Professional
Added to YB: 2025-01-09
Pitch date: 2025-01-07
PDD [bullish]
PDD Holdings Inc.
+13.02%
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. 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
$99.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.93
P/E
12.01
EV/Sales
1.82
Sector
Broadline Retail
Category
growth
GreenWood Investors Portfolio Holdiing: PDD Holdings Inc.
PDD: E-commerce giant matching Amazon's GMV in 1/3 time. 4x faster sales growth vs AMZN, yet trades at 1/4 earnings multiple. Temu expansion promising. Shares dipped on reinvestment for growth & supplier ecosystem. Chinese gov't backing stock buybacks. High-quality leader at lagging valuation despite relentless efficiency & growth.
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