Added to YB: 2025-05-13
Pitch date: 2025-05-09
CPNG [neutral]
Coupang, Inc.
-3.06%
current return
Author Info
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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
$26.44
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: 1Q25 Business Update
CPNG (earnings update): Q1 product commerce gross profit +31% FX-adj; EBITDA margins up 88bps to 4.8% (vs 10% LT target); adding brands (Kiehl's, Nespresso) driving 25% growth in multi-category buyers; Taiwan selection +500%; announced $1B buyback; immune from US tariffs; core Korea still only ~10% of $500B retail TAM.
Read full article (4 min)