Dingdong (Cayman) (DDL) Aktienübersicht
Dingdong (Cayman) Limited betreibt ein E-Commerce-Unternehmen in China. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 2/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
DDL Community Fair Values
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Analyst Price Targets
Dingdong (Cayman) Limited Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$2.24 |
| 52-Wochen-Hoch | US$3.41 |
| 52-Wochen-Tief | US$1.65 |
| Beta | 0.46 |
| 1 Monat Veränderung | -7.05% |
| 3 Monate Veränderung | -16.42% |
| 1 Jahr Veränderung | 1.36% |
| 3 Jahre Veränderung | -20.00% |
| 5 Jahre Veränderung | -90.44% |
| Veränderung seit IPO | -90.48% |
Aktuelle Nachrichten und Updates
Narrative-Update • Jul 10
DDL: Share Repurchase Completion And Higher Margin Outlook Will Support Upside
Analysts have updated their price target for Dingdong (Cayman) to $3.06 from $1.62, citing changes in fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase program running from March 6, 2025 to March 5, 2026.
Narrative-Update • Jun 26
DDL: Share Repurchases And Higher Margin Outlook Will Support Future Upside
Analysts have made a small upward adjustment to their Dingdong (Cayman) price target to $3.57 from $3.54, reflecting updated views on slightly lower revenue growth, a modestly higher profit margin, and a marginally higher future P/E assumption. What’s in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase tranche covering 695,957 shares, according to a buyback tranche update.Narrative-Update • Jun 11
DDL: Share Repurchases Will Support Future Upside Potential
Analysts have kept their $3.54 price target on Dingdong (Cayman) steady, citing updated assumptions that align slightly higher revenue growth and profit margin expectations with a modestly reduced future P/E multiple. What's in the News Dingdong (Cayman) reported a buyback tranche update covering the period from March 6, 2025 to March 5, 2026, according to company disclosures.Narrative-Update • May 28
DDL: Leadership Change And Buybacks Will Support Future Upside
Analysts have nudged their fair value target for Dingdong (Cayman) slightly higher from about $3.50 to about $3.54, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What's in the News Dingdong (Cayman) completed a share repurchase program, buying back 695,957 shares, representing 0.32% of the company, for a total of US$1.24 million under the buyback announced on March 6, 2025 (Key Developments).Seeking Alpha • May 27
Dingdong (Cayman) Limited: Could Open Up Opportunities Provided The Meituan Sale Is Approved
Summary The Q1 FY2026 report showed DDL is in good shape, but all eyes are on what happens to the proposed sale to Meituan. A sale of Dingdong Fresh would bring in close to a billion in cash that would open up various opportunities, but approval is needed first. There are potential rewards that may become available in the near future, but there are also risks that should not be ignored. Long DDL could become viable, but only if the sale is approved, which is why I am neutral on DDL with a hold rating. Read the full article on Seeking AlphaRecent updates
Narrative-Update • Jul 10
DDL: Share Repurchase Completion And Higher Margin Outlook Will Support Upside
Analysts have updated their price target for Dingdong (Cayman) to $3.06 from $1.62, citing changes in fair value assumptions, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase program running from March 6, 2025 to March 5, 2026.Narrative-Update • Jun 26
DDL: Share Repurchases And Higher Margin Outlook Will Support Future Upside
Analysts have made a small upward adjustment to their Dingdong (Cayman) price target to $3.57 from $3.54, reflecting updated views on slightly lower revenue growth, a modestly higher profit margin, and a marginally higher future P/E assumption. What’s in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase tranche covering 695,957 shares, according to a buyback tranche update.Narrative-Update • Jun 11
DDL: Share Repurchases Will Support Future Upside Potential
Analysts have kept their $3.54 price target on Dingdong (Cayman) steady, citing updated assumptions that align slightly higher revenue growth and profit margin expectations with a modestly reduced future P/E multiple. What's in the News Dingdong (Cayman) reported a buyback tranche update covering the period from March 6, 2025 to March 5, 2026, according to company disclosures.Narrative-Update • May 28
DDL: Leadership Change And Buybacks Will Support Future Upside
Analysts have nudged their fair value target for Dingdong (Cayman) slightly higher from about $3.50 to about $3.54, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What's in the News Dingdong (Cayman) completed a share repurchase program, buying back 695,957 shares, representing 0.32% of the company, for a total of US$1.24 million under the buyback announced on March 6, 2025 (Key Developments).Seeking Alpha • May 27
