Coupang Inkomsten in het verleden
Verleden criteriumcontroles 0/6
Coupang is de winst gegroeid met een gemiddeld jaarlijks percentage van 52.5%, terwijl de Multiline Retail industrie de winst jaarlijks groeide met 12.5%. De inkomsten zijn gegroeid met een gemiddelde van 17% per jaar.
Belangrijke informatie
52.49%
Groei van de winst
76.13%
Groei van de winst per aandeel
| Multiline Retail Groei van de industrie | 12.60% |
| Inkomstengroei | 16.97% |
| Rendement op eigen vermogen | -4.22% |
| Nettomarge | -0.47% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • Jun 26
CPNG: Data Fine And AI Expansion Will Shape Future Earnings Power
The analyst price target for Coupang has been reduced slightly, reflecting updated fair value estimates tied to the expected $410M regulatory fine and its impact on future earnings and margins, even as some analysts highlight that resolving the penalty removes a key overhang for the stock. Analyst Commentary Recent research on Coupang highlights a split view, with some analysts focused on the size and accounting treatment of the regulatory fine and others pointing to the resolution of the issue as a positive for sentiment.
Narratiefupdate • Jun 12
CPNG: Data Breach Fine Resolution Will Eventually Clear Path For Recovery
Analysts have trimmed Coupang's fair value estimate by about $0.94 to roughly $26.29. This reflects slightly lower assumptions for revenue growth and profit margins, partially offset by a modestly higher future P/E multiple, as they weigh the impact of recent downgrades against views that the data breach fine removes a key overhang.Seeking Alpha • May 31
Coupang: Worst Is Over, Data Breach Quantified
Summary Coupang remains a buy as it recovers from a major data breach, with normalization expected post-2026. CPNG absorbed $1.1bn in breach-related costs, causing a 300bp EBITDA margin drop and revenue slowdown, but maintains strong cash flow and a $4bn net cash position. 2027-2028 forecasts call for resumed growth, with EBITDA margins rebounding to 9% and adjusted net income increasing 7x by 2028. Valuation is attractive post-2026, with a $29 price target (82% upside) and potential for $43 if 2028 estimates are met. Read the full article on Seeking Alpha
Narratiefupdate • May 29
CPNG: Data Breach Resolution And Taiwan Execution Will Shape Path To US$36
Coupang's analyst fair value estimate has been revised from $40.00 to $36.00 as analysts factor in a higher discount rate, a more conservative margin outlook, and recent mixed research that includes both price target cuts and raises across the Street. Analyst Commentary While the fair value estimate has been revised lower, Street research on Coupang remains mixed, with some firms turning more cautious and others highlighting reasons to stay constructive on the stock.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...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 AlphaNieuw narratief • 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
Nieuw narratief • 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.Opbrengsten en kosten
Opbrengsten en kosten
Hoe Coupang geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 35,130 | -165 | 10,020 | 0 |
| 31 Dec 25 | 34,534 | 208 | 9,643 | 0 |
| 30 Sep 25 | 33,664 | 390 | 9,288 | 0 |
| 30 Jun 25 | 32,263 | 365 | 8,882 | 0 |
| 31 Mar 25 | 31,062 | 256 | 8,658 | 0 |
| 31 Dec 24 | 30,268 | 154 | 8,327 | 0 |
| 30 Sep 24 | 28,864 | 1,031 | 7,680 | 0 |
| 30 Jun 24 | 27,182 | 1,052 | 7,007 | 0 |
| 31 Mar 24 | 25,696 | 1,274 | 6,235 | 0 |
| 31 Dec 23 | 24,383 | 1,360 | 5,717 | 0 |
| 30 Sep 23 | 23,149 | 429 | 5,363 | 0 |
| 30 Jun 23 | 22,066 | 429 | 5,041 | 0 |
| 31 Mar 23 | 21,267 | 208 | 4,886 | 0 |
| 31 Dec 22 | 20,583 | -92 | 4,822 | 0 |
| 30 Sep 22 | 20,333 | -599 | 4,828 | 0 |
| 30 Jun 22 | 19,876 | -1,014 | 4,741 | 0 |
| 31 Mar 22 | 19,316 | -1,457 | 4,556 | 0 |
| 31 Dec 21 | 18,406 | -1,543 | 4,307 | 0 |
| 30 Sep 21 | 17,133 | -1,220 | 3,886 | 0 |
| 30 Jun 21 | 15,625 | -1,069 | 3,499 | 0 |
| 31 Mar 21 | 13,761 | -711 | 2,998 | 0 |
| 31 Dec 20 | 11,967 | -556 | 2,502 | 0 |
| 31 Dec 19 | 6,273 | -768 | 1,675 | 0 |
| 31 Dec 18 | 4,054 | -1,098 | 1,258 | 0 |
Kwaliteitswinsten: CPNG is momenteel verliesgevend.
Groeiende winstmarge: CPNG is momenteel verliesgevend.
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: CPNG is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 52.5% per jaar verminderd.
Versnelling van de groei: Het is niet mogelijk om de winstgroei van CPNG over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.
Winst versus industrie: CPNG is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Multiline Retail industrie ( 1.9% ).
Rendement op eigen vermogen
Hoge ROE: CPNG heeft een negatief Return on Equity ( -4.22% ), omdat het momenteel verliesgevend is.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/06 06:57 |
| Aandelenkoers aan het einde van de dag | 2026/07/02 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Coupang, Inc. wordt gevolgd door 22 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Zixiao Yang | Arete Research Services LLP |
| Jiong Shao | Barclays |
| Min-joo Kang | Bernstein |