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Added to YB: 2026-01-22

Pitch date: 2026-01-15

CPNG [neutral]

Coupang, Inc.

-14.62%

current return

Author Info

Speedwell Research produces comprehensive research on great public companies to equip investors with a thorough understanding of the business. Each research report covers a single company and goes into an incredible level of detail. 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

$31.8B

Pitch Price

$21.61

Price Target

N/A

Dividend

N/A

EV/EBITDA

14.07

P/E

83.87

EV/Sales

0.88

Sector

Broadline Retail

Category

growth

Show full summary:
Coupang Expert Insight Interview

CPNG (expert interview): Down 35% from peak despite gross profits at ATH growing 20% YoY. $32B LTM revenue, 8% mature margin trades at 15x mature earnings (EV $38B). Assumes 10% adj EBITDA target vs current 8.5% in Product Commerce. Risks include Taiwan expansion challenges & geographic growth execution.

Read full article (1 min)