Added to YB: 2025-04-08
Pitch date: 2025-02-19
PDD [bullish]
PDD Holdings Inc.
-35.66%
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. The company operates Pinduoduo platform, which provides various product categories and interactive shopping experiences; and Temu, an online platform, which enables merchants to streamline their manufacturing and commercial operations.
Market Cap
$801.2B
Pitch Price
$128.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.70
P/E
8.72
EV/Sales
0.84
Sector
Broadline Retail
Category
growth
PDD Holdings Inc. - $PDD
PDD: Disruptive e-commerce leader w/ 20% GMV share, 63% YoY rev growth. Unique social+C2M model drives high frequency (115x/yr), low costs. Main app 50%+ EBIT margin. DDG profitable FY24. Temu scaling rapidly, $10B GMV target. Ad take-rate to reach 4.2% by FY25. 23.7% NPAT CAGR FY23-25.
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