Coupang Crescita futura
Criteri Future verificati 4/6
Coupang prevede che gli utili e i ricavi cresceranno rispettivamente di 51.2% e 9.5% all'anno. Si prevede che l'EPS crescerà di 52.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 45.2% in 3 anni.
Informazioni chiave
51.2%
Tasso di crescita degli utili
52.14%
Tasso di crescita dell'EPS
| Multiline Retail crescita degli utili | 16.8% |
| Tasso di crescita dei ricavi | 9.5% |
| Rendimento futuro del capitale proprio | 45.19% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 12 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • May 12
CPNG: Korea And Taiwan Recovery And Buybacks Will Eventually Surmount Data Breach Headwinds
Coupang’s updated analyst price target edges down by about $0.04 per share as analysts factor in a higher discount rate, slightly softer profit margin assumptions, and a higher future P/E multiple, following a mix of recent target cuts and raises across the Street. Analyst Commentary Recent Street research on Coupang reflects a mixed setup, with some firms trimming price targets or ratings while others lift targets and highlight signs of operational recovery.
Aggiornamento della narrazione • Apr 27
CPNG: Regulatory Scrutiny After Data Breach Will Limit Future Multiple Expansion
The analyst price target for Coupang is updated higher by about $0.61 per share, with analysts pointing to stabilizing regulatory risk, recovering operating metrics in Korea, and steady progress in Taiwan, along with revised assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research on Coupang reflects a mix of cautious adjustments and pockets of optimism, with several bearish analysts reworking their models following the data breach and the latest Q4 report.Seeking Alpha • Apr 26
Coupang: Mounting Costs And Slowing Growth Weigh On Margins
Summary Coupang is downgraded to sell/avoid due to slowing revenue growth, stalled earnings, and macroeconomic headwinds. CPNG's operating income remains flat despite top-line growth, and GAAP P/E is an elevated 186.45 versus a sector median of 20.48. A major data breach, rising security costs, and South Korean economic pressures further erode already thin margins and investor confidence. Strong Taiwan growth is insufficient to offset South Korean weakness; CPNG remains on watch but not investable at current valuation. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 13
CPNG: Regulatory Probes After Data Breach Will Restrain Future Margin Recovery
Coupang's updated analyst price target has shifted to $17.01, reflecting a mixed research backdrop where several firms cut targets into a $24 to $29 range. At the same time, analysts highlight easing regulatory concerns after the data breach, recovering operating metrics in Korea, and progress in Taiwan, alongside recalibrated long term profitability expectations and a slightly higher assumed future P/E of about 34.4x.Aggiornamento della narrazione • Mar 30
CPNG: Korea And Taiwan Recovery Will Eventually Surmount Data Breach Headwinds
Narrative Update on Coupang The analyst price target for Coupang is revised slightly lower as the fair value estimate moves from $27.45 to $27.27. This reflects updated views on regulatory risk after the data breach, mixed target changes across firms between about $22 and $29, and ongoing recovery signs in Korea and Taiwan cited by analysts.Aggiornamento della narrazione • Mar 16
CPNG: Data Breach Fallout And Korea Recovery Will Shape Future Margin Path
The analyst fair value estimate for Coupang has been reset from about $28 to roughly $17, as analysts factor in lower projected revenue growth and profit margins alongside higher regulatory and data breach related risks, even while pointing to recovering operating trends in Korea and progress in Taiwan. Analyst Commentary Recent Street research around Coupang reflects a mixed backdrop, with several bearish analysts trimming price targets and reassessing risk following the November 2025 data breach and subsequent regulatory focus in Korea.Aggiornamento della narrazione • Mar 02
CPNG: Korea And Taiwan Execution Will Eventually Surmount Data Breach Fallout
The updated analyst price target for Coupang decreases from $31.09 to $27.45, reflecting a wave of recent Street revisions that factor in ongoing regulatory effects from the data breach, along with recovering operating metrics in Korea and early progress in Taiwan. Analyst Commentary Recent Street research on Coupang reflects a mix of optimism around operational recovery and caution around regulatory and earnings risks.Aggiornamento della narrazione • Feb 16
CPNG: Korea Unit Economics Will Outweigh Data Breach Regulatory Headwinds
Analysts have trimmed their price target on Coupang from about $36.23 to roughly $31.09. This reflects updated views on growth, profitability, regulatory risk after the data breach, and a higher assumed future P/E of about 54x.Articolo di analisi • Feb 06
Coupang, Inc. (NYSE:CPNG) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless
Unfortunately for some shareholders, the Coupang, Inc. ( NYSE:CPNG ) share price has dived 29% in the last thirty days...