Dingdong (Cayman) Limited: Could Open Up Opportunities Provided The Meituan Sale Is Approved
Summary The Q1 FY2026 report showed DDL is in good shape, but all eyes are on what happens to the proposed sale to Meituan. A sale of Dingdong Fresh would bring in close to a billion in cash that would open up various opportunities, but approval is needed first. There are potential rewards that may become available in the near future, but there are also risks that should not be ignored. Long DDL could become viable, but only if the sale is approved, which is why I am neutral on DDL with a hold rating. Read the full article on Seeking Alpha
Narrative-Update • May 10
DDL: Leadership Transition And Higher Margin Outlook Will Support Upside
Analysts have raised their price target for Dingdong (Cayman) from about $2.67 to around $3.13, reflecting updated views on its projected revenue growth profile, profitability, discount rate, and future P/E assumptions. What's in the News Founder Mr. Changlin Liang resigned as Chief Executive Officer of Dingdong (Cayman) Limited, effective March 4, 2026, and will continue to serve as Chairman of the Board (Key Developments).Narrative-Update • Apr 23
DDL: Leadership Transition And Stable Margins Will Support Further Upside
Analysts have trimmed their price target on Dingdong (Cayman) to about $3.50, reflecting updated views on lower revenue growth expectations alongside slightly higher profit margin and P/E assumptions. What's in the News Dingdong (Cayman) Limited announced that founder Mr. Changlin Liang resigned as Chief Executive Officer, effective March 4, 2026, and will continue as Chairman of the Board (company announcement).Narrative-Update • Apr 08
DDL: Leadership Transition And Modest Profitability Will Likely Keep Shares Pressured
Analysts have adjusted their price target on Dingdong (Cayman) to reflect updated views on discount rate, revenue growth, profit margin, and future P/E assumptions, which together indicate a modestly refined fair value estimate of approximately $1.62 per share. What's in the News Founder Mr. Changlin Liang resigned as Chief Executive Officer of Dingdong (Cayman) Limited, effective March 4, 2026, and will remain Chairman of the Board of Directors (company announcement).Narrative-Update • Mar 25
DDL: Leadership Change And Thin Margins Will Likely Keep Shares Pressured
Analysts have slightly adjusted their price target on Dingdong (Cayman), reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. Their fair value estimate remains broadly in line with prior views.Narrative-Update • Mar 10
DDL: Leadership Shift And Thin Margins Will Likely Keep Shares Pressured
Analysts now place Dingdong (Cayman)'s price target near $1.62 versus about $1.60 previously, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Dingdong (Cayman) Limited announced that founder Mr. Changlin Liang resigned as Chief Executive Officer, effective March 4, 2026, and will remain as Chairman of the Board (Key Developments).Narrative-Update • Feb 24
DDL: Lower Future P/E Assumptions Will Likely Keep Shares Pressured
Analysts have modestly adjusted their price target on Dingdong (Cayman) to reflect a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and a somewhat reduced future P/E of about 5.30x. Their overall valuation view in $ terms remains broadly unchanged.Narrative-Update • Feb 10
DDL: Higher Discount Rate And Lower P/E Will Likely Keep Shares Pressured
Analysts have slightly reduced their price target for Dingdong (Cayman) to US$1.60, down from about US$1.61. The change reflects updated views on discount rate, revenue growth, profit margin and future P/E assumptions in their models.Narrative-Update • Jan 27
DDL: Steady Margins And Disciplined P/E Will Support Further Upside
Analysts have trimmed their price target on Dingdong (Cayman) to reflect slightly higher discount rate and revenue growth assumptions, along with a marginally adjusted profit margin outlook and a modestly lower future P/E expectation. Valuation Changes Fair Value: Kept unchanged at US$3.59 per share, signaling no revision to the central valuation estimate.Narrative-Update • Jan 12
DDL: Higher Margin Outlook And Lower Discount Rate Will Support Upside
Analysts have nudged their fair value estimate for Dingdong (Cayman) higher, from US$3.52 to US$3.59, citing updates to revenue growth, profit margin assumptions, a slightly lower discount rate, and a reduced future P/E multiple. Valuation Changes The fair value estimate was raised slightly from US$3.52 to US$3.59 per share.Analyseartikel • Jan 06
Dingdong (Cayman) Limited (NYSE:DDL) Stock Catapults 33% Though Its Price And Business Still Lag The Market
Dingdong (Cayman) Limited ( NYSE:DDL ) shares have continued their recent momentum with a 33% gain in the last month...Narrative-Update • Dec 26
DDL: Modest Profit Outlook Is Expected To Keep Shares Under Pressure
