PDD Holdings (PDD) 주식 개요
는 다양한 비즈니스 포트폴리오를 소유하고 운영하는 다국적 커머스 그룹입니다. 자세히 보기
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PDD Holdings Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$91.76 |
| 52주 최고가 | US$139.41 |
| 52주 최저가 | US$71.94 |
| 베타 | -0.0048 |
| 1개월 변동 | 7.79% |
| 3개월 변동 | -7.13% |
| 1년 변동 | -19.69% |
| 3년 변동 | 12.52% |
| 5년 변동 | 8.75% |
| IPO 이후 변동 | 243.67% |
최근 뉴스 및 업데이트
Seeking Alpha • Aug 08
PDD: Cheap, But Regulatory Risk Makes The Discount Deserved
Summary PDD Holdings is fundamentally cheap, highly profitable, and maintains a real competitive edge in lower-end Chinese retail. With growing regulatory scrutiny both in China and internationally over food and product safety and PDD's compliance record, I believe a meaningful discount is warranted. PDD received the harshest penalty in China's “ghost takeout” crackdown, with regulators specifically citing false information and repeated obstruction during the investigation. The financial impact of the penalty is minor, but ongoing regulatory scrutiny, reputation risks, and general uncertainty now weigh heavily on the investment thesis and PDD's rerating potential. At this valuation I cannot justify rating PDD a Sell, but I would avoid initiating new positions until PDD demonstrates materially better regulatory cooperation and compliance; I rate PDD a hold. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 24
PDD: Future Returns Will Balance Weaker Margins And Legal Regulatory Headwinds
Analysts cut their price target on PDD Holdings to $80 from $111.21, citing weaker assumed revenue growth, slimmer profit margins, a slightly higher discount rate, and a lower future P/E multiple that reflect softer e-commerce data points in China and a more cautious sector stance. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several bearish analysts flagging a mix of macro, regulatory, and company specific issues that they say could weigh on execution and growth expectations.
내러티브 업데이트 • Jul 09
PDD: Supply Chain Investment Cycle Will Underpin Future Repricing Potential
PDD Holdings' updated analyst price target reflects a lower fair value estimate to about $160, as analysts factor in reduced revenue growth and profit margin assumptions, along with more cautious views on the company's China e-commerce exposure and investment-heavy strategy. Analyst Commentary Recent research on PDD Holdings points to a more cautious tone, with several firms trimming price targets and tempering expectations after the latest quarterly update and sector data points from China e-commerce.
내러티브 업데이트 • Jun 25
PDD: Heavy Supply Chain And Brand Investments Will Drive Long-Term Upside
The analyst price target for PDD Holdings has been revised lower to reflect a fair value estimate of $115.81, reduced from $119.85, as analysts factor in weaker sector sentiment, recent earnings disappointments, and increased regulatory and investment uncertainties highlighted in recent research. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several firms revising ratings and price targets lower while reassessing the company’s execution, investment plans, and regulatory exposure.Recent updates
Seeking Alpha • Aug 08
PDD: Cheap, But Regulatory Risk Makes The Discount Deserved
Summary PDD Holdings is fundamentally cheap, highly profitable, and maintains a real competitive edge in lower-end Chinese retail. With growing regulatory scrutiny both in China and internationally over food and product safety and PDD's compliance record, I believe a meaningful discount is warranted. PDD received the harshest penalty in China's “ghost takeout” crackdown, with regulators specifically citing false information and repeated obstruction during the investigation. The financial impact of the penalty is minor, but ongoing regulatory scrutiny, reputation risks, and general uncertainty now weigh heavily on the investment thesis and PDD's rerating potential. At this valuation I cannot justify rating PDD a Sell, but I would avoid initiating new positions until PDD demonstrates materially better regulatory cooperation and compliance; I rate PDD a hold. Read the full article on Seeking Alpha내러티브 업데이트 • Jul 24
PDD: Future Returns Will Balance Weaker Margins And Legal Regulatory Headwinds
Analysts cut their price target on PDD Holdings to $80 from $111.21, citing weaker assumed revenue growth, slimmer profit margins, a slightly higher discount rate, and a lower future P/E multiple that reflect softer e-commerce data points in China and a more cautious sector stance. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several bearish analysts flagging a mix of macro, regulatory, and company specific issues that they say could weigh on execution and growth expectations.내러티브 업데이트 • Jul 09
PDD: Supply Chain Investment Cycle Will Underpin Future Repricing Potential
