Added to YB: 2025-04-22
Pitch date: 2025-04-19
CPNG [bullish]
Coupang, Inc.
+19.88%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Coupang, Inc., together with its subsidiaries, owns and operates retail business through its mobile applications and internet websites in South Korea and internationally.
Market Cap
$49.2B
Pitch Price
$21.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.33
P/E
129.59
EV/Sales
1.39
Sector
Broadline Retail
Category
growth
Coupang One Pager
CPNG: South Korea's dominant e-commerce platform with 14M households (2/3 of nation) on Rocket WOW subscription. Massive logistics moat (100+ centers, 55M sqft) powers same/next-day delivery. First to profitability after decade of investment. Expanding to Taiwan/Singapore post-Japan failure, added luxury via $500M Farfetch acquisition. High growth runway remains.
Read full article (3 min)