Analysts have modestly raised their price target on Dingdong (Cayman), citing a slightly lower perceived risk profile, marginally stronger long term revenue growth expectations, and a small improvement in projected profitability that together support a higher valuation multiple in currency terms. Valuation Changes Discount Rate has fallen slightly from 8.73% to 8.43%, reflecting a modestly lower perceived risk profile.Narrative-Update • Dec 12
DDL: Higher Discount Rate Will Likely Pressure Shares Despite Margin Improvement
Analysts have reduced their price target on Dingdong (Cayman) by roughly one third to approximately 1.61 dollars, citing a combination of slightly slower expected revenue growth, a higher discount rate, and a lower future earnings multiple, partially offset by improved profit margin assumptions. Valuation Changes The fair value estimate has declined from approximately 2.51 dollars to 1.61 dollars per share.Analyseartikel • Oct 11
Dingdong (Cayman) (NYSE:DDL) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Narrative-Update • Aug 23
Investments In High-Quality Products And Supply Chain Efficiency Will Drive Future Success
The consensus price target for Dingdong (Cayman) has been reduced, primarily reflecting a steep decline in its future P/E alongside a modest drop in net profit margin, resulting in a new fair value of $2.97. Valuation Changes Summary of Valuation Changes for Dingdong (Cayman) The Consensus Analyst Price Target has fallen from $3.28 to $2.97.Analyseartikel • Apr 05
Dingdong (Cayman) Limited (NYSE:DDL) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny
To the annoyance of some shareholders, Dingdong (Cayman) Limited ( NYSE:DDL ) shares are down a considerable 25% in the...Seeking Alpha • Mar 06
Dingdong Q4: Good End To The Year With Many Positives Going Into 2025
Summary Dingdong (Cayman) Limited reported Q4 sales of $809m, with a positive market reaction and shares up 12.5%, driven by improved profitability and optimistic, albeit vague, guidance. The company has a strong balance sheet with $609m in liquidity, supporting potential aggressive expansion in China and possibly internationally. Dingdong's focus on expanding its user base and ARPU, along with developing higher-margin private-label products, indicates a promising growth trajectory. Despite intense competition and a strategic shift towards long-term competitiveness, Dingdong's growth potential and cash reserves make DDL a stock to watch closely. Read the full article on Seeking Alpha
Neues Narrative • Jan 22
Supply Chain Optimization And Fulfillment Station Expansion Will Improve Future Operational Efficiency
Supply chain optimization and new fulfillment stations are set to enhance efficiency, drive down costs, and boost revenue growth.Analyseartikel • Jan 07
Positive Sentiment Still Eludes Dingdong (Cayman) Limited (NYSE:DDL) Following 25% Share Price Slump
Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • Nov 12
Dingdong: Turning Positive With Profit Beat And Favorable Prospects (Rating Upgrade)
Summary Dingdong's Q3 2024 net income was +5% above consensus, as its revenue grew +27% YoY and its operating margin improved by +186 basis points YoY for the recent quarter. DDL's financial outlook for Q4 2024 and FY 2024 is positive, considering expectations of an increase in new frontline fulfillment station openings and an improvement in operating efficiency. I raise my rating for DDL to a Buy, taking into account its performance, prospects, and valuations. Read the full article on Seeking AlphaAnalyseartikel • Oct 30
Further Upside For Dingdong (Cayman) Limited (NYSE:DDL) Shares Could Introduce Price Risks After 27% Bounce
Despite an already strong run, Dingdong (Cayman) Limited ( NYSE:DDL ) shares have been powering on, with a gain of 27...Analyseartikel • Sep 01
Even With A 26% Surge, Cautious Investors Are Not Rewarding Dingdong (Cayman) Limited's (NYSE:DDL) Performance Completely
Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Jul 09
Dingdong: Bleak Growth Outlook Due To Competitive Pressure
Summary Dingdong is recommended as a sell. DDL's business model may face challenges from weak macroeconomic conditions and increasing competition in the grocery delivery space. Given the poor outlook and growing competitive pressure, I expect DDL to continue trading at a steep discount to peers. Read the full article on Seeking AlphaSeeking Alpha • Apr 23
Dingdong: Watch 2024 Cash Flow And Top Line
Summary Dingdong's cash flow generation is expected to improve in 2024, considering the company's stance on share repurchases and the potential for further cost optimization. But DDL is likely to deliver a low-single digit percentage top line growth rate this year, as the company continues with its business restructuring plans. I retain my existing Hold rating for Dingdong after analyzing the company's financial prospects. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Dingdong: Focus On Short-Term Financial Outlook And Long-Term Value Drivers
