Dingdong (Cayman) Limited

NYSE:DDL 株式レポート

時価総額：US$561.5m

Dingdong (Cayman) 将来の成長

Future 基準チェック /46

Dingdong (Cayman)利益と収益がそれぞれ年間28.2%と8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.3% 32.8%なると予測されています。

主要情報

28.2%

収益成長率

32.76%

EPS成長率

Consumer Retailing 収益成長8.8%
収益成長率8.0%
将来の株主資本利益率29.30%
アナリストカバレッジ

Low

最終更新日28 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
Seeking Alpha • Jan 28

Dingdong (Cayman) Limited: Why It Could Be Better Off Teaming Up

Summary DDL has made much progress in several areas since its 2021 IPO, but growth will be constrained in the long run for several reasons. The grocery business is not easy, even though it is very large and needed by almost everyone, something DDL may have to address at some point. It may be best for DDL to team up with someone since it can bring something to the table, and it would make sense for someone to take a look. For DDL to go at it alone looks difficult to do in the long run, which is why I am neutral on DDL with a hold rating. Read the full article on Seeking Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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
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新しいナラティブ • 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.
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 • 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...
Seeking Alpha • Nov 11

Dingdong Non-GAAP EPS of -$0.12 misses by $0.08, revenue of $835.4M misses by $4.48M

Dingdong press release (NYSE:DDL): Q3 Non-GAAP EPS of -$0.12 misses by $0.08. Revenue of $835.4M (-4.0% Y/Y) misses by $4.48M. GMV for the third quarter of 2022 decreased by 7.2% Y/Y to $915.4M. Cash and cash equivalents and short-term investments were $824.0M as of September 30, 2022.
Seeking Alpha • Nov 01

Dingdong: Cheap For Good Reasons

Summary Dingdong achieved very strong YoY revenue growth rates of above +40% for both Q1 2022 and Q2 2022, as lockdowns in China drove up demand for groceries. But DDL's post-IPO stock price performance has been disappointing, as investors are still concerned about Dingdong's ability to achieve profitability, and the company has yet to pursue a separate listing. I assign a Hold investment rating to Dingdong's stock, as I think that DDL is cheap for good reasons. Elevator Pitch I have a Hold investment rating for Dingdong (Cayman) Limited's (DDL) shares. DDL's shares have fallen by -89% since its public listing in the middle of 2021, and it currently trades at 0.15 times consensus forward next twelve months' Enterprise Value-to-Revenue. But Dingdong's shares don't warrant a Buy rating, as I think that its poor stock price performance and low valuation multiples are justified by profitability concerns and delisting risks. As such, I think that a Hold rating for Dingdong is more appropriate. Business Profile Dingdong calls itself "the leading fresh grocery e-commerce company in China" in the company's media releases. As indicated in its FY 2021 20-F filing, DDL earned substantially all of its revenue (or 98.9% to be specific) from "product sales of primarily fresh groceries, prepared food and other food products through 'Dingdong Fresh' APP and mini program" last year. Membership fees accounted for the remaining 1.1% of Dingdong's fiscal 2021 top line. The company was first established in May 2017, and its shares were listed on the New York Stock Exchange since June 2021. China's Approach Towards The Pandemic Has Been A Tailwind For DDL China has chosen to stick with its COVID-zero policy, unlike many other countries worldwide which have gone ahead with relaxing pandemic restrictions. This is generally negative for companies operating in Mainland China, but Dingdong is an outlier in that respect. The COVID-zero stance adopted by China implies that there is a higher probability of lockdowns occurring when there is a spike in pandemic cases from time to time. This in turn leads to a higher proportion of people in the country reducing their social activities and spending more time at home, irrespective of whether actual lockdowns have been initiated. As such, demand for groceries in Mainland China has been remained strong despite challenging economic conditions. Therefore, it shouldn't come as a surprise that Dingdong still managed to achieve strong top line growth in the first half of the year. As per S&P Capital IQ's financial data, DDL's revenue expanded by +43.2% YoY and +42.7% YoY to RMB5.4 billion and RMB6.6 billion for Q1 2022 and Q2 2022, respectively. Recall that Q2 2022 represented the peak of COVID-19 lockdowns in Mainland China, with even key cities like Shanghai and Beijing experiencing lockdowns in that quarter. More significantly, DDL generated a positive non-GAAP net profit of RMB20.6 billion in the second quarter of 2022 as highlighted in its Q2 financial results press release. This was the first time that Dingdong became profitable since its listing on the NYSE in the middle of last year. At its Q2 2022 earnings briefing on August 11, 2022, Dingdong acknowledged that "the milestone profit we achieved in Q2 was partially a result of the lockdown" in Mainland China. Dingdong's Weak Stock Price Performance Is Justified By Multiple Factors On the surface, there seems to be a significant misalignment between DDL's 1H 2022 financial results and its share price performance post-IPO. Dingdong's last done share price was $2.63 as of October 31, 2022, which is -89% lower than DDL's June 2021 IPO price of $23.50. During the same period, the S&P 500 has declined by a mere -9%. However, if one delves deeper, there are actually good reasons why DDL's shares haven't performed well since its public listing. A key reason is that Dingdong's positive earnings for Q2 2022 appears to be an one-off. DDL noted at its second quarter results briefing that "looking ahead to Q3, we may expect a slight loss." S&P Capital IQ's consensus financial estimates suggest that analysts still expect Dingdong to record a normalized net loss of -RMB23 million for full-year fiscal 2023. An August 17, 2022 Nikkei Asia article mentioned that "about 90% of online grocery delivery services are operating at a loss." This statistic serves as an indication of how competitive the market is and the difficulty of achieving profitability in this industry. In the current environment, the market continues to penalize fast-growing companies which are finding it tough to achieve profitability. This helps to explain why DDL's consensus forward next twelve months' Enterprise Value-to-Revenue multiple has derated from 2.4 times at its peak in early-November 2021 to 0.15 times as of end-October 2022.
Seeking Alpha • Aug 11