Aggiornamento della narrazione • Feb 02
CPNG: Regulatory Outcomes On Data Breach Will Shape Path To US$40
Analysts are keeping their fair value estimate for Coupang at US$40, with only minor tweaks to growth, margin and P/E assumptions as they balance more constructive views from recent research against concerns tied to the data breach and potential regulatory costs. Analyst Commentary Recent research on Coupang shows a split tape, with some firms turning more cautious after the data breach while others lean into a more constructive stance on execution and earnings power.Aggiornamento della narrazione • Jan 19
CPNG: Data Breach Resolution And Margin Execution Will Support US$40 Upside
Analysts have kept their Coupang fair value estimate steady at US$40.00, but updated assumptions around discount rate, revenue growth, profit margins and a higher future P/E reflect a mix of regulatory risk after the data breach and continued confidence from recent price target moves, such as Barclays' lift to US$40 and a more constructive stance from Deutsche Bank. Analyst Commentary Recent research highlights a split view, with some firms cautious after the data breach and others more constructive on Coupang's ability to execute and support a higher valuation.Aggiornamento della narrazione • Jan 04
CPNG Margin Expansion And Earnings Outlook Will Drive Bullish Upside Potential
Analysts have raised their fair value estimate for Coupang from $22.80 to $28.00 per share, citing increased confidence in the company’s margin expansion and earnings outlook following updated post Q3 forecasts that are reflected in higher Street price targets. Analyst Commentary While some on the Street have become more constructive following the Q3 report, bearish analysts continue to flag several risks that could limit upside to the shares despite higher price targets in parts of the coverage universe.Aggiornamento della narrazione • Dec 20
CPNG $40 Upside Will Be Driven By Expanding Profit Margins
Analysts have raised their price target on Coupang to $40 from $36, citing revised post-Q3 estimates that balance slightly lower growth expectations with improving profit margins and a more conservative future earnings multiple. Analyst Commentary Bullish analysts highlighted that the revised $40 price target reflects growing confidence in Coupang's ability to translate scale into sustainable profitability, despite slightly tempered near term growth assumptions.Aggiornamento della narrazione • Dec 06
CPNG: Korea Unit Economics Will Drive Future Share Price Momentum
Analysts have nudged their fair value estimate for Coupang modestly higher to about $36 per share from roughly $36 previously, reflecting revised post Q3 growth and profitability assumptions and reinforced by recent $40 Street price targets. Analyst Commentary Recent Street commentary has generally skewed positive, with multiple firms lifting or initiating price targets around $40.Aggiornamento della narrazione • Nov 22
CPNG: Taiwan Market Expansion Will Drive Share Price Momentum Forward
Analysts have modestly increased their fair value estimate for Coupang to $35.99 from $35.75. They cite recent positive price target revisions and sustained optimism following the company's quarterly results.Aggiornamento della narrazione • Nov 06
CPNG: International Expansion Will Drive Performance Amid Stable Regional Competition
Analysts have raised their fair value estimate for Coupang to $35.75, up from $34.52. They cite improved profit margin forecasts and continued international expansion as reasons for the increase.Aggiornamento della narrazione • Sep 19
AI And Automation Will Expand Horizons In Korea And Taiwan
Coupang's consensus price target saw a modest increase to $34.52, as stronger revenue growth expectations outweighed a slight decline in net profit margin. What's in the News Coupang completed no share repurchases and spent $0 million under its latest buyback program.Aggiornamento della narrazione • Aug 07
AI And Automation Will Expand Horizons In Korea And Taiwan
With Coupang’s future P/E and net profit margin both remaining essentially unchanged, analyst sentiment appears stable, resulting in no meaningful shift to the consensus price target, which holds at $32.99. What's in the News Coupang completed no share repurchases, with 0 shares bought back for $0 million under the most recent buyback program.Articolo di analisi • Jul 16
These 4 Measures Indicate That Coupang (NYSE:CPNG) Is Using Debt Safely
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Articolo di analisi • Jul 03
