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Dada Nexus Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 0/6
Die Gewinne von Dada Nexus sind jährlich um durchschnittlich 6.9% gestiegen, während die Gewinne der Branche Consumer Retailing jährlich um gewachsen um 12.9% gestiegen sind. Die Umsätze sind jährlich um gewachsen 19.3% gestiegen.
Wichtige Informationen
6.88%
Wachstumsrate der Gewinne
30.55%
EPS-Wachstumsrate
| Consumer Retailing Wachstum der Industrie | 10.91% |
| Wachstumsrate der Einnahmen | 19.31% |
| Eigenkapitalrendite | -56.52% |
| Netto-Marge | -21.09% |
| Letzte Ertragsaktualisierung | 31 Dec 2024 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • Apr 22
Dada Nexus: A Strategic Power Play For On-Demand Dominance And A Lucrative Yield Opportunity
Summary JD's privatization of Dada Nexus at $2/ADS, a 42% premium, is expected to close in Q3, offering an 8% yield for investors. JD aims to enhance its on-demand platform, competing with Meituan, by expanding supply and demand initiatives, including subsidies and waived commissions. DADA's delisting from NASDAQ mitigates geopolitical risks, with JD planning to spin off the asset in Hong Kong or A-shares when valuations recover. JD stands to benefit from China's potential consumption-stimulating policies amid geopolitical uncertainties, positioning it well for future growth. Read the full article on Seeking Alpha
Neue Analyse • Mar 30
Supply Chain Upgrades And Flagship Stores Will Improve Delivery Efficiency
Enhanced integration and strategic expansions are driving substantial growth in users, order volume, and revenue, bolstering the company's market position.Analyseartikel • Feb 17
Dada Nexus Limited (NASDAQ:DADA) Soars 41% But It's A Story Of Risk Vs Reward
Dada Nexus Limited ( NASDAQ:DADA ) shareholders have had their patience rewarded with a 41% share price jump in the...Seeking Alpha • Dec 24
Dada Nexus: Potential Has Yet To Be Realized
Summary The stock has shown some signs of strength lately after a long and major decline, which may draw the interest of those looking for beaten-down stocks. Dada Nexus is active in an interesting space that has vast growth potential, in addition to trading at very low multiples. In-demand retail and delivery may have much growth potential, but it is also likely to be a challenging environment to make money in. DADA is a stock that needs watching, but it is too soon to be placing bets, since Dada may not necessarily become a winner. Read the full article on Seeking AlphaAnalyseartikel • Nov 19
Dada Nexus Limited (NASDAQ:DADA) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates
It's been a sad week for Dada Nexus Limited ( NASDAQ:DADA ), who've watched their investment drop 15% to US$1.44 in the...Analyseartikel • Nov 03
Market Cool On Dada Nexus Limited's (NASDAQ:DADA) Revenues Pushing Shares 26% Lower
Dada Nexus Limited ( NASDAQ:DADA ) shares have retraced a considerable 26% in the last month, reversing a fair amount...Seeking Alpha • Sep 28
Dada Nexus: Still Cheap Despite Recent China Rally
Summary The Chinese stimulus package boosts Dada Nexus's growth prospects, making it a buy. Dada's partnership with JD.com and proprietary technology in on-demand delivery create significant barriers to entry and protect revenue growth. Dada NOW's impressive revenue growth and potential profitability make it a standout in a recovering Chinese economy, benefiting from a stronger middle class. Shares are a buy with price target of $3. Read the full article on Seeking AlphaAnalyseartikel • Sep 18
Take Care Before Diving Into The Deep End On Dada Nexus Limited (NASDAQ:DADA)
There wouldn't be many who think Dada Nexus Limited's ( NASDAQ:DADA ) price-to-sales (or "P/S") ratio of 0.2x is worth...Analyseartikel • Aug 17
We're Hopeful That Dada Nexus (NASDAQ:DADA) Will Use Its Cash Wisely
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Analyseartikel • Jun 19
Take Care Before Jumping Onto Dada Nexus Limited (NASDAQ:DADA) Even Though It's 28% Cheaper
To the annoyance of some shareholders, Dada Nexus Limited ( NASDAQ:DADA ) shares are down a considerable 28% in the...Seeking Alpha • Jun 12
Dada Nexus Needs More Time To Deliver Better Results
Summary Dada Nexus's short-term prospects are unfavorable, considering expectations of a larger revenue decline and continued losses in subsequent quarters. On the flip side, it is encouraging to observe an improvement in user metrics and a faster-than-expected pace of buybacks for DADA. A Hold rating for Dada Nexus stock is warranted based on a review of the company's financial outlook, operating metrics, and capital return. Read the full article on Seeking AlphaAnalyseartikel • Apr 24