PDD Holdings' updated analyst price target reflects a lower fair value estimate to about $160, as analysts factor in reduced revenue growth and profit margin assumptions, along with more cautious views on the company's China e-commerce exposure and investment-heavy strategy. Analyst Commentary Recent research on PDD Holdings points to a more cautious tone, with several firms trimming price targets and tempering expectations after the latest quarterly update and sector data points from China e-commerce.내러티브 업데이트 • Jun 25
PDD: Heavy Supply Chain And Brand Investments Will Drive Long-Term Upside
The analyst price target for PDD Holdings has been revised lower to reflect a fair value estimate of $115.81, reduced from $119.85, as analysts factor in weaker sector sentiment, recent earnings disappointments, and increased regulatory and investment uncertainties highlighted in recent research. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several firms revising ratings and price targets lower while reassessing the company’s execution, investment plans, and regulatory exposure.분석 기사 • Jun 20
PDD Holdings (PDD) Stock Could Be 33.6% Undervalued After Its Recent Slide
PDD Holdings (NasdaqGS:PDD) has come into focus after a period of weaker share performance, with the stock down 19% over the past month and 17% over the past 3 months. See our latest analysis for PDD Holdings. Beyond the recent slide, PDD Holdings’ share price is now at US$79.56, with the 1 month share price return down 18.6% and the year to date share price return down 31.3%. The 3 year total shareholder return of 14.0% contrasts with a 21.4% decline over the past year, suggesting momentum...내러티브 업데이트 • Jun 11
PDD: Heavy Supply Chain Investments Will Support Long-Term Ecosystem Upside
Analysts have trimmed their price targets on PDD Holdings, with one model price fair value moving from about $148.52 to $119.85. This reflects softer revenue growth assumptions, slightly lower margin expectations, a higher discount rate, and a reduced future P/E multiple following recent Q1 commentary.내러티브 업데이트 • May 28
PDD: Supply Chain And First Party Investments Will Support Future Repricing Potential
Analysts modestly trimmed the fair value estimate for PDD Holdings from about $185.21 to $183.36, reflecting lower price targets after a Q1 revenue miss and softer order metrics. At the same time, they point to ongoing supply chain and first party brand investments that could affect near term earnings visibility.내러티브 업데이트 • May 03
PDD: Higher Margin Expectations Will Support Future Repricing Potential
Analysts have nudged their fair value estimate for PDD Holdings slightly higher to $185.21 from $184.17, citing improved earnings outlooks, higher expected profit margins, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research around PDD Holdings has leaned constructive, with several bullish analysts highlighting what they see as an improving earnings outlook and solid execution.내러티브 업데이트 • Apr 18
PDD: Future Returns Will Reflect Earnings Execution And Ongoing Regulatory Scrutiny
Analysts raised their price target on PDD Holdings to reflect an updated fair value estimate of about $111 per share. The increase is supported by slightly stronger assumptions for revenue growth, profit margins and earnings power, which have also driven recent research upgrades on the stock.내러티브 업데이트 • Apr 04
PDD: Future Returns Will Depend On Regulatory Outcomes And Margin Volatility
Analysts reduced their price target on PDD Holdings by $28 to reflect a lower fair value estimate of $110.11, incorporating updated assumptions for revenue growth, profit margins, and a higher forward P/E multiple following recent regulatory developments and mixed research views. Analyst Commentary Recent research on PDD Holdings presents a mixed picture, with some firms turning more cautious while others still see upside potential.내러티브 업데이트 • Mar 21
PDD: Easing Regulatory Overhang And Investment Led Margins Will Support Future Repricing
Analysts have trimmed their fair value estimate for PDD Holdings by about $1 to $184, citing a slightly higher discount rate and P/E multiple, along with expectations for modestly stronger revenue growth and profit margins following recent target changes on the Street. Analyst Commentary Recent Street research on PDD Holdings points to a mixed set of views, but there are some clear areas where bullish analysts see value, execution progress, and potential support for the revised fair value estimate.내러티브 업데이트 • Mar 06
PDD: Future Returns Will Hinge On Managing Rising Regulatory And Policy Risks
Analysts have modestly lifted their PDD Holdings fair value estimate to about $119, citing updated assumptions around revenue growth, profit margins and future P/E expectations, even as recent research includes both price target increases and reductions across the Street. Analyst Commentary Recent research on PDD Holdings reflects a mix of optimism and caution, with some firms lifting fair value and others pulling back on previous enthusiasm.내러티브 업데이트 • Feb 20