Are Investors Undervaluing Coupang, Inc. (NYSE:CPNG) By 31%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Coupang fair value estimate is US$43.48 Coupang is estimated...Seeking Alpha • Apr 12
As The South Korean Market Crumbles, Coupang Is Worth Watching
Summary Coupang, styles itself the "Amazon of South Korea." They show strong growth potential but face risks from global tariff issues and economic uncertainties. Despite complexities in GAAP numbers, Coupang's non-GAAP financials indicate revenue growth and slight margin improvements, positioning it as a promising growth stock. Expansion in Taiwan and automation efforts in South Korea are key growth avenues, with potential margin boosts from efficiency improvements. Given current global trade uncertainties, I rate Coupang as a hold, recommending close monitoring of EBITDA margins and revenue growth for future investment decisions. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Coupang Needs To Deliver Rapid Growth At Current Valuation
Summary Coupang, Inc. has expanded its ecommerce platform to a massive scale in South Korea, emphasizing fast delivery similarly to Amazon. The company has also diversified to other growth offers, such as Coupang Play, Coupang Eats, and to luxury apparel with the acquisition of Farfetch. The political unrest in South Korea is likely to worsen Coupang's short-term earnings growth, as consumer confidence plummeted in December. With long-term margin level remaining a concern, I estimate CPNG stock to be overvalued in a base scenario. The company's rapidly developing services could still ultimately justify the steep price. Read the full article on Seeking AlphaNuova narrazione • Jan 13
CPNG Market Outlook
Naver:Naver is South Korea's largest search engine and one of the biggest competitors to Coupang in the e-commerce space. Naver operates a robust online shopping platform called Naver Shopping, whichSeeking Alpha • Dec 03
Coupang's Emerging Opportunities: A Compelling Case For Investment
Summary Coupang's stock has underperformed since its IPO, but consistent revenue growth, margin expansion, and GAAP profitability since early 2023 make it a compelling buy now. Emerging opportunities include Coupang Eats, Taiwan expansion, Coupang Play, and Fulfillment and Logistics by Coupang (FLC), all contributing to revenue growth and diversification. Coupang Eats benefits from lower customer acquisition costs due to the adoption from its extensive e-commerce network. Risks include the potential failure of growth strategies and challenges in Taiwan and the Farfetch acquisition, but the overall outlook remains positive. Read the full article on Seeking AlphaSeeking Alpha • Nov 06
Coupang Earnings: There's A Lot To Like Here
Summary Coupang's stock, despite strong performance and growth potential, saw a dip due to a slight drop in adjusted EBITDA margins and free cash flow burn in Q3 2024. Paying 31x forward free cash flow for Coupang is justified by its robust growth, especially in Developing Offerings, and a debt-free balance sheet with $4.2 billion in net cash. Coupang's diverse services, including grocery delivery and luxury products, enhance its appeal, with Developing Offerings growing 146% y/y excluding Farfetch. Despite temporary weakness in share price, Coupang's financial strength and growth prospects suggest a reversal and continued premium valuation. Read the full article on Seeking AlphaSeeking Alpha • Sep 03
Coupang: Growth In South Korea To Decelerate
Summary Coupang is a dominant South Korean e-commerce retailer, but it faces decelerating growth as most households are already customers. The company's core business remains strong, but its new ventures, like food delivery and Farfetch, are currently loss-making and still uncertain. Coupang's valuation appears fair, trading at ~22X three-year forward earnings, with potential growth driven by increasing market share and improving margins. Given the uncertainties in new initiatives and decelerating market growth, we are staying on the sidelines while closely monitoring the company's progress. Read the full article on Seeking Alpha
Nuova narrazione • Aug 20
Eco-Bag Initiative And Marketplace Expansion Drive Profit And Growth Amid Challenges
Coupang's eco-bag initiative and emphasis on marketplace and fulfillment logistics highlight a strategic focus on reducing costs and enhancing revenue through commissions.Seeking Alpha • Aug 07
Coupang Earnings: Core And More, So Much Under The Hood