Dada Nexus Limited (NASDAQ:DADA) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Dada Nexus Limited ( NASDAQ:DADA ) shares have had a horrible month, losing 26% after a relatively good period...Analyseartikel • Mar 28
Analysts Are Updating Their Dada Nexus Limited (NASDAQ:DADA) Estimates After Its Yearly Results
The analysts might have been a bit too bullish on Dada Nexus Limited ( NASDAQ:DADA ), given that the company fell short...Seeking Alpha • Mar 26
Dada's Loss Narrows As It Cleans House
Summary Dada Nexus reported that its revenue rose slightly in the fourth quarter, as strong growth for the smaller of its two core businesses offset a slump at its larger JDDJ service. On an annual basis, Dada’s revenue increased 12.2% year-on-year to 10.5 billion yuan, while its net loss narrowed slightly to 1.96 billion yuan from just over 2 billion yuan in 2022. The company’s stock price closed 9.52% higher in Monday trade in New York before the after-market announcement. Read the full article on Seeking AlphaAnalyseartikel • Mar 09
Dada Nexus Limited (NASDAQ:DADA) Stock Rockets 33% But Many Are Still Ignoring The Company
Those holding Dada Nexus Limited ( NASDAQ:DADA ) shares would be relieved that the share price has rebounded 33% in the...Analyseartikel • Jan 09
Slammed 44% Dada Nexus Limited (NASDAQ:DADA) Screens Well Here But There Might Be A Catch
To the annoyance of some shareholders, Dada Nexus Limited ( NASDAQ:DADA ) shares are down a considerable 44% in the...Analyseartikel • Sep 11
Here's Why We're Not At All Concerned With Dada Nexus' (NASDAQ:DADA) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...Analyseartikel • Aug 07
Dada Nexus Limited's (NASDAQ:DADA) Popularity With Investors Is Clear
When close to half the companies in the Consumer Retailing industry in the United States have price-to-sales ratios (or...Analyseartikel • Jul 12
Is Dada Nexus (NASDAQ:DADA) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Aug 29
Dada Nexus: Path To Profitability Speeds Up
Summary Dada released its Q2 2022 results and reported 2.28 billion in revenue, up 55% YoY and the GMV of JDDJ surged 69% to CNY 54.6 billion. China's raw & fresh market is forecasted to exceed CNY 6.8 trillion, help Dada become a wave-rider. Retail digitization strategy and unmanned delivery are keys to gaining competitive differentiators. Being a great supplement to JD.com with potential for new users, Dada is expected to have more synergy with the giant. Amid pandemic-related macro uncertainties and geopolitical tensions in the past several quarters, opinions diverge among the investors who have been focusing on investing in Chinese Internet companies listed overseas. Despite this, attractive investment opportunities still exist for longer-term investors, especially companies with outstanding fundamentals as well as favorable industry and policy trends. Based on our market research, Dada Nexus Limited (DADA) is a stock to watch, with its improving direct margin, income growth that outruns the industry, increasingly forged ties with e-commerce powerhouse JD.com (JD), and more. Profitability improving, order size soaring Dada has been on our watch list for two years. Founded in 2014, the company is a well-known platform for local on-demand retail and delivery in China. It operates a leading local on-demand retail platform, JD-Daojia ((JDDJ, Chinese: 京东到家)), and a popular local on-demand delivery platform, Dada Now (Chinese: 达达快送). Relying on its readily accessible solutions and strong on-demand delivery infrastructure, Dada Now helps the JDDJ platform with delivery fulfillment. Meanwhile, the JDDJ platform helps improve order volume and density for Dada Now. In October 2021, JD.com and Dada jointly launched Shop Now (Chinese: 京东小时购), orders are fulfilled on the mode of "order online with one click, delivery from store within one hour." EqualOcean On August 23, 2022, Dada released its Q2 2022 results and reported 2.28 billion in revenue, up 55% year after year. The Gross Merchandise Volume ((GMV)) of JDDJ, surged 69% to CNY 54.6 billion (in 12 months base). The number of active consumers reached 72.8 million, compared to 51.3 million in Q2 2021. The non-GAAP EPS beat the average forecast by analysts (actual non-GAAP EPS CNY -0.41 Vs. forecast non-GAAP EPS CNY -1.10). It can be regarded as a bullish sign. Notably, its net loss further narrows for a fifth consecutive quarter, and