Dingdong (Cayman) Limited

NYSE:DDL Stock Report

Market Cap: US$864.9m

Dingdong (Cayman) Valuation

Is DDL undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of DDL when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: DDL ($3.99) is trading below our estimate of fair value ($76.14)

Significantly Below Fair Value: DDL is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for DDL?

Key metric: As DDL is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for DDL. This is calculated by dividing DDL's market cap by their current earnings.
What is DDL's PE Ratio?
PE Ratio31.9x
EarningsCN¥198.47m
Market CapCN¥6.31b

Price to Earnings Ratio vs Peers

How does DDL's PE Ratio compare to its peers?

The above table shows the PE ratio for DDL vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average15.9x
NGVC Natural Grocers by Vitamin Cottage
26.4xn/aUS$875.0m
IMKT.A Ingles Markets
8xn/aUS$1.3b
VLGE.A Village Super Market
9.6xn/aUS$472.9m
WMK Weis Markets
19.7xn/aUS$1.9b
DDL Dingdong (Cayman)
31.9x33.0%US$864.9m

Price-To-Earnings vs Peers: DDL is expensive based on its Price-To-Earnings Ratio (31.9x) compared to the peer average (15.9x).

Price to Earnings Ratio vs Industry

How does DDL's PE Ratio compare vs other companies in the US Consumer Retailing Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
DDL 31.9xIndustry Avg. 24.8xNo. of Companies4PE01632486480+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: DDL is expensive based on its Price-To-Earnings Ratio (31.9x) compared to the US Consumer Retailing industry average (24.8x).

Price to Earnings Ratio vs Fair Ratio

What is DDL's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

DDL PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio31.9x
Fair PE Ratio26.6x

Price-To-Earnings vs Fair Ratio: DDL is expensive based on its Price-To-Earnings Ratio (31.9x) compared to the estimated Fair Price-To-Earnings Ratio (26.6x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst DDL forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$3.99
US$3.43
-13.9%
51.5%US$5.47US$1.33n/a6
Dec ’25US$4.28
US$3.43
-19.8%
51.5%US$5.47US$1.33n/a6
Nov ’25US$3.72
US$3.15
-15.3%
46.8%US$5.10US$1.35n/a6
Oct ’25US$3.82
US$2.05
-46.4%
23.3%US$2.52US$1.35n/a5
Sep ’25US$2.16
US$2.04
-5.7%
22.9%US$2.50US$1.36n/a5
Aug ’25US$1.81
US$1.96
+8.5%
21.8%US$2.50US$1.34n/a5
Jul ’25US$2.04
US$1.97
-3.3%
21.6%US$2.50US$1.35n/a5
Jun ’25US$2.08
US$1.97
-5.2%
21.6%US$2.50US$1.35n/a5
May ’25US$1.41
US$2.10
+49.3%
57.8%US$4.39US$1.00n/a5
Apr ’25US$1.22
US$2.12
+73.4%
57.8%US$4.42US$1.00n/a5
Mar ’25US$1.16
US$2.30
+98.6%
52.1%US$4.41US$1.00n/a5
Feb ’25US$1.41
US$2.31
+64.1%
52.1%US$4.43US$1.00n/a5
Jan ’25US$1.50
US$2.63
+75.4%
38.0%US$4.40US$1.42n/a5
Dec ’24US$2.01
US$2.63
+30.9%
38.0%US$4.40US$1.42US$4.285
Nov ’24US$1.93
US$2.64
+36.6%
37.8%US$4.40US$1.40US$3.725
Oct ’24US$1.95
US$3.12
+59.9%
47.7%US$5.58US$1.40US$3.825
Sep ’24US$1.90
US$4.20
+121.1%
41.4%US$6.50US$2.10US$2.167
Aug ’24US$2.83
US$4.32
+52.8%
38.1%US$6.57US$2.50US$1.817
Jul ’24US$3.09
US$5.66
+83.2%
24.3%US$7.09US$2.60US$2.047
Jun ’24US$2.31
US$5.78
+150.2%
24.7%US$7.31US$2.58US$2.087
May ’24US$3.80
US$6.36
+67.2%
24.5%US$7.43US$2.62US$1.417
Apr ’24US$3.86
US$6.36
+64.6%
24.5%US$7.43US$2.62US$1.227
Mar ’24US$4.39
US$6.29
+43.3%
24.5%US$7.37US$2.60US$1.167
Feb ’24US$5.60
US$6.23
+11.3%
25.0%US$7.87US$2.79US$1.417
Jan ’24US$4.27
US$6.04
+41.4%
24.8%US$7.66US$2.71US$1.507
Dec ’23US$4.50
US$5.75
+27.7%
26.2%US$7.54US$2.67US$2.016

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 23:03
End of Day Share Price 2024/12/19 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

Dingdong (Cayman) Limited is covered by 11 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
Lixin JuBofA Global Research
Yang BaiChina International Capital Corporation Limited
Qingpu YangCitic Securities Co., Ltd.