Added to YB: 2024-12-12
Pitch date: 2024-12-10
PDD [bullish]
PDD Holdings Inc.
+7.34%
current return
Author Info
Uzo Capital shares stock ideas in their newsletter and on Twitter/X. Sign up for the newsletter.
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
$101.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.93
P/E
12.01
EV/Sales
1.82
Sector
Broadline Retail
Category
growth
Who Am I?....Episode 3 - PDD Holdings Inc.
PDD: Fastest to $100bn market cap. Sales & profits doubled in 2 years. 30% ROIC & EBIT margin, 25% net cash/market cap. 20%+ revenue growth expected. Ex-cash PE 6.5x, falling to 5x 2026. $50bn+ US-based int'l business launched 2022, not yet profitable. Catalysts: growth, int'l profitability, buybacks, spin-off potential.
Read full article (1 min)