Added to YB: 2026-08-25
Pitch date: 2026-08-21
PDD [bullish]
PDD Holdings Inc.
-4.26%
current return
Author Info
No bio for this author
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
$845.7B
Pitch Price
$90.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.86
P/E
9.54
EV/Sales
N/A
Sector
Broadline Retail
Category
value
This Valuation Makes No Sense - PDD Holdings Inc.
PDD: Trades 8x P/FCF, 4x EV/FCF—absurdly cheap for quality/growth. Reverse DCF (ex-cash, 15x multiple) prices in FCF decline that author sees as unlikely; even lighting net cash on fire, implied growth rates minimal. Massive margin of safety vs China risk. Li Lu buying big.
Read full article (2 min)