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Dingdong (Cayman) LimitedNYSE:DDL Stock Report

Market Cap US$685.8m
Share Price
US$2.74
n/a
1Y-17.0%
7D-4.9%
Portfolio Value
​
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Dingdong (Cayman) Limited

NYSE:DDL Stock Report

Market Cap: US$685.8m

Dingdong (Cayman) (DDL) Stock Overview

Operates an e-commerce company in China. More details

DDL fundamental analysis
Snowflake Score
Valuation5/6
Future Growth4/6
Past Performance5/6
Financial Health6/6
Dividends0/6

Rewards

Trading at 53.3% below our estimate of its fair value

Earnings are forecast to grow 25.01% per year

Earnings grew by 43.3% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Volatile share price over the past 3 months compared to the US market


DDL Community Fair Values

Create Narrative

See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Dingdong (Cayman)

China's Urban Growth And Digital Trends Will Expand Grocery Markets

Key Takeaways AI-driven automation and personalization are unlocking major cost advantages, enhanced quality, and higher customer lifetime value through engaged, loyal users. International expansion and health-focused offerings position Dingdong to capture demand in high-growth markets and sustain elevated revenue amid rising competition.
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US$3.59
FV
23.6% undervalued intrinsic discount
16.13%
Revenue growth p.a.
20
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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Dingdong (Cayman)

Optimized Supply Chain And Omnichannel Expansion Will Secure Enduring Advantage

Key Takeaways Strong user engagement, premium offerings, and proprietary product expansion are boosting margins, customer loyalty, and positioning for sustained growth. Supply chain optimization, automation, and omnichannel strategy are lowering costs and opening new markets for accelerated long-term revenue gains.
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US$2.67
FV
2.7% overvalued intrinsic discount
9.01%
Revenue growth p.a.
58
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
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Dingdong (Cayman)

China Saturation And Rising Costs Will Test Fundamentals Yet Stabilize

Key Takeaways Margin and profit growth are constrained by heavy investment, price competition, and challenges in high-cost customer acquisition despite strong demand and supply chain innovation. Growth prospects face risk from core market saturation and unproven international expansion, with capital demands and operational uncertainty threatening future scalability.
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US$1.61
FV
70.5% overvalued intrinsic discount
6.47%
Revenue growth p.a.
11
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
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Dingdong (Cayman) Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Dingdong (Cayman)
Historical stock prices
Current Share PriceUS$2.74
52 Week HighUS$3.85
52 Week LowUS$1.65
Beta0.43
1 Month Change-2.49%
3 Month Change64.07%
1 Year Change-16.97%
3 Year Change-44.42%
5 Year Changen/a
Change since IPO-88.35%

Recent News & Updates

Dingdong (Cayman) Limited: Why It Could Be Better Off Teaming Up

Jan 28

Dingdong (Cayman) Limited (NYSE:DDL) Stock Catapults 33% Though Its Price And Business Still Lag The Market

Jan 06
Dingdong (Cayman) Limited (NYSE:DDL) Stock Catapults 33% Though Its Price And Business Still Lag The Market

Recent updates

Dingdong (Cayman) Limited: Why It Could Be Better Off Teaming Up

Jan 28

Dingdong (Cayman) Limited (NYSE:DDL) Stock Catapults 33% Though Its Price And Business Still Lag The Market

Jan 06
Dingdong (Cayman) Limited (NYSE:DDL) Stock Catapults 33% Though Its Price And Business Still Lag The Market

Dingdong (Cayman) (NYSE:DDL) Is Experiencing Growth In Returns On Capital

Oct 11
Dingdong (Cayman) (NYSE:DDL) Is Experiencing Growth In Returns On Capital

Dingdong (Cayman) Limited (NYSE:DDL) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Apr 05
Dingdong (Cayman) Limited (NYSE:DDL) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Dingdong Q4: Good End To The Year With Many Positives Going Into 2025

Mar 06
User avatar

Supply Chain Optimization And Fulfillment Station Expansion Will Improve Future Operational Efficiency

Supply chain optimization and new fulfillment stations are set to enhance efficiency, drive down costs, and boost revenue growth.

