Added to YB: 2025-12-09
Pitch date: 2025-12-03
PDD [neutral]
PDD Holdings Inc.
-4.43%
current return
Author Info
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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
$117.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.93
P/E
12.01
EV/Sales
1.82
Sector
Broadline Retail
Category
growth
Walden 3 Research | November Portfolio - PDD Holdings Inc.
PDD (holding update): Q3 rev 108B RMB (+9.4%), down 7% post-earnings. Chose ecosystem health over near-term ad revenue, reinvesting profits to support merchants & expand Temu globally. Semi-service model stabilizes ops, reduces tariff risk. Strategy widens gap vs BABA/ByteDance but creates volatility.
Read full article (1 min)