Added to YB: 2024-12-12
Pitch date: 2024-12-10
PDD [bullish]
PDD Holdings Inc.
-18.82%
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
$101.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.70
P/E
8.72
EV/Sales
0.84
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)