-3.02%
15.50%
-7.17%
-12.17%
-10.18%
93.65%
212.69%
AI Spotlight on PDD
Company 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.
Market Data
| Last Price | 111.91 |
| Change Percentage | -3.02% |
| Open | 114 |
| Previous Close | 115.4 |
| Market Cap ( Millions) | 155417 |
| Volume | 6655137 |
| Year High | 164.69 |
| Year Low | 88.01 |
| M A 50 | 102.74 |
| M A 200 | 123.07 |
Financial Ratios
| FCF Yield | 11.42% |
| Dividend Yield | 0.00% |
| ROE | 46.15% |
| Debt / Equity | 3.68% |
| Net Debt / EBIDTA | -49.74% |
| Price To Book | 16.15 |
| Price Earnings Ratio | 41.55 |
| Price To FCF | 8.76 |
| Price To sales | 3.03 |
| EV / EBITDA | 9.68 |
News
- Feb -01 - EU to make Temu, Shein and Amazon liable for 'unsafe' goods, FT reports
- Jan -23 - PDD Holdings Inc. Sponsored ADR (PDD) Laps the Stock Market: Here's Why
- Jan -21 - Billionaire David Tepper Bought These 3 Cheap Stocks
- Jan -14 - US Listed Chinese Stocks Rally on Strong Trade Data, Central Bank Support, Goldman Forecasts 20% Growth
- Jan -14 - Bioptimus Hits $76M Funding Milestone and Prepares to Launch Groundbreaking Foundation Model for Biology
- Jan -11 - Should You Forget BigBear.ai and Buy These 2 Millionaire-Maker Stocks Instead?
- Jan -07 - PDD Holdings: Pushing Delivery Beyond Borders
- Jan -06 - Goldman Sachs Backs Chinese Equities as Markets React to Economic Slowdown and Tariff Concerns
- Jan -03 - Chinese Stocks Rebound In 2024 After 3-Year Slump: 3 ETFs To Watch
- Jan -02 - Billionaire David Tepper's Big China Bet With These 2 Stocks
- Dec -31 - PDD Holdings: A Top E-Commerce Growth Play For 2025
- Dec -30 - PDD Holdings Falls 33.4% in 2024: Time for a Comeback in 2025?
- Dec -18 - Back To Fundamentals: 3 Picks For 2025
- Dec -17 - PDD's Temu app tops U.S. iOS downloads for second year running amid greater scrutiny of China companies
- Dec -16 - US-Listed Chinese Stocks React To Underwhelming Consumption Data
- Dec -16 - E-Commerce Giant PDD Looks Due For a Big Comeback in 2025
- Dec -12 - US-Listed Chinese Stocks Give Up Gains In Anticipation Of More Stimulus
- Dec -12 - PDD Holdings: Great Business, Big Potential, Low Valuation
- Dec -10 - US Stocks Likely To Open Lower As Traders Await Slew Of Data: US-Listed Chinese Stocks In Focus Following Stimulus Pledge
- Dec -09 - US Listed Chinese Stocks Jump On China's Stimulus Measures, Looser Monetary Policy Assurances
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Online Marketing Services and Others
Expected Growth : 25.1 %
What the company do ?
PDD Holdings Inc.'s Online Marketing Services and Others segment offers online advertising, data analytics, and other value-added services to merchants and brands on its e-commerce platforms.
Why we expect these perspectives ?
Growing e-commerce adoption, increasing demand for data analytics, and rising online advertising spend in China drive growth in PDD Holdings' Online Marketing Services and Others segment.
Segment n°2 -> Transaction Services
Expected Growth : 34.4 %
What the company do ?
PDD Holdings' Transaction Services enable seamless payment processing, order management, and logistics integration for merchants on its e-commerce platforms.
Why we expect these perspectives ?
Growing e-commerce adoption, increasing online payment penetration, and PDD Holdings' expanding merchant base drive transaction services growth, with a focus on seamless payment processing, order management, and logistics integration.
Pdd Holdings Inc. Products
| Product Range | What is it ? |
|---|---|
| Pinduoduo | A social e-commerce platform that offers a wide range of products at competitive prices, with a focus on social sharing and interactive shopping experiences. |
| Duoduo Grocery | A grocery shopping platform that offers fresh produce, meat, dairy products, and other daily essentials, with same-day or next-day delivery. |
| Temu | A cross-border e-commerce platform that connects consumers with merchants from around the world, offering a wide range of products at competitive prices. |
| PDD Digital | A digital payment and financial services platform that offers payment processing, online lending, and other financial services to individuals and businesses. |
| PDD Logistics | A logistics and supply chain management platform that provides warehousing, transportation, and delivery services to merchants and businesses. |
PDD Holdings Inc.'s Porter Forces
Threat Of Substitutes
PDD Holdings Inc., the parent company of Pinduoduo, faces moderate threat from substitutes. While there are other e-commerce platforms in China, Pinduoduo's unique social e-commerce model and focus on value-for-money products differentiate it from competitors.
Bargaining Power Of Customers
PDD Holdings Inc. faces high bargaining power from customers. As a platform that relies heavily on customer engagement and retention, Pinduoduo must constantly innovate and offer competitive prices and services to meet customer demands.
Bargaining Power Of Suppliers
PDD Holdings Inc. has relatively low bargaining power from suppliers. As a large e-commerce platform, Pinduoduo has the scale and negotiating power to secure favorable terms with suppliers.
Threat Of New Entrants
PDD Holdings Inc. faces low threat from new entrants. The Chinese e-commerce market is highly competitive, and new entrants would need significant resources and expertise to compete with established players like Pinduoduo.
Intensity Of Rivalry
PDD Holdings Inc. operates in a highly competitive industry, with intense rivalry among e-commerce platforms in China. Pinduoduo must continually innovate and invest in marketing and technology to maintain its market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 5.15% |
| Debt Cost | 4.24% |
| Equity Weight | 94.85% |
| Equity Cost | 7.06% |
| WACC | 6.92% |
| Leverage | 5.43% |
PDD Holdings Inc. : Quality Control
PDD Holdings Inc. passed 8 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| NHTC | Natural Health Trends Corp., a direct-selling and e-commerce company, provides personal care, wellness, and lifestyle products under the NHT Global brand. The company offers wellness products, including liquid, encapsulated, tableted, … |
| CPNG | Coupang, Inc. owns and operates in e-commerce business through its mobile applications and Internet websites primarily in South Korea. It operates through two segments, Product Commerce and Growth Initiatives. The … |
| 690D.DE | Haier Smart Home Co., Ltd. engages in the research, development, production, and sale of smart home appliances in Asia, Europe, the United States, Australia, Africa, and internationally. The company operates … |
| AZO | AutoZone, Inc. retails and distributes automotive replacement parts and accessories. The company offers various products for cars, sport utility vehicles, vans, and light trucks, including new and remanufactured automotive hard … |
| TSCO | Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company offers a selection of merchandise, including equine, livestock, pet, and small animal products necessary for … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Haier Smart Home
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1-Year Total Return ->
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Natural Health Trends
A-Score
1-Year Total Return ->
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AutoZone
A-Score
1-Year Total Return ->
4
Coupang
A-Score
1-Year Total Return ->
5
PDD
A-Score
1-Year Total Return ->
6
