Added to YB: 2026-07-14
Pitch date: 2026-07-10
DIDIY [neutral]
DiDi Global Inc.
-0.85%
current return
Author Info
No bio for this author
Company Info
DiDi Global Inc. operates a mobility technology platform that provides various mobility and other services in the People's Republic of China, Brazil, Mexico, and internationally.
Market Cap
$108.2B
Pitch Price
$3.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
-26.57
P/E
-43.76
EV/Sales
0.34
Sector
Ground Transportation
Category
N/A
Is DiDi dirt cheap at 0.4x price-to-sales?
DIDIY (overview): Bull case of 0.4x P/S 'dirt cheap' vs Grab 3.6x/Uber 2.5x is flawed. DiDi recognizes gross revenue (principal model per China regs) while Grab/Uber book net commissions (agent model). Evident in DiDi's 16% gross margin vs ~39% peers. Adjusted to net revenue, DiDi trades ~2.7x P/S—in line with peers, not cheap.
Read full article (4 min)