DiDi Global Inc.

OTCPK:DIDI.Y Voorraadrapport

Marktkapitalisatie: US$15.6b

DiDi Global Beheer

Beheer criteriumcontroles 2/4

De CEO DiDi Global is Will Cheng, benoemd in Feb2015, heeft een ambtstermijn van 11.25 jaar. bezit rechtstreeks 6.76% van de aandelen van het bedrijf, ter waarde $ 1.06B. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.1 jaar en 3.6 jaar.

Belangrijke informatie

Will Cheng

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salarisn/a
Dienstverband CEO11.3yrs
Eigendom CEO6.8%
Management gemiddelde ambtstermijn5.1yrs
Gemiddelde ambtstermijn bestuur3.6yrs

Recente managementupdates

Geen updates

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.

CEO

Will Cheng (41 yo)

11.3yrs
Tenure

Mr. Cheng Wei, also known as Will, is the Founder, Chairman and Chief Executive Officer of Beijing Xiaoju Technology Co, Ltd. Cheng Wei founded Beijing Orange Technology Co Ltd. in 2012 and soon launched D...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Wei Cheng
Founder11.3yrsgeen gegevens6.76%
$ 1.1b
Qing Liu
Co-Founderno datageen gegevensgeen gegevens
Bo Zhang
Co-Founder & CEO of DiDi autonomous driving6.8yrsgeen gegevensgeen gegevens
Yue Zhuo
CFO & Director5.1yrsgeen gegevensgeen gegevens
Chunbo Lai
Chief Technology Officerless than a yeargeen gegevens0.0044%
$ 691.3k
Shaorong Liu
Chief Legal Officer & Director1.9yrsgeen gegevensgeen gegevens
5.1yrs
Gemiddelde duur
41yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van DIDI.Y is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.1 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Wei Cheng
Founder13.3yrsgeen gegevens6.76%
$ 1.1b
Yue Zhuo
CFO & Director2yrsgeen gegevensgeen gegevens
Shaorong Liu
Chief Legal Officer & Director1.9yrsgeen gegevensgeen gegevens
Gaofei Wang
Independent Director4.9yrsgeen gegevensgeen gegevens
Zhihui Yang
Independent Director3.1yrsgeen gegevensgeen gegevens
Fengxia Liang
Director4.1yrsgeen gegevensgeen gegevens
3.6yrs
Gemiddelde duur
44.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van DIDI.Y wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.6 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/25 07:22
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 je 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

DiDi Global Inc. wordt gevolgd door 16 analisten. 12 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.

AnalistInstelling
Cherry LeungBernstein
Yawen TanBNP Paribas
Chen ChiBNP Paribas