Positive Sentiment Still Eludes Dingdong (Cayman) Limited (NYSE:DDL) Following 25% Share Price Slump

Jan 07
Positive Sentiment Still Eludes Dingdong (Cayman) Limited (NYSE:DDL) Following 25% Share Price Slump

Dingdong: Turning Positive With Profit Beat And Favorable Prospects (Rating Upgrade)

Nov 12

Further Upside For Dingdong (Cayman) Limited (NYSE:DDL) Shares Could Introduce Price Risks After 27% Bounce

Oct 30
Further Upside For Dingdong (Cayman) Limited (NYSE:DDL) Shares Could Introduce Price Risks After 27% Bounce

Even With A 26% Surge, Cautious Investors Are Not Rewarding Dingdong (Cayman) Limited's (NYSE:DDL) Performance Completely

Sep 01
Even With A 26% Surge, Cautious Investors Are Not Rewarding Dingdong (Cayman) Limited's (NYSE:DDL) Performance Completely

Dingdong: Bleak Growth Outlook Due To Competitive Pressure

Jul 09

Dingdong: Watch 2024 Cash Flow And Top Line

Apr 23

Dingdong: Focus On Short-Term Financial Outlook And Long-Term Value Drivers

Feb 05

Dingdong (Cayman) Limited's (NYSE:DDL) 29% Share Price Plunge Could Signal Some Risk

Dec 26
Dingdong (Cayman) Limited's (NYSE:DDL) 29% Share Price Plunge Could Signal Some Risk

Dingdong: Still Neutral Considering Both Results And Guidance

Nov 17

Dingdong Rings On Its East China Base To Fatten Profits

Sep 05

Dingdong Q2 Preview: Results Could Be Below Expectations

Aug 01

Things Look Grim For Dingdong (Cayman) Limited (NYSE:DDL) After Today's Downgrade

May 18
Things Look Grim For Dingdong (Cayman) Limited (NYSE:DDL) After Today's Downgrade

Dingdong Non-GAAP EPS of -$0.12 misses by $0.08, revenue of $835.4M misses by $4.48M

Nov 11

Dingdong: Cheap For Good Reasons

Nov 01

Dingdong GAAP EPS of -$0.01 beats by $0.36, revenue of $990.49M beats by $20.91M

Aug 11

Dingdong Continues Shift To Efficiency Over Growth

Jul 25

Dingdong Slows Down Spending, Dangles Prospect Of Profits

Feb 16

Dingdong Pulls Further Away From Old Opponent, But Profits Remain Far Off

Nov 19

Shareholder Returns

DDLUS Consumer RetailingUS Market
7D-4.9%6.2%-3.0%
1Y-17.0%11.9%10.3%

Return vs Industry: DDL underperformed the US Consumer Retailing industry which returned 11.9% over the past year.

Return vs Market: DDL underperformed the US Market which returned 10.3% over the past year.

Price Volatility

Is DDL's price volatile compared to industry and market?
DDL volatility
DDL Average Weekly Movement12.3%
Consumer Retailing Industry Average Movement4.2%
Market Average Movement6.3%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.0%

Stable Share Price: DDL's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: DDL's weekly volatility (12%) has been stable over the past year, but is still higher than 75% of US stocks.

About the Company

FoundedEmployeesCEOWebsite
20173,120Liang Changlinwww.100.me

Dingdong (Cayman) Limited operates an e-commerce company in China. The company provides fresh groceries, including vegetables, meat and eggs, fruits, and seafood. It also offers prepared food, such as ready-to-eat, ready-to-heat, ready-to-cook, and ready-to-mix food; and other food products, such as baked goods, dairy, seasonings, beverages, instant food, oil, and snacks.

Dingdong (Cayman) Limited Fundamentals Summary

How do Dingdong (Cayman)'s earnings and revenue compare to its market cap?
DDL fundamental statistics
Market capUS$685.78m
Earnings (TTM)US$41.00m
Revenue (TTM)US$3.46b
14.3x
P/E Ratio
0.2x
P/S Ratio

Is DDL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DDL income statement (TTM)
RevenueCN¥24.02b
Cost of RevenueCN¥16.96b
Gross ProfitCN¥7.06b
Other ExpensesCN¥6.78b
EarningsCN¥284.50m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)1.33
Gross Margin29.41%
Net Profit Margin1.18%
Debt/Equity Ratio79.1%

How did DDL perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/05 13:05
End of Day Share Price 2026/02/05 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Dingdong (Cayman) Limited is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yang BaiChina International Capital Corporation Limited
Qingpu YangCitic Securities Co., Ltd.
Chun-Yin LeungDaiwa Securities Co. Ltd.