Summary Dingdong's Q4 2023 results are likely to be lackluster considering the high base in Q4 2022 and the weak economic numbers for China in the final quarter of last year. Dingdong has value drivers for the long run, such as private label and pre-made food products growth, and an improvement in shareholder capital return. My rating for DDL remains as a Hold, taking into account its near-term prospects and its long-term growth potential. Read the full article on Seeking AlphaAnalyseartikel • Dec 26
Dingdong (Cayman) Limited's (NYSE:DDL) 29% Share Price Plunge Could Signal Some Risk
Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • Nov 17
Dingdong: Still Neutral Considering Both Results And Guidance
Summary Both DDL's Q3 top line and bottom line were lower than the consensus financial forecasts, and there was no new share buyback program announced. But I have a favorable opinion of Dingdong's guidance of positive Q4 2023 normalized earnings. I still have a Neutral view of DDL as a potential investment candidate, which translates into a Hold rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Sep 05
Dingdong Rings On Its East China Base To Fatten Profits
Summary Dingdong’s revenue fell 27% in the second quarter as business returned to normal after a surge in the year-ago quarter at the height of China’s Covid lockdowns. The online grocer recorded strong growth for its membership services, and is retooling its geographic footprint to focus on its profitable base in Shanghai and surrounding areas. The nation’s top online grocer is trying to boost profits by focusing on membership services and its base in affluent Shanghai, as well as adjacent Zhejiang and Jiangsu provinces. Read the full article on Seeking AlphaSeeking Alpha • Aug 01
Dingdong Q2 Preview: Results Could Be Below Expectations
Summary Dingdong (Cayman) Limited's Q2 2023 results might fall short of analyst expectations, as I think it is too optimistic to expect sequential revenue growth and positive normalized earnings. But Dingdong's shares are already pretty cheap, so this limits the downside for the stock in the event of an earnings miss. I still have a Hold rating assigned to Dingdong based on my analysis of the company's near-term financial outlook and its valuations. Read the full article on Seeking AlphaAnalyseartikel • May 18
Things Look Grim For Dingdong (Cayman) Limited (NYSE:DDL) After Today's Downgrade
Today is shaping up negative for Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders, with the analysts delivering a...Aktionärsrenditen
| DDL | US Consumer Retailing | US Markt | |
|---|---|---|---|
| 7D | 10.9% | 1.1% | 0.1% |
| 1Y | 1.4% | 9.1% | 20.3% |
Rendite im Vergleich zur Industrie: DDL unter dem Niveau der Branche US Consumer Retailing , die im vergangenen Jahr eine Rendite von 9.1% erzielte.
Rendite vs. Markt: DDL hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 20.3 erzielte.
Preisvolatilität
| DDL volatility | |
|---|---|
| DDL Average Weekly Movement | 5.6% |
| Consumer Retailing Industry Average Movement | 5.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: DDL hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: DDLDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2017 | 3,658 | Song Wang | www.100.me |
Dingdong (Cayman) Limited betreibt ein E-Commerce-Unternehmen in China. Das Unternehmen bietet frische Lebensmittel an, darunter Gemüse, Fleisch und Eier, Obst und Meeresfrüchte. Darüber hinaus bietet es zubereitete Lebensmittel wie verzehrfertige, aufwärmfertige, kochfertige und mischfertige Lebensmittel sowie andere Lebensmittelprodukte wie Backwaren, Molkereiprodukte, Gewürze, Getränke, Öl und Snacks an.
Dingdong (Cayman) Limited's Grundlagenzusammenfassung
| DDL grundlegende Statistiken | |
|---|---|
| Marktanteil | US$466.51m |
| Gewinn(TTM) | US$24.19m |
| Umsatz(TTM) | US$3.61b |
20.0x
Kurs-Gewinn-Verhältnis 0.1x
Kurs-Umsatz-VerhältnisIst DDL zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| DDL Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | CN¥24.45b |
| Kosten der Einnahmen | CN¥17.34b |
| Bruttogewinn | CN¥7.11b |
| Sonstige Ausgaben | CN¥6.95b |
| Gewinn | CN¥164.05m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 0.76 |
| Bruttomarge | 29.09% |
| Nettogewinnspanne | 0.67% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich DDL auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/13 02:49 |
| Aktienkurs zum Tagesende | 2026/07/13 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
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 |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* 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
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung 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
Dingdong (Cayman) Limited wird von 8 Analysten beobachtet. 2 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 |
|---|---|
| Yang Bai | China International Capital Corporation Limited |
| Qingpu Yang | Citic Securities Co., Ltd. |
| Chun-Yin Leung | Daiwa Securities Co. Ltd. |