PDD: Tariff Resilience And Smaller Regulatory Fine Will Support Future Upside
Analysts reduced their price target on PDD Holdings by $28 to $170, reflecting slightly lower fair value and revenue growth assumptions, along with a modest increase in projected profit margin and future P/E, as they factor in recent regulatory developments and ongoing investment-driven margin pressure. Analyst Commentary Recent research on PDD Holdings shows a split between bullish analysts who focus on long-term growth potential and bearish analysts who are more focused on regulatory risk, valuation reset, and sustained margin pressure.내러티브 업데이트 • Feb 06
PDD: Future Returns Will Hinge On Reviving Domestic User Engagement
Analysts have trimmed their fair value estimate for PDD Holdings to about $118 from roughly $119, citing recent price target cuts, mixed quarterly readthroughs, and a shift toward higher assumed profit margins paired with a lower future P/E multiple in their updated models. Analyst Commentary Recent Street research on PDD Holdings reflects a cautious tone, with several bearish analysts trimming price targets and reassessing their growth and execution assumptions.내러티브 업데이트 • Jan 23
PDD: Regulatory Clarity And Resilient Margins Will Drive Future Repricing
Analysts have nudged their fair value estimate for PDD Holdings higher to about $185 from roughly $174, reflecting updated assumptions around a higher future P/E multiple and slightly stronger profit margins after recent regulatory clarity in China and mixed but resilient quarterly results. Analyst Commentary Recent Street research on PDD Holdings has been mixed, with some firms taking a more cautious stance on the domestic business while others focus on execution, resilience to regulatory changes, and updated valuation frameworks.내러티브 업데이트 • Jan 09
PDD: Long Term Tariff Resilience Will Support Future Upside Potential
The analyst price target for PDD Holdings has been raised from $140 to $170. Analysts point to the company’s resilience in adjusting to U.S. tariffs and duty rule changes, while accepting ongoing margin pressure as it continues to invest for the long term.내러티브 업데이트 • Dec 25
PDD: Future Performance Will Depend On Reigniting Domestic User Engagement
Analysts have modestly raised their price target on PDD Holdings to about $119 from roughly $117, reflecting higher long term revenue growth expectations, despite a slightly lower profit margin outlook and some concerns over maturing user engagement trends in the core domestic business. Analyst Commentary Bearish analysts have begun to signal a more cautious stance on PDD Holdings, highlighting that the company is entering a phase where domestic user growth and engagement no longer provide the clear upside they once did.내러티브 업데이트 • Dec 11
PDD: Execution On Mature Domestic Platform Will Support Future Upside Potential
Analysts have slightly reduced their price target on PDD Holdings by $5 to $135, citing signs of a maturing domestic business and recent stagnation in user engagement metrics as reasons for a more measured growth outlook. Analyst Commentary Analysts are converging on a more balanced view of PDD Holdings, with the reduced price target framed as a recalibration to slower, but still positive, growth expectations rather than a structural bear call on the business.내러티브 업데이트 • Nov 27
PDD: Top-Line Expansion Will Offset Domestic User Engagement Concerns
Analysts have raised their price target for PDD Holdings from $145.77 to $146.91. This change reflects improved revenue growth projections, despite ongoing concerns about profit margins and the company's evolving business mix.내러티브 업데이트 • Nov 11
PDD: Merchant Support Initiatives And Global Expansion Will Drive Near-Term Earnings Volatility
The analyst price target for PDD Holdings increased modestly by $0.65 to $145.77 per share. Analysts cited balanced growth initiatives and sustained profitability following stronger-than-expected second quarter results.내러티브 업데이트 • Oct 27
Ecosystem Investments And Cost Discipline Will Shape Future E-Commerce Landscape
The analyst price target for PDD Holdings has been raised from approximately $143.36 to $145.12. Analysts cite stronger-than-expected profitability and continued disciplined growth, though they also note ongoing market volatility and competitive pressures as considerations for future expectations.내러티브 업데이트 • Aug 27
Supply Chain And Ecosystem Investments Will Improve Operational Efficiency