Summary Coupang's recent earnings report led to a share price slump, but the stock remains undervalued. The company's near-term prospects are optimistic, with significant growth in revenue and active customer numbers. Coupang's Developing Offerings segment, despite current losses, is growing rapidly and holds significant future potential. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Coupang: A Tepid Buy At Nosebleed Valuation
Summary Coupang, South Korea's leading homegrown e-commerce company, is richly valued relative to its current earnings. Near-term profits are experiencing contraction due to the company's heavy pace of growth-oriented investments, but analysts forecast heady profit growth in the coming years. While nailing down Coupang's fair value with precision is difficult to impossible, the company is apparently undervalued relative to its long-term outlook. Coupang's margin profile shows steady improvement, with a strong balance sheet and numerous growth opportunities across its core operations and newer developing units. Although the valuation looks stretched on the basis of current profits, there is a high likelihood that Coupang will grow into and surpass its current market cap in the years ahead. Read the full article on Seeking AlphaSeeking Alpha • Jul 11
Coupang Is An E-Commerce Bargain
Summary Coupang is experiencing growth in customers, revenues, gross profits and EBITDA amid strong growth in South Korean e-Commerce. Coupang's top-line growth is also accelerating. The company's free cash flow has increased dramatically, which could potentially lead to new acquisitions. Shares are relatively cheap compared to other e-Commerce platforms, and I expect Coupang to continue expanding in the future. Read the full article on Seeking AlphaSeeking Alpha • Jun 20
Coupang: Sell Options On This Compelling Value For A Robust Annualized Cash Yield
Summary Coupang went public in 2021 and has fallen by over two-thirds since then. However, things have bounced back, and the company is on a solid path. CPNG's core ecommerce segment, new offerings growth, and reasonable valuation make it an attractive investment opportunity. Selling put options on CPNG appears to be the best way to play the stock. Doing so generates a substantial cash yield (22%!) while retaining the opportunity for investors to buy the shares if they dip more than ~10%. We rate CPNG stock a 'Buy'. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 47,590 | 1,310 | 1,952 | 3,229 | 12 |
| 12/31/2027 | 43,349 | 870 | 1,458 | 2,668 | 15 |
| 12/31/2026 | 37,761 | -261 | -325 | 1,255 | 13 |
| 3/31/2026 | 35,130 | -165 | 295 | 1,603 | N/A |
| 12/31/2025 | 34,534 | 208 | 522 | 1,773 | N/A |
| 9/30/2025 | 33,664 | 390 | 1,262 | 2,367 | N/A |
| 6/30/2025 | 32,263 | 365 | 777 | 1,909 | N/A |
| 3/31/2025 | 31,062 | 256 | 1,017 | 2,028 | N/A |
| 12/31/2024 | 30,268 | 154 | 1,007 | 1,886 | N/A |
| 9/30/2024 | 28,864 | 1,031 | 920 | 1,819 | N/A |
| 6/30/2024 | 27,182 | 1,052 | 1,498 | 2,207 | N/A |
| 3/31/2024 | 25,696 | 1,274 | 1,455 | 2,363 | N/A |
| 12/31/2023 | 24,383 | 1,360 | 1,756 | 2,652 | N/A |
| 9/30/2023 | 23,149 | 429 | 1,840 | 2,623 | N/A |
| 6/30/2023 | 22,066 | 429 | 1,083 | 1,959 | N/A |
| 3/31/2023 | 21,267 | 208 | 441 | 1,121 | N/A |
| 12/31/2022 | 20,583 | -92 | -259 | 565 | N/A |
| 9/30/2022 | 20,333 | -599 | -1,089 | -218 | N/A |
| 6/30/2022 | 19,876 | -1,014 | -1,109 | -331 | N/A |
| 3/31/2022 | 19,316 | -1,457 | -1,048 | -282 | N/A |
| 12/31/2021 | 18,406 | -1,543 | -1,085 | -411 | N/A |
| 9/30/2021 | 17,133 | -1,220 | -867 | -191 | N/A |
| 6/30/2021 | 15,625 | -1,069 | -625 | 74 | N/A |
| 3/31/2021 | 13,761 | -711 | -760 | -197 | N/A |
| 12/31/2020 | 11,967 | -556 | -183 | 302 | N/A |
| 12/31/2019 | 6,273 | -768 | N/A | -312 | N/A |
| 12/31/2018 | 4,054 | -1,098 | N/A | -694 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che CPNG diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che CPNG diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.
Guadagni ad alta crescita: Si prevede CPNG diventerà redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di CPNG ( 9.5% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di CPNG ( 9.5% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di CPNG sarà molto alto tra 3 anni ( 45.2 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/18 23:19 |
| Prezzo dell'azione a fine giornata | 2026/05/18 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Coupang, Inc. è coperta da 23 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Zixiao Yang | Arete Research Services LLP |
| Jiong Shao | Barclays |
| Min-joo Kang | Bernstein |