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Added to YB: 2025-04-08

Pitch date: 2025-02-19

PDD [bullish]

PDD Holdings Inc.

-12.57%

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

$128.06

Price Target

N/A

Dividend

N/A

EV/EBITDA

7.93

P/E

12.01

EV/Sales

1.82

Sector

Broadline Retail

Category

growth

Show full summary:
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.

Read full article (31 min)