Analysts raised PDD Holdings' price target from $125.60 to $140.27 following a Q2 earnings beat driven by strong profitability and competitive positioning despite ongoing margin pressures and concerns over the sustainability of these results amid regulatory and competitive uncertainties. Analyst Commentary Bullish analysts raised price targets following a Q2 earnings beat, citing better-than-expected profitability driven by cost discipline and competitive strength, with several seeing early signs of recovery amid challenging domestic and overseas conditions.Seeking Alpha • Mar 15
PDD Holdings: Sky-High Free Cash Flow Yield, Earnings On Tap
Summary China stocks have started 2025 strong, with the Hang Seng Index seeing its best rally since 1986. Despite a 12% drop since October, PDD's low P/E ratio and robust EPS growth make it a buy. PDD's Q3 results showed solid operating profit growth, but competition and tariffs remain key risks. Ahead of Q4 earnings, PDD's stock is undervalued with high implied volatility, consolidating between $110 and $133. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
PDD Holdings: Here Comes The Hard Part
Summary PDD Holdings joined other Chinese stocks in rallying after Alibaba's earnings release exceeded expectations. BABA's release was quite good, but the best thing about it was the high-growth and rising profitability in the cloud segment. PDD does not have a cloud segment. BABA's Chinese ecommerce business barely grew last quarter. Its international business grew rapidly but lost money. Neither of these facts bode particularly well for PDD. PDD's management has been warning investors about lower earnings for a few quarters now. The growth is slowing down too. I remain long PDD, but I trimmed my position by 20% recently. In this article, I explain why I did that. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
PDD's Outlook Changes With De Minimis Boom-Bust, Amazon Headwinds
Summary PDD Holdings faces significant headwinds including regulatory scrutiny in China, global trade uncertainties, and intensified competition from Amazon's new Haul service. Revenue growth has begun decelerating, with margins under pressure, and consensus estimates predict further normalization of growth rates to ~29% in Q4. PDD's valuation premium is not appealing given the elevated risks, with expected earnings growth of just 12.8% in 2025 compared to 25% sales growth. I recommend a Hold rating on PDD Holdings due to mid-term pressures on growth and margins, and the increasing competitive threats from Amazon. Read the full article on Seeking Alpha새로운 내러티브 • Jan 19
PDD Holdings will see accelerating growth with a 74% price target increase
Transaction services revenue surged 72% year-over-year, significantly outpacing expectationsSeeking Alpha • Jan 07
PDD Holdings: Pushing Delivery Beyond Borders
Summary PDD is expanding its free delivery to Japan, Singapore, Taiwan, Korea, and Macau, enhancing its global reach and offsetting domestic market weaknesses. PDD's low-cost leadership, superior supply chain, and strong user stickiness make it a share gainer against Alibaba and JD, especially with its Temu platform. PDD's free shipping policies are more generous than competitors, but the lack of a proper return mechanism could limit broader adoption. We remain bullish on PDD, considering its global expansion and undervalued share price, trading at 7.6x 2025E P/E, compared to Alibaba and JD. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
PDD Holdings: A Top E-Commerce Growth Play For 2025
Summary PDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case. The company's valuation is attractive, trading at a lower price-to-earnings ratio compared to Alibaba and JD.com, despite strong top line growth. Risks include fierce competition in the Chinese e-Commerce market and a potential future slowdown in revenue growth. PDD Holdings remains an appealing investment for 2025, given its top line momentum and significant profitability. Read the full article on Seeking AlphaSeeking Alpha • Dec 01
PDD Holdings: Cheap With A Christmas Catalyst (Rating Upgrade)
Summary The last time I covered PDD Holdings I rated it a hold because of its decelerating growth. Now however the stock is a approaching deep value territory with the holiday season looming. Yesterday, Seeking Alpha News reported that PDD's TEMU was courting U.S. retailers for its upcoming Christmas sales drive. With the Trump administration set to take office on January 20, that move couldn't have come at a better time. In this article I explain why I consider PDD stock a buy today at $96 in light of its intelligent Holiday shopping strategy and Trump-friendly retailer pivot. Read the full article on Seeking Alpha
새로운 내러티브 • Nov 24
Innovative Strategies Drive Growth Amidst E-commerce Challenges And Market Expansion
Merchant support programs and cost reductions aim to drive revenue growth by enhancing innovation and expanding market reach.Seeking Alpha • Nov 23
