Professional
Added to YB: 2024-08-08
Pitch date: 2024-08-06
PDD [bullish]
PDD Holdings Inc.
-16.99%
current return
Author Info
No bio for this author
Company Info
PDD Holdings Inc., a multinational commerce group that owns and operates a portfolio of businesses. It operates Pinduoduo platform which provides various product categories, including agricultural produce, apparel, shoes, bags, mother and childcare products, food and beverages, consumer electronics, electronic appliances, furniture and household goods, cosmetics and other personal care items, sports and fitness, and auto accessories; and Temu, an online platform, which enables merchants to streamline their manufacturing and commercial operations.
Market Cap
$1.2T
Pitch Price
$134.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.93
P/E
12.01
EV/Sales
1.82
Sector
Broadline Retail
Category
value
GreenWood Investors Portfolio Holding: PDD Holdings Inc.
PDD: Culture of relentless execution penalized by market. Op cash flow up 2.5x since purchase, shares lag. Temu faces tough comps, but high-efficiency model & ultra-low prices continue to pressure market. Often labeled 'fraud' due to lack of investor communication. Undervalued vs operational performance.
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