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DiDi Global Inc.Informe acción OTCPK:DIDI.Y

Capitalización bursátil US$15.6b
Precio de las acciones
US$3.47
US$6.28
44.7% infravalorado descuento intrínseco
1Y-27.7%
7D1.5%
1D
Valor de la cartera
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DiDi Global Inc.

Informe acción OTCPK:DIDI.Y

Capitalización de mercado: US$15.6b

DiDi Global (DIDI.Y) Resumen de Acciones

DiDi Global Inc. explota una plataforma tecnológica de movilidad que presta diversos servicios de movilidad y de otro tipo en la República Popular China, Brasil, México y a escala internacional. Saber más

Análisis fundamental de DIDI.Y
Puntuación del snowflake
Valoración2/6
Crecimiento futuro3/6
Rendimiento pasado2/6
Salud financiera4/6
Dividendos0/6

Recompensas

Cotiza un 84.1% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 49.73%

Análisis de riesgos

No se han detectado riesgos en DIDI.Y a partir de nuestros controles de riesgos.

DIDI.Y Community Fair Values

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Competidores de DiDi Global Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del DiDi Global
Precios históricos de las acciones
Precio actual de la acciónUS$3.47
Máximo en las últimas 52 semanasUS$6.99
Mínimo de 52 semanasUS$3.35
Beta0.49
Cambio en 1 mes-11.93%
Variación en 3 meses-25.22%
Cambio de 1 año-27.71%
Variación en 3 años31.44%
Variación en 5 añosn/a
Variación desde la OPV-75.46%

Noticias y actualizaciones recientes

Seeking Alpha • Jun 07

DiDi: Delisting Provides Short-Term Upside Potential

With delisting approved and an end to regulatory probes, uncertainty around DiDi is now significantly reduced. At a P/S of 0.33, the fear around DiDi seems to be an over-exaggeration. Three different delisting scenarios provide huge upside potential for DiDi and investors can capitalise on this with a small "bet"
Seeking Alpha • May 24

DiDi: Ben Graham Style Value, Stanley Druckenmiller Style Trade

DiDi still has majority share of the ride-hailing market in China but trades currently with a negative enterprise value whilst having other monetizable investments. DiDi’s 7.5% stake in Grab could be sold after the 30 May lock-up expiry to further boost its net cash position. If DiDi continues to reduce its operating loss, it may have up to 18 months to 2 years of cash runway currently. DiDi’s NYSE delisting now approved, could bring an upcoming resolution to the regulatory probe of DiDi. Positive news flow could see a surge in stock price, making DiDi worth looking at for a trade.

Recent updates

Seeking Alpha • Jun 07

DiDi: Delisting Provides Short-Term Upside Potential

With delisting approved and an end to regulatory probes, uncertainty around DiDi is now significantly reduced. At a P/S of 0.33, the fear around DiDi seems to be an over-exaggeration. Three different delisting scenarios provide huge upside potential for DiDi and investors can capitalise on this with a small "bet"
Seeking Alpha • May 24

DiDi: Ben Graham Style Value, Stanley Druckenmiller Style Trade

DiDi still has majority share of the ride-hailing market in China but trades currently with a negative enterprise value whilst having other monetizable investments. DiDi’s 7.5% stake in Grab could be sold after the 30 May lock-up expiry to further boost its net cash position. If DiDi continues to reduce its operating loss, it may have up to 18 months to 2 years of cash runway currently. DiDi’s NYSE delisting now approved, could bring an upcoming resolution to the regulatory probe of DiDi. Positive news flow could see a surge in stock price, making DiDi worth looking at for a trade.
Seeking Alpha • Apr 22

DiDi's Delisting Plan Just The Start Of A Tough Road Ahead

DiDi revealed the first part of its bumpy roadmap forward in a statement last Saturday, saying it will hold an extraordinary shareholder meeting on May 23 to vote on officially abandoning its New York listing. If shareholders approve the decision, Didi would become the shortest-lived U.S.-listed Chinese stock of all time. DiDi’s latest financial statement released last week showed it generated revenue of 173.8 billion yuan ($27 billion) last year, up 22.6% from 2020.
Seeking Alpha • Mar 31

DiDi Global: A Value Trap We Can Avoid

Competitors are rapidly taking away DIDI's dominant market share. DIDI has failed in several international markets. DIDI's revenues are stagnating and are failing to turn a profit.
Seeking Alpha • Dec 12

DiDi Global Delisting: Both Options Present Upside

DiDi Global has planned to delist from the US exchanges following regulatory pressures from China. They now have 2 options: delist and relist in Hong Kong or take the company private. For option 1, DiDi's growth prospects remain intact for long term investors and for option 2 there is a significant arbitrage opportunity. Either way, I remain highly bullish on DiDi Global stock.
Seeking Alpha • Dec 03

4 Q&As About DiDi's Plans To Delist

DiDi Global has decided to succumb to regulatory pressure and delist from the New York Stock Exchange. DiDi plans to pursue a listing of its common shares on an international exchange. In this article, I am answering four key questions regarding the decision to delist, including whether DiDi will pay at least $14 to redeem American Depositary Shares.
Seeking Alpha • Oct 14

Our Proposal On Why DiDi Is A Value Trap

The polarizing opinions on Chinese companies are derived from varying discount rates imposed by investors and analysts to reflect the perceived magnitude of regulatory risks. Our initial screening prompted us to inspect DIDI in detail due to the large divergence between its current share price and 2021Q1 business performance when compared to Uber and Grab. We set to find out events that will spark DiDi's recovery only to find that DiDi's recovery will not come as easily due to the events discussed in this article. Our findings suggest that DiDi's future fundamentals are not as optimistic as we've hoped for, this implies that DiDi's earnings will grow into its share price instead. We expect a spike in price when the Chinese state investor begins accumulating DiDi shares for the speculated takeover.
Seeking Alpha • Sep 13

