DiDi Global Inc.

OTCPK:DIDI.Y 주식 리포트

시가총액: US$15.4b

DiDi Global 향후 성장

Future 기준 점검 3/6

DiDi Global (는) 각각 연간 49.7% 및 8.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 77% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.3% 로 예상됩니다.

핵심 정보

49.7%

이익 성장률

76.99%

EPS 성장률

Transportation 이익 성장13.8%
매출 성장률8.5%
향후 자기자본이익률12.34%
애널리스트 커버리지

Good

마지막 업데이트11 May 2026

최근 향후 성장 업데이트

업데이트 없음

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.

이익 및 매출 성장 예측

OTCPK:DIDI.Y - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028300,56710,67813,42516,06110
12/31/2027274,3715,7287,88311,80912
12/31/2026249,383-1,5501,9854,84112
12/31/2025226,7019936,4609,816N/A
9/30/2025221,170-117,66811,276N/A
6/30/2025216,529-5416,82410,432N/A
3/31/2025210,9892,7985,4589,066N/A
12/31/2024206,7991,2582,8476,455N/A
9/30/2024203,3042,6431,4893,829N/A
6/30/2024200,7563,6005002,840N/A
3/31/2024198,740-2,818-1702,170N/A
12/31/2023192,380-4,7948463,186N/A
9/30/2023179,431-6,318-2,279-1,002N/A
6/30/2023164,500-7,515-8,497-5,943N/A
3/31/2023149,578-14,981-10,490-7,936N/A
12/31/2022140,792-11,720-12,772-10,219N/A
9/30/2022145,099-23,585-14,992-7,095N/A
6/30/2022151,304-52,700N/AN/AN/A
3/31/2022165,590-61,087-12,458-8,561N/A
12/31/2021173,827-50,031-20,034-13,414N/A
9/30/2021179,749-56,869-18,739-12,940N/A
6/30/2021180,472-25,646N/AN/AN/A
3/31/2021163,427-6,503-9,930-2,017N/A
12/31/2020141,736-10,680-4,6611,138N/A
12/31/2019154,786-9,728-8081,445N/A
12/31/2018135,288-15,642N/A-9,228N/A

애널리스트 향후 성장 전망

수입 대 저축률: DIDI.Y 의 연간 예상 수익 증가율(49.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: DIDI.Y 의 연간 수익(49.7%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: DIDI.Y 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: DIDI.Y 의 수익(연간 8.5%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: DIDI.Y 의 수익(연간 8.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: DIDI.Y의 자본 수익률은 3년 후 12.3%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/18 12:58
종가2026/05/15 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
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주요 개발10년
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* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

DiDi Global Inc.는 16명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Cherry LeungBernstein
Yawen TanBNP Paribas
Chen ChiBNP Paribas