its adjusted net margin improved by 20 percentage points year over year with significant improvement to both core businesses’ profitability. In detail, JDDJ's direct margin turned positive, primarily thanks to optimization in consumer incentives. At the same time, the company realized a positive average gross profit per order for intra-city delivery business for KAs of its delivery arm Dada Now. We also found that average order value ((AOV)) is one of the decisive factors driving growth, which also had a positive impact on profits. In 2021, according to Zheshang Securities, the average value of JDDJ orders reached CNY 192.2, as shown in the chart, significantly higher than other on-demand retail platforms: the AOVs of Missfresh Limited (MF), Meituan Shangou (Meituan, 3690: HK), and Dingdong (DDL) were CNY 97.3, CNY 65, and CNY 58.7, respectively. EqualOcean We expect the net loss margin to continue to narrow significantly in the following quarters and can be expected to turn profitable at the company level under an optimistic scenario. Besides the earnings, the company also announced changes to the executive team and board. The Board has confirmed the resignation of Mr. Philip Kuai as chairman of the Board and chief executive officer, effective August 31, 2022, and has named Mr. Huijian He as president to be responsible for daily operation management and report to the Board, effective immediately following Mr. Kuai’s retirement, and has appointed Mr. He as a director of the company. Furthermore, Mr. Lijun Xin was appointed as a director of the company and to succeed Mr. Philip Kuai as chairman of the Board. Mr. Huijian He, also known as Jeff He, has been a core founding leader of JDDJ, since 2014, and has served as the company's vice president since April 2018. Mr. Lijun Xin is the chief executive officer of JD Retail, he joined JD.com (NASDAQ: JD and HKEX: 9618) in 2012 and has held several key positions within JD.com. In addition, the Board has appointed Ms. Laura Marie Butler and Ms. Jian Han as independent directors of the company. We believe the joining of new independent directors will bring more diversification benefits to the team. On-demand Retail Market is Ramping Up The growth of Dada is also due to the prosperity of on-demand industries. According to LOGResearch's 2022 On-Demand Retail and Delivery White Paper, in 2021, the order volume in China was 30.85 billion, and the number of users exceeded 600 million, with a CAGR of 60% and 26%, respectively. It is expected that the volume will exceed 40 billion, while the number of users will exceed 752 million in 2022. Meanwhile, from 2016 to 2020, the contribution of online channels to the sales of convenience stores steadily increased. EqualOcean For example, in the raw & fresh market segment, the penetration rate of e-commerce retail reached 12.26%, while the rate of on-demand delivery for the raw & fresh category is less than 1%. It is estimated that by 2025, the raw & fresh market will exceed CNY 6.8 trillion, which presents a huge opportunity for on-demand retail. Pharmaceutical e-commerce retail is also on such a trend as the market is expected to reach CNY 226 billion. All of these indicate great market potential, and Dada apparently is becoming a wave-rider. Tech-focused Trend-setter We analyzed and discovered that outstanding technology is a key for Dada to gain competitive differentiators over its on-demand retail peers. Starting from 2021, JDDJ committed itself to a retail digitization strategy, with its business expanding to consumer electronics, beauty, pet, fashion, and other categories. Dada sees great value in its know-how in digitally empowering retailers and brands. The company continues its efforts to empower retailers and brands with innovative technologies. On the delivery and fulfillment front, the company has launched solutions such as Dada Picking, which is a digitized crowdsourcing picking service, an autonomous delivery open platform, and a smart delivery SaaS product to serve upstream and downstream partners. The company’s ability to provide integrated fulfillment services consists of warehousing management, picking, and delivery presents its unique advantages in serving supermarket KAs. Dada is also ramping up its unmanned delivery business. Co-operating with White Rhino, an unmanned delivery vehicle developer, Dada launched an autonomous delivery open system that 7Fresh and Yonghui Superstores have already adopted. These unmanned vehicles have fulfilled thousands of orders, and so far, the total mileage