Dingdong (Cayman) Limited

NYSE:DDL Aktierapport

Börsvärde: US$559.4m

Dingdong (Cayman) Tidigare resultatutveckling

Tidigare kriterier kontrolleras 2/6

Dingdong (Cayman) har ökat intäkterna med en genomsnittlig årlig takt på 70.9%, medan Consumer Retailing -branschen såg intäkterna växer på 12.9% årligen. Intäkterna har varit växande med en genomsnittlig takt på 8.3% per år. Dingdong (Cayman) s avkastning på eget kapital är 19.7% och den har en nettomarginal på 0.9%.

Viktig information

70.86%

Tillväxttakt i vinsten

83.45%

Tillväxttakt för EPS

Consumer Retailing Tillväxt i branschen10.91%
Intäkternas tillväxttakt8.31%
Avkastning på eget kapital19.70%
Nettomarginal0.87%
Senaste uppdateringen av resultatet31 Dec 2025

Senaste uppdateringar av tidigare prestationer

Recent updates

DDL: Leadership Transition And Stable Margins Will Support Further Upside

Analysts have trimmed their price target on Dingdong (Cayman) to about $3.50, reflecting updated views on lower revenue growth expectations alongside slightly higher profit margin and P/E assumptions. What's in the News Dingdong (Cayman) Limited announced that founder Mr. Changlin Liang resigned as Chief Executive Officer, effective March 4, 2026, and will continue as Chairman of the Board (company announcement).

DDL: Leadership Transition And Modest Profitability Will Likely Keep Shares Pressured

Analysts have adjusted their price target on Dingdong (Cayman) to reflect updated views on discount rate, revenue growth, profit margin, and future P/E assumptions, which together indicate a modestly refined fair value estimate of approximately $1.62 per share. What's in the News Founder Mr. Changlin Liang resigned as Chief Executive Officer of Dingdong (Cayman) Limited, effective March 4, 2026, and will remain Chairman of the Board of Directors (company announcement).

DDL: Leadership Change And Thin Margins Will Likely Keep Shares Pressured

Analysts have slightly adjusted their price target on Dingdong (Cayman), reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. Their fair value estimate remains broadly in line with prior views.

DDL: Leadership Shift And Thin Margins Will Likely Keep Shares Pressured

Analysts now place Dingdong (Cayman)'s price target near $1.62 versus about $1.60 previously, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News Dingdong (Cayman) Limited announced that founder Mr. Changlin Liang resigned as Chief Executive Officer, effective March 4, 2026, and will remain as Chairman of the Board (Key Developments).

DDL: Lower Future P/E Assumptions Will Likely Keep Shares Pressured

Analysts have modestly adjusted their price target on Dingdong (Cayman) to reflect a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and a somewhat reduced future P/E of about 5.30x. Their overall valuation view in $ terms remains broadly unchanged.

DDL: Higher Discount Rate And Lower P/E Will Likely Keep Shares Pressured

Analysts have slightly reduced their price target for Dingdong (Cayman) to US$1.60, down from about US$1.61. The change reflects updated views on discount rate, revenue growth, profit margin and future P/E assumptions in their models.

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

Jan 28

DDL: Steady Margins And Disciplined P/E Will Support Further Upside

Analysts have trimmed their price target on Dingdong (Cayman) to reflect slightly higher discount rate and revenue growth assumptions, along with a marginally adjusted profit margin outlook and a modestly lower future P/E expectation. Valuation Changes Fair Value: Kept unchanged at US$3.59 per share, signaling no revision to the central valuation estimate.

DDL: Higher Margin Outlook And Lower Discount Rate Will Support Upside

Analysts have nudged their fair value estimate for Dingdong (Cayman) higher, from US$3.52 to US$3.59, citing updates to revenue growth, profit margin assumptions, a slightly lower discount rate, and a reduced future P/E multiple. Valuation Changes The fair value estimate was raised slightly from US$3.52 to US$3.59 per share.

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

DDL: Modest Profit Outlook Is Expected To Keep Shares Under Pressure

Analysts have modestly raised their price target on Dingdong (Cayman), citing a slightly lower perceived risk profile, marginally stronger long term revenue growth expectations, and a small improvement in projected profitability that together support a higher valuation multiple in currency terms. Valuation Changes Discount Rate has fallen slightly from 8.73% to 8.43%, reflecting a modestly lower perceived risk profile.

DDL: Higher Discount Rate Will Likely Pressure Shares Despite Margin Improvement

Analysts have reduced their price target on Dingdong (Cayman) by roughly one third to approximately 1.61 dollars, citing a combination of slightly slower expected revenue growth, a higher discount rate, and a lower future earnings multiple, partially offset by improved profit margin assumptions. Valuation Changes The fair value estimate has declined from approximately 2.51 dollars to 1.61 dollars per share.

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

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

Investments In High-Quality Products And Supply Chain Efficiency Will Drive Future Success

The consensus price target for Dingdong (Cayman) has been reduced, primarily reflecting a steep decline in its future P/E alongside a modest drop in net profit margin, resulting in a new fair value of $2.97. Valuation Changes Summary of Valuation Changes for Dingdong (Cayman) The Consensus Analyst Price Target has fallen from $3.28 to $2.97.

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

Fördelning av intäkter och kostnader

Hur Dingdong (Cayman) tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NYSE:DDL Intäkter, kostnader och resultat (CNY Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Dec 2524,3602126,298822
30 Sep 2524,0222856,206805
30 Jun 2523,8983316,172804
31 Mar 2523,5212916,140805
31 Dec 2423,0662866,024800
30 Sep 2422,1551985,869790
30 Jun 2420,756685,611786
31 Mar 2419,998-315,446786
31 Dec 2319,971-1085,453803
30 Sep 2321,178-475,840871
30 Jun 2321,981-3926,272926
31 Mar 2323,775-3906,826980
31 Dec 2224,221-8147,2351,003
30 Sep 2223,504-1,9597,7501,029
30 Jun 2223,751-3,6228,7851,031
31 Mar 2221,763-5,7479,352982
31 Dec 2120,121-6,7179,491905
30 Sep 2117,825-6,9568,773751
30 Jun 2114,569-5,8637,154581
31 Mar 2112,534-4,6766,020436
31 Dec 2011,336-3,4975,071322
31 Dec 193,880-1,9942,31591

Kvalitetsintäkter: DDL har inkomster av hög kvalitet.

Växande vinstmarginal: DDL s nuvarande netto vinstmarginaler (0.9%) är lägre än förra året (1.2%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: DDL har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 70.9% per år.

Accelererande tillväxt: DDL s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: DDL hade negativ intäktstillväxt ( -25.9% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Consumer Retailing ( 8.4% ).


Avkastning på eget kapital

Hög ROE: DDL s avkastning på eget kapital ( 19.7% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/03 06:44
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Dingdong (Cayman) Limited bevakas av 8 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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