 %
$ 443 M
Market Cap
10.68
P/E
1. INTRINSIC VALUE

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

The intrinsic value of one DDL stock under the worst case scenario is HIDDEN Compared to the current market price of 2.04 USD, Dingdong (Cayman) Limited is HIDDEN

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

The intrinsic value of one DDL stock under the base case scenario is HIDDEN Compared to the current market price of 2.04 USD, Dingdong (Cayman) Limited is HIDDEN

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

The intrinsic value of one DDL stock under the best case scenario is HIDDEN Compared to the current market price of 2.04 USD, Dingdong (Cayman) Limited is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart DDL

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$4.5$4.5$4.0$4.0$3.5$3.5$3.0$3.0$2.5$2.5$2.0$2.0$1.5$1.515 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '25
FINANCIALS
23.1 B REVENUE
15.50%
215 M OPERATING INCOME
264.89%
304 M NET INCOME
433.48%
929 M OPERATING CASH FLOW
495.99%
476 M INVESTING CASH FLOW
-8.44%
-1.72 B FINANCING CASH FLOW
-84.49%
5.91 B REVENUE
-9.68%
61.5 M OPERATING INCOME
-44.35%
89.2 M NET INCOME
0.00%
191 M OPERATING CASH FLOW
-52.00%
-159 M INVESTING CASH FLOW
54.93%
-49.7 M FINANCING CASH FLOW
75.17%
Balance Sheet Dingdong (Cayman) Limited
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Current Assets 5.37 B
Cash & Short-Term Investments 4.45 B
Receivables 198 M
Other Current Assets 717 M
Non-Current Assets 1.75 B
Long-Term Investments 0
PP&E 1.64 B
Other Non-Current Assets 111 M
62.51 %2.79 %10.08 %23.06 %Total Assets$7.1b
Current Liabilities 5.27 B
Accounts Payable 1.66 B
Short-Term Debt 2.25 B
Other Current Liabilities 1.36 B
Non-Current Liabilities 923 M
Long-Term Debt 780 M
Other Non-Current Liabilities 143 M
26.81 %36.27 %22.01 %12.59 %Total Liabilities$6.2b
EFFICIENCY
Earnings Waterfall Dingdong (Cayman) Limited
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Revenue 23.1 B
Cost Of Revenue 16.1 B
Gross Profit 6.95 B
Operating Expenses 6.73 B
Operating Income 215 M
Other Expenses -89.8 M
Net Income 304 M
25b25b20b20b15b15b10b10b5b5b0023b(16b)7b(7b)215m90m304mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
30.11% GROSS MARGIN
30.11%
0.93% OPERATING MARGIN
0.93%
1.28% NET MARGIN
1.28%
36.95% ROE
36.95%
4.15% ROA
4.15%
4.98% ROIC
4.98%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Dingdong (Cayman) Limited
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1b1b00(1b)(1b)(2b)(2b)(3b)(3b)(4b)(4b)(5b)(5b)(6b)(6b)(7b)(7b)202020202021202120222022202320232024202420252025
Net Income 304 M
Depreciation & Amortization 115 M
Capital Expenditures -98.2 M
Stock-Based Compensation 118 M
Change in Working Capital 378 M
Others 254 M
Free Cash Flow 831 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Dingdong (Cayman) Limited
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DDL has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
5. COMPETITION
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6. Ownership
Insider Ownership Dingdong (Cayman) Limited
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Sold
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9-12 MONTHS
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Bought
0 USD 0
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9-12 MONTHS
7. News
Dingdong: Steady Growth Amid Margin Pressure, Waiting For Better Entry Point We rate DDL a HOLD due to full valuation, rising competition, and more attractive alternatives in JD and Meituan at similar multiples. DDL's strengths include solid GMV growth, positive operating metrics, and a strong balance sheet, but margin pressure from higher fulfillment costs is a concern. The company's 4G strategy and international expansion via Gu Yu offer potential upside, but execution risk and market maturity remain challenges. seekingalpha.com - 2 weeks ago
Dingdong (Cayman) Limited (DDL) Q1 2025 Earnings Call Transcript Dingdong (Cayman) Limited (NYSE:DDL ) Q1 2025 Earnings Conference Call May 16, 2025 8:00 AM ET Company Participants Nicky Zheng – Director-Investor Relations Changlin Liang – Founder and Chief Executive Officer Song Wang – Chief Financial Officer Conference Call Participants Thomas Chong – Jefferies Yang Bai – CICC Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by, and welcome to the Dingdong Limited First Quarter 2025 Earnings Conference Call. seekingalpha.com - 1 month ago
Dingdong (Cayman) Limited Announces First Quarter 2025 Financial Results SHANGHAI , May 16, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced its unaudited financial results for the quarter ended March 31, 2025. First Quarter 2025 Highlights:  GMV for the first quarter of 2025 increased by 7.9% year over year to RMB5,960.7 million (US$821.4 million) from RMB5,525.1 million in the same quarter of 2024, positive year-on-year growth for five straight quarters. prnewswire.com - 1 month ago
Dingdong to Report First Quarter 2025 Financial Results on May 16, 2025 SHANGHAI , May 13, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced that it will report its unaudited financial results for the first quarter ended March 31, 2025, before U.S. markets open on May 16, 2025. The Company will hold an earnings conference call at 8:00 A.M. prnewswire.com - 1 month ago
