Added to YB: 2025-08-11
Pitch date: 2025-08-07
CPNG [neutral]
Coupang, Inc.
-12.86%
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
$27.92
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: 2Q25 Business Update
CPNG (earnings update): 2Q25 rev +19% FXN, gross profit +22%, Product Commerce GP +26% to $2.4bn. Adj EBITDA $633M (9% margin) near 10%+ LT target. 23.9M active customers (+10%). Developing offerings -$235M but Taiwan exceeding expectations (+54% q/q). New cloud computing potential. Margin upside from ads (2-3%→5-6% of GMV) and procurement improvements.
Read full article (5 min)