Coupang, Inc.

NYSE:CPNG 株式レポート

時価総額：US$29.5b

Coupang 将来の成長

Future 基準チェック /46

Coupang利益と収益がそれぞれ年間51.7%と9.6%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45.2% 52.6%なると予測されています。

主要情報

51.7%

収益成長率

52.63%

EPS成長率

Multiline Retail 収益成長16.8%
収益成長率9.6%
将来の株主資本利益率45.18%
アナリストカバレッジ

Good

最終更新日28 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
新しいナラティブ • 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, which
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
User avatar
新しいナラティブ • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

業績と収益の成長予測

NYSE:CPNG - アナリストの将来予測と過去の財務データ ( )USD 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
12/31/202847,6671,2631,9523,09912
12/31/202743,2708091,4582,56415
12/31/202637,727-261-3251,34614
3/31/202635,130-1652951,603N/A
12/31/202534,5342085221,773N/A
9/30/202533,6643901,2622,367N/A
6/30/202532,2633657771,909N/A
3/31/202531,0622561,0172,028N/A
12/31/202430,2681541,0071,886N/A
9/30/202428,8641,0319201,819N/A
6/30/202427,1821,0521,4982,207N/A
3/31/202425,6961,2741,4552,363N/A
12/31/202324,3831,3601,7562,652N/A
9/30/202323,1494291,8402,623N/A
6/30/202322,0664291,0831,959N/A
3/31/202321,2672084411,121N/A
12/31/202220,583-92-259565N/A
9/30/202220,333-599-1,089-218N/A
6/30/202219,876-1,014-1,109-331N/A
3/31/202219,316-1,457-1,048-282N/A
12/31/202118,406-1,543-1,085-411N/A
9/30/202117,133-1,220-867-191N/A
6/30/202115,625-1,069-62574N/A
3/31/202113,761-711-760-197N/A
12/31/202011,967-556-183302N/A
12/31/20196,273-768N/A-312N/A
12/31/20184,054-1,098N/A-694N/A

アナリストによる今後の成長予測

収入対貯蓄率: CPNGは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: CPNG今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: CPNG今後 3 年以内に収益を上げることが予想されます。

収益対市場: CPNGの収益 ( 9.6% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: CPNGの収益 ( 9.6% ) 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: CPNGの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 45.2 %)。

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2026/05/28 22:35
終値2026/05/28 00:00
収益2026/03/31
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

Coupang, Inc. 15 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。23

アナリスト機関
Zixiao YangArete Research Services LLP
Jiong ShaoBarclays
Min-joo KangBernstein