Dingdong Files Its Annual Report on Form 20-F SHANGHAI , April 21, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced that it filed its Annual Report on Form 20-F for the fiscal year ended December 31, 2024 with the Securities and Exchange Commission on April 21, 2025. The Annual Report can be accessed on the Company's investor relations website at https://ir.100.me. prnewswire.com - 1 month ago
Dingdong (Cayman) Limited (DDL) Q4 2024 Earnings Call Transcript Dingdong (Cayman) Limited (NYSE:DDL ) Q4 2024 Results Conference Call March 6, 2025 7:00 AM ET Company Participants Nicky Zheng - Director-Investor Relations Changlin Liang - Founder and Chief Executive Officer Song Wang - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies Yuhan Liu - CICC Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by, and welcome to the Dingdong Limited Fourth Quarter 2024 Earnings Conference Call. seekingalpha.com - 3 months ago
Dingdong Q4: Good End To The Year With Many Positives Going Into 2025 Dingdong (Cayman) Limited reported Q4 sales of $809m, with a positive market reaction and shares up 12.5%, driven by improved profitability and optimistic, albeit vague, guidance. The company has a strong balance sheet with $609m in liquidity, supporting potential aggressive expansion in China and possibly internationally. Dingdong's focus on expanding its user base and ARPU, along with developing higher-margin private-label products, indicates a promising growth trajectory. seekingalpha.com - 3 months ago
Dingdong (Cayman) Limited Announces Fourth Quarter 2024 Financial Results SHANGHAI , March 6, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced its unaudited financial results for the quarter ended December 31, 2024. Fourth Quarter 2024 Highlights: GMV for the fourth quarter of 2024 increased by 18.4% year over year to RMB6,546.6 million (US $896.9 million) from RMB5,530.3 million in the same quarter of 2023. prnewswire.com - 3 months ago
Dingdong Announces US$20.0 Million Share Repurchase Program SHANGHAI , March 6, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), leading fresh grocery e-commerce company in China, today announced that its board of directors has authorized a share repurchase program under which the Company may repurchase up to US$20.0 million of its shares over a period until March 5, 2026. The Company's proposed repurchases may be made from time to time on the open market at prevailing market prices, in privately negotiated transactions, in block trades and/or through other legally permissible means, depending on market conditions and in accordance with applicable rules and regulations. prnewswire.com - 3 months ago
Dingdong to Report Fourth Quarter 2024 Financial Results on March 6, 2025 SHANGHAI , March 3, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced that it will report its unaudited financial results for the fourth quarter ended December 31, 2024, before U.S. markets open on March 6, 2025. The Company will hold an earnings conference call at 7:00 A.M. prnewswire.com - 3 months ago
Dingdong: Turning Positive With Profit Beat And Favorable Prospects (Rating Upgrade) Dingdong's Q3 2024 net income was +5% above consensus, as its revenue grew +27% YoY and its operating margin improved by +186 basis points YoY for the recent quarter. DDL's financial outlook for Q4 2024 and FY 2024 is positive, considering expectations of an increase in new frontline fulfillment station openings and an improvement in operating efficiency. I raise my rating for DDL to a Buy, taking into account its performance, prospects, and valuations. seekingalpha.com - 7 months ago
Dingdong (Cayman) Limited Announces Third Quarter 2024 Financial Results SHANGHAI , Nov. 6, 2024 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced its unaudited financial results for the quarter ended September 30, 2024. Third Quarter 2024 Highlights: GMV for the third quarter of 2024 increased by 28.3% year over year to RMB7,267.0 million (US$1,035.5 million) from RMB5,665.4 million in the same quarter of 2023. prnewswire.com - 7 months ago
8. Profile Summary

Dingdong (Cayman) Limited DDL

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COUNTRY CN
INDUSTRY Grocery Stores
MARKET CAP $ 443 M
Dividend Yield 0.00%
Description Dingdong (Cayman) Limited operates an e-commerce company in China. The company offers fresh produce, meat, seafood, prepared food, and other food products, such as dairy and bakery products, snacks, oil, seasonings, and beverages. It operates as a self-operated online retail business primarily through Dingdong Fresh. The company was founded in 2017 and is headquartered in Shanghai, China.
Contact Building 6, Shanghai, 200125 https://www.100.me
IPO Date June 29, 2021
Employees 3120
Officers Mr. Xu Zhijian Chief Merchandising Officer Mr. Jiang Xu Chief Technology Officer Mr. Ding Yi Chief Operating Officer & Director Mr. Liang Changlin Founder, Chief Executive Officer & Director Mr. Song Wang Chief Financial Officer & Director