Added to YB: 2025-12-09
Pitch date: 2025-12-03
PDD [neutral]
PDD Holdings Inc.
-29.67%
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. The company operates Pinduoduo platform, which provides various product categories and interactive shopping experiences; and Temu, an online platform, which enables merchants to streamline their manufacturing and commercial operations.
Market Cap
$801.2B
Pitch Price
$117.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.70
P/E
8.72
EV/Sales
0.84
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)