PDD: Near-Term Correction Doesn't Deter Our Bullish Bargain Hunt
Summary We remain bullish on PDD despite a 15% share price pullback, viewing it as an attractive entry point for growth-focused investors. PDD's cost leadership and Temu's global growth potential position it favorably against competitors like JD and Alibaba. Current valuation undervalues PDD, especially considering Temu's expansion and the company's strong domestic and international market positioning. Key risks include potential prolonged consumption pullback in China, but Temu's growth remains a critical component of our bullish outlook. Read the full article on Seeking AlphaSeeking Alpha • Nov 16
PDD Holdings: Strong Buy With An Outsized CAGR Likely Until 2026
Summary PDD offers a 37% CAGR over two years, with a 43.5% margin of safety based on intrinsic valuation. Best suited for short-term allocation amid the anticipated 2027 macro slowdown. Leveraging social e-commerce, PDD outpaces JD and Alibaba in revenue growth (81.5% five-year average) while expanding internationally via Temu and enhancing product quality and brand. Key risks include sentiment stagnation, regulatory scrutiny, and ethical sourcing challenges. Yet, growth momentum and improved vendor collaboration support its Strong Buy case. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
PDD Holdings: Brand Migration Driving Long-Term GMV Growth
Summary PDD Holdings' growing attraction for brands like H&M and the potential onboarding of Sam's Club enhances its platform stickiness and drives higher GMV share growth. We raise PDD's valuation to $230/share, projecting a 14% CAGR for PDD China’s GMV growth from 2024 to 2027, driven by active buyer and GMV per buyer growth. H&M's entry highlights PDD's role in reaching China's middle and low-income consumers amid the economic slowdown, shifting preference from Alibaba and JD to PDD. The addition of branded products like H&M and potentially Sam's Club strengthens PDD's ecosystem, enhancing cross-selling and capturing more consumer traffic. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
PDD: Shop Until You Drop
Summary PDD Holdings is undervalued, with a target price of $200/share, implying a 30% upside from current levels. PDD's domestic market strength, undervaluation of Temu, and underestimated global expansion potential are key drivers for the bullish outlook. Geopolitical risks surrounding Temu are overestimated, and new geographic expansions could offset these concerns. Temu's potential to add $20/share to PDD's valuation and its competitive edge in global markets support the bullish thesis. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
PDD Stock: Chinese Stimulus Just Made The Bull Case Stronger
Summary PDD Holdings stock surged 11.2% after China's new economic stimulus package was unveiled, yet it remains undervalued given its growth potential and strong financials. PDD's unique business model, high profitability and returns on capital, strong balance sheet, and low valuation make it an attractive buy despite regulatory risks and intense competition. China's stimulus measures, including lower interest rates and reduced bank reserve requirements, should boost the Chinese economy and investor sentiment. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
PDD Holdings: Price Crash Could Be A Buying Opportunity
Summary PDD Holdings Inc. reported stronger-than-expected profits but missed revenue estimates, with management indicating slower growth ahead, causing a significant share price drop. Despite the revenue miss, PDD's year-over-year growth was over 80%, and earnings per share surged by 122%, showcasing robust profitability. Previously rated as a "Buy" due to strong growth driven by Temu, PDD's substantial China exposure remains a risk factor. The recent share price reaction might be an overreaction, as PDD was not expensive even before the pullback. Read the full article on Seeking AlphaSeeking Alpha • Aug 21
PDD: Ready To Move Higher Post Q2 Earnings
Summary PDD Holdings Inc.'s prospects are impressive. It has strong financials, with over $30 billion in net cash, aggressive growth investments, and a potential 60% CAGR in 2024. PDD Holdings is an undervalued stock with a 12x forward free cash flow, presenting a rare opportunity for investors to buy before appreciation. Read the full article on Seeking AlphaSeeking Alpha • Jul 16
PDD Holdings: Looming Tariffs Likely Won't Stop Temu
Summary PDD Holdings has seen explosive sales growth with the launch of Temu in the U.S. and Europe, reaching $12 billion in quarterly sales. The company faces regulatory threats from potential import tariffs on small orders, but its cheap valuation and massive balance sheet provide a cushion. The stock only trades at 9x 2025 EPS targets, which appear very conservative. Read the full article on Seeking AlphaSeeking Alpha • Jun 22