exceeds 10,000 kilometers. Considering China's strong demand, technology could soon become a key differentiator. On the retail operating empowerment side, Dada is leveraging the Haibo system, an omnichannel O2O operating system for retailers, and the Earth Grid system (Kunce, Chinese: 坤策) that helps brands boost sales by providing sales data by-grid and by-store to help brick-and-mortar retailers and brand owners accelerate digital transformation and improve efficiency. Taking the Haibo system as an example, Dada continued rolling out new features to address what merchants needed most and helped them wherever they saw challenges. In Q2, the system launched a new module enabling merchants to directly connect to JD.com’s warehouse system when they sourced supplies from JD.com. This helps retailers’ procurement staff save significant labor hours. As a result, merchants who adopted this module saw their procurement efficiency improve threefold. Backed by JD.com, Forging a Reciprocity-advantage Model Dada garnered a long-term relationship with JD.com at an early stage, devoting themselves collectively to the pursuit of strategic development and "win-win" cooperation. In February 2022, JD.com invested USD $546 million in Dada and upped its stakes to 52%.Seeking Alpha • Aug 21
Dada Nexus Q2 2022 Earnings Preview
Dada Nexus (NASDAQ:DADA) is scheduled to announce Q2 earnings results on Monday, August 22nd, after market close. The consensus EPS Estimate is -$0.22 (+62.1% Y/Y) and the consensus Revenue Estimate is $335.36M (-77.2% Y/Y). Over the last 1 year, DADA has beaten EPS estimates 25% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 5 downward. Revenue estimates have seen 1 upward revision and 3 downward.Analyseartikel • Jul 06
Is Dada Nexus (NASDAQ:DADA) Using Debt In A Risky Way?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • May 20
As Omicron Subsides, Dada Nexus Could Be Riding Into E-Commerce Gilded Era
Even for Dada, the latest quarterly results released on Monday look pretty grim at first glance. Excluding the impact of the new rider arrangement, revenue from Dada Now jumped more than 60% year-on-year. Dada shares dipped the day after its earnings report, but have climbed since then and closed up nearly 8% at $7.14 on Thursday in New York.Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Dada Nexus Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Dec 24 | 9,664 | -2,039 | 3,161 | 363 |
| 30 Sep 24 | 9,983 | -2,094 | 3,615 | 361 |
| 30 Jun 24 | 10,176 | -2,063 | 3,837 | 365 |
| 31 Mar 24 | 10,423 | -1,935 | 4,201 | 382 |
| 31 Dec 23 | 10,506 | -1,958 | 4,727 | 416 |
| 30 Sep 23 | 10,435 | -1,046 | 5,030 | 451 |
| 30 Jun 23 | 10,447 | -1,334 | 5,240 | 537 |
| 31 Mar 23 | 9,878 | -1,754 | 5,337 | 595 |
| 31 Dec 22 | 9,368 | -2,008 | 5,157 | 631 |
| 30 Sep 22 | 8,719 | -2,215 | 4,894 | 675 |
| 30 Jun 22 | 8,025 | -2,304 | 4,516 | 642 |
| 31 Mar 22 | 7,219 | -2,365 | 4,150 | 614 |
| 31 Dec 21 | 6,866 | -2,471 | 3,828 | 574 |
| 30 Sep 21 | 6,850 | -2,428 | 3,513 | 515 |
| 30 Jun 21 | 6,465 | -2,319 | 3,254 | 470 |
| 31 Mar 21 | 6,313 | -2,296 | 2,881 | 466 |
| 31 Dec 20 | 5,740 | -2,081 | 2,348 | 429 |
| 30 Sep 20 | 4,911 | -2,305 | 2,087 | 414 |
| 30 Jun 20 | 4,311 | -2,556 | 1,917 | 399 |
| 31 Mar 20 | 3,673 | -2,452 | 1,749 | 348 |
| 31 Dec 19 | 3,100 | -2,465 | 1,696 | 334 |
| 30 Sep 19 | 2,522 | -2,395 | 148 | 315 |
| 31 Dec 18 | 1,922 | -2,390 | 1,497 | 270 |
| 31 Dec 17 | 1,218 | -1,823 | 973 | 192 |
Qualität der Erträge: DADA ist derzeit unrentabel.
Wachsende Gewinnspanne: DADA ist derzeit unrentabel.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: DADA ist unrentabel, hat aber in den letzten 5 Jahren die Verluste mit einer Rate von 6.9% pro Jahr reduziert.
Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von DADA verglichen werden, da das Unternehmen derzeit nicht profitabel ist.
Erträge im Vergleich zur Industrie: DADA ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Consumer Retailing (10.4%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: DADA hat eine negative Eigenkapitalrendite (-56.52%), da es derzeit unrentabel ist.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2025/06/16 09:46 |
| Aktienkurs zum Tagesende | 2025/06/16 00:00 |
| Gewinne | 2024/12/31 |
| Jährliche Einnahmen | 2024/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Dada Nexus Limited wird von 9 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Alicia Yap | Citigroup Inc |
| Ronald Keung | Goldman Sachs |
| Ka Wai Leung | Haitong International Research Limited |