DiDi Global: It's Not All Downhill From Here

Soon after its IPO, ride-hailing giant DiDi Global fell sharply due to Chinese governmental pressure on DiDi's data security practices. Regardless of its intentions, the company touted as the "Uber slayer" has not been able to recover its red hot IPO peak of $16.64 since. However, DiDi's revenue and earnings are poised for strong growth, and the company's technological advancements in e-commerce and AI are expected to drive the uphill battle. We rate DiDi Global a buy with a price target of $12.33, which is 44.7% upside from the current price of $8.55.
Seeking Alpha • Aug 25

DiDi's DCF: The International Expansion Could Imply $17-$42 Per Share

DIDI offers a mobility technology platform powered by artificial intelligence and big data analytics. Now that the business model is successful in China, it is very likely that it will be successful in other cities all over the world. If DIDI can operate in the United States, the UK, and Europe, the company will suffer a bit less than the Chinese government's crackdown on tech. I assumed a net income margin of 7% from 2025 to 2030 and the FCF margin of 5%. Notice that the company’s CFO/Sales was equal to 8%-9% in the past. Now, if we assume a WACC of 10%, with net debt of -CNY36 billion and 4.82 billion shares, the fair price stands at CNY111, or $17. If we use a discount of 7% and again an exit multiple of 25x, the implied share price is equal to CNY278, or $42.
Seeking Alpha • Aug 12

DiDi: Charged By Regulators, Chinese Uber Stumbles After Launching Its IPO

DiDi took only 20 days to be listed in the US market, which appeared odd to investors and regulators. With over 22 rounds of financing, the mobility company has long been under pressure to make profits for its shareholders. DiDi has occupied a large share of the world's mobility market but still struggles to reach profitability because of high operating risks. The Chinese government's investigation inserted high political risk into any plan to invest in the company's stock.
Seeking Alpha • Aug 05

How Is DiDi Stock Doing Since IPO?

A comparison of key statistics between Uber and DiDi reveals one clear winner. From a relative valuation perspective, DiDi seems substantially undervalued, but that's just the tip of the iceberg. Whether to invest or not in DiDi comes down to the answers to a few key questions.
Seeking Alpha • Jul 24

DiDi Global Inc.: Buying Every Share I Can Get

DiDi is the "Uber of China" and it has faced tough regulatory scrutiny after a cybersecurity privacy issue and more importantly - listing on US exchanges and not Chinese ones. As a result, the company's share price has plummeted, greatly undervaluing the company relative to their closest peers like Uber and Lyft. I believe the company is undervalued by as much as half and hold a highly bullish stance on the company's long-term share price prospects.
Seeking Alpha • Jul 05

DiDi: Manifestation Of Risks

News broke over the weekend that the Cyberspace Administration of China ordered app stores to remove DiDi's app. The prompt conclusion of the investigation leading to the suspension of app downloads just days after DiDi went public led to wild speculations about Beijing's intentions. DiDi's large ride-hailing market share and societal value suggest that the authorities would not take drastic actions against the ride-hailing platform. However, user boycott may prove damaging, whether the national security concerns are valid or not. Mitigating factors such as alternative ways to hail DiDi rides and an autonomous future could soften the blow but near term investor sentiment is very fragile.

Rentabilidad de los accionistas

DIDI.YUS TransportationMercado US
7D1.5%-0.8%1.0%
1Y-27.7%12.1%28.7%

Rentabilidad vs. Industria: Los resultados de DIDI.Y fueron inferiores a los de la industria US Transportation, que obtuvo un rendimiento del 12.1% el año pasado.

Rentabilidad vs. Mercado: DIDI.Y obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.

Volatilidad de los precios

Is DIDI.Y's price volatile compared to industry and market?
DIDI.Y volatility
DIDI.Y Average Weekly Movement5.6%
Transportation Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: DIDI.Y no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de DIDI.Y (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
201222,335Will Chengwww.didiglobal.com

DiDi Global Inc. explota una plataforma tecnológica de movilidad que presta diversos servicios de movilidad y de otro tipo en la República Popular China, Brasil, México y a escala internacional. Opera a través de tres segmentos: China Mobility, Internacional y Otras Iniciativas. La empresa ofrece servicios de transporte público, taxi en línea, chófer, enganche y otras formas de movilidad compartida; soluciones de alquiler y repostaje; servicios de recarga de vehículos eléctricos; y servicios de uso compartido de bicicletas y bicicletas eléctricas, transporte intraurbano de mercancías, entrega de alimentos y servicios financieros.

Resumen de fundamentos de DiDi Global Inc.

¿Cómo se comparan los beneficios e ingresos de DiDi Global con su capitalización de mercado?
Estadísticas fundamentales de DIDI.Y
Capitalización bursátilUS$15.64b
Beneficios(TTM)US$146.10m
Ingresos (TTM)US$33.37b
107.1x
Ratio precio-beneficio (PE)
0.5x
Ratio precio-ventas (PS)

¿Está DIDI.Y sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de DIDI.Y
IngresosCN¥226.70b
Coste de los ingresosCN¥191.62b
Beneficio brutoCN¥35.08b
Otros gastosCN¥34.09b
BeneficiosCN¥992.65m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.22
Margen bruto15.48%
Margen de beneficio neto0.44%
Ratio deuda/patrimonio12.8%

¿Cómo se ha desempeñado DIDI.Y a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 21:22
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

DiDi Global Inc. está cubierta por 16 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Cherry LeungBernstein
Yawen TanBNP Paribas
Chen ChiBNP Paribas