Dingdong GAAP EPS of -$0.01 beats by $0.36, revenue of $990.49M beats by $20.91M

Dingdong press release (NYSE:DDL): Q2 GAAP EPS of -$0.01 beats by $0.36. Revenue of $990.49M (+37.6% Y/Y) beats by $20.91M. Shares +7.35% PM.

業績と収益の成長予測

NYSE:DDL - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202828,245513N/A7371
12/31/202730,796487N/A1,0653
12/31/202627,124399N/A8194
12/31/202524,360212358536N/A
9/30/202524,022285424522N/A
6/30/202523,898331677775N/A
3/31/202523,521291821919N/A
12/31/202423,066286831929N/A
9/30/202422,155198775858N/A
6/30/202420,75668507590N/A
3/31/202419,998-3184167N/A
12/31/202319,971-108-318-235N/A
9/30/202321,178-47181308N/A
6/30/202321,981-392-357-230N/A
3/31/202323,775-39039166N/A
12/31/202224,221-814-4087N/A
9/30/202223,504-1,959-2,678-2,337N/A
6/30/202223,751-3,622-3,649-3,197N/A
3/31/202221,763-5,747-5,489-5,037N/A
12/31/202120,121-6,717-6,118-5,667N/A
9/30/202117,825-6,956-5,160-4,827N/A
6/30/202114,569-5,863-4,507-4,174N/A
3/31/202112,534-4,676-3,308-3,086N/A
12/31/202011,336-3,497-2,304-2,056N/A
12/31/20193,880-1,994-1,089-964N/A

アナリストによる今後の成長予測

収入対貯蓄率: DDLの予測収益成長率 (年間28.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: DDLの収益 ( 28.2% ) はUS市場 ( 16.6% ) よりも速いペースで成長すると予測されています。

高成長収益: DDLの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: DDLの収益 ( 8% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: DDLの収益 ( 8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DDLの 自己資本利益率 は、3年後には高くなると予測されています ( 29.3 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 22:06
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Dingdong (Cayman) Limited 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8

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