PDD: Strong Business Growth Thanks To Temu, Trading At Just 12x Earnings
Summary PDD Holdings Inc. showcases explosive business growth of over 100% annually, with a very undemanding valuation of just 12x expected net profits. PDD Holdings, an underfollowed e-commerce giant, has seen massive revenue growth, especially with the success of its Temu shopping app. Despite strong growth and attractive earnings, PDD Holdings faces regulatory risks due to its China ties and potential Western regulatory challenges. Read the full article on Seeking AlphaSeeking Alpha • Jun 15
PDD: Untapped Growth Engine With Hidden Cash Potential
Summary PDD Holdings shows strong momentum and fast-growing operations with a relatively low multiple due to geopolitical risks. The business generates compounding power through network effects, leading to fast growth and economies of scale. PDD has significant cash reserves that offer upside optionality for growth, but investors should be aware of the inherent risks of Chinese tech stocks. Read the full article on Seeking AlphaSeeking Alpha • May 22
PDD Holdings' Q1 Earnings: Great - With 1 Catch (Rating Downgrade)
Summary PDD Holdings Inc. just released its first quarter earnings. The release showed 131% revenue growth and 202% earnings growth, both well ahead of expectations. PDD Holdings' previous earnings release beat expectations, but the stock still crashed. The trading after today's release was lukewarm. Some factors in PDD Holdings' release, such as cash flows, suggest that the company's earnings quality and sustainability might not be great. In this article, I explore why I remain bullish on PDD Holdings ahead of earnings, and why I am downgrading my rating to "buy" despite my continued bullishness. Read the full article on Seeking AlphaSeeking Alpha • May 08
PDD Holdings: Offering High Growth, Strong Profits And Stability (SA Quant)
Summary PDD Holdings is up more than 120% in the past year, as its SA Quant Rating has continued to rise, driven by improved Momentum and EPS Revision factor grades. PDD revenue TTM has grown almost 90% YoY, EBIT +93%, and EPS +87% while levered FCF margin is at 33% and ROE of ~40%. PDD crushed earnings seven out of the last eight quarters, showcasing monster profitable growth, with EPS projected to rise 48% YoY in Q124 and revenue +98%. Although PDD is a fast-growing company, its stock price is stable, evidenced by a 60M beta of 0.68, significantly less volatile than the market. PDD Holdings’ robust profit margins, excellent earnings growth potential, strong balance sheet, solid momentum, and stability make it an SA Quant Team Strong Buy. Read the full article on Seeking AlphaSeeking Alpha • Apr 08
PDD Holdings: I'm Buying This Now
Summary PDD Holdings is a secretive company with strong growth and free cash flows, making its stock cheap at 13x forward free cash flow. The company has nearly $7.5 billion of net cash and could easily repay its convertible notes. PDD has the potential for 60% CAGR in 2024 and could see $15 billion of free cash flow, making its current valuation of 13x free cash flow undervalued. Read the full article on Seeking Alpha주주 수익률
| PDD | US Multiline Retail | US 시장 | |
|---|---|---|---|
| 7D | 3.6% | -2.5% | 2.7% |
| 1Y | -19.7% | 16.0% | 20.9% |
수익률 대 산업: PDD은 지난 1년 동안 16%의 수익을 기록한 US Multiline Retail 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: PDD은 지난 1년 동안 20.9%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| PDD volatility | |
|---|---|
| PDD Average Weekly Movement | 5.8% |
| Multiline Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: PDD는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: PDD의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2015 | 25,474 | Lei Chen | www.pddholdings.com |
는 다양한 사업 포트폴리오를 소유하고 운영하는 다국적 커머스 그룹입니다. 이 회사는 다양한 제품 카테고리와 대화형 쇼핑 경험을 제공하는 핀둬둬 플랫폼과 판매자가 제조 및 상업 운영을 간소화할 수 있도록 지원하는 온라인 플랫폼인 Temu를 운영하고 있습니다. 핀둬둬둬는 이전에는 핀둬둬 주식회사로 알려졌으나 2023년 2월에 PDD홀딩스 주식회사로 사명을 변경했습니다.
PDD Holdings Inc. 기초 지표 요약
| PDD 기초 통계 | |
|---|---|
| 시가총액 | US$130.61b |
| 순이익 (TTM) | US$14.17b |
| 매출 (TTM) | US$65.55b |
9.2x
주가수익비율(P/E)2.0x
주가매출비율(P/S)PDD는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| PDD 손익계산서 (TTM) | |
|---|---|
| 매출 | CN¥442.40b |
| 매출원가 | CN¥194.75b |
| 총이익 | CN¥247.65b |
| 기타 비용 | CN¥152.01b |
| 순이익 | CN¥95.65b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 67.20 |
| 총이익률 | 55.98% |
| 순이익률 | 21.62% |
| 부채/자본 비율 | 0% |
PDD의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/09 06:19 |
| 종가 | 2026/08/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
PDD Holdings Inc.는 74명의 분석가가 다루고 있습니다. 이 중 35명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Zixiao Yang | Arete Research Services LLP |
| Jiong Shao | Barclays |
| Xiaoguang Zhao | Barclays |