Coupang Framtida tillväxt

Future kriterier kontrolleras 4/6

Coupang förväntas öka intäkter och intäkter med 51.7% respektive 9.4% per år. EPS förväntas tillväxt med 52.8% per år. Avkastningen på eget kapital förväntas bli 45.2% om 3 år.

Viktig information

51.7%

Tillväxttakt i vinsten

52.76%

Tillväxttakt för EPS

Multiline Retail vinsttillväxt	16.9%
Intäkternas tillväxttakt	9.4%
Framtida avkastning på eget kapital	45.18%
Bevakning av analytiker	Good
Senast uppdaterad	04 Jun 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

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

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Uppdatering av berättelse • Apr 13

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...

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Uppdatering av berättelse • 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.

Analysartikel • 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...

Analysartikel • Jul 03

Are Investors Undervaluing Coupang, Inc. (NYSE:CPNG) By 31%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Coupang fair value estimate is US$43.48 Coupang is estimated...

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 Alpha

Seeking 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 Alpha

Ny berättelse • 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, which

Seeking 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 Alpha

Seeking 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 Alpha

Seeking 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

Ny berättelse • 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.

Seeking Alpha • Aug 07

Coupang Earnings: Core And More, So Much Under The Hood

Summary Coupang's recent earnings report led to a share price slump, but the stock remains undervalued. The company's near-term prospects are optimistic, with significant growth in revenue and active customer numbers. Coupang's Developing Offerings segment, despite current losses, is growing rapidly and holds significant future potential. Read the full article on Seeking Alpha

Seeking Alpha • Jul 30

Coupang: A Tepid Buy At Nosebleed Valuation

Summary Coupang, South Korea's leading homegrown e-commerce company, is richly valued relative to its current earnings. Near-term profits are experiencing contraction due to the company's heavy pace of growth-oriented investments, but analysts forecast heady profit growth in the coming years. While nailing down Coupang's fair value with precision is difficult to impossible, the company is apparently undervalued relative to its long-term outlook. Coupang's margin profile shows steady improvement, with a strong balance sheet and numerous growth opportunities across its core operations and newer developing units. Although the valuation looks stretched on the basis of current profits, there is a high likelihood that Coupang will grow into and surpass its current market cap in the years ahead. Read the full article on Seeking Alpha

Seeking Alpha • Jul 11

Coupang Is An E-Commerce Bargain

Summary Coupang is experiencing growth in customers, revenues, gross profits and EBITDA amid strong growth in South Korean e-Commerce. Coupang's top-line growth is also accelerating. The company's free cash flow has increased dramatically, which could potentially lead to new acquisitions. Shares are relatively cheap compared to other e-Commerce platforms, and I expect Coupang to continue expanding in the future. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NYSE:CPNG - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
Datum	Intäkter	Intäkter	Fritt kassaflöde	Kassaflöde från rörelsen	Genomsnittligt Antal analytiker
12/31/2028	47,597	1,251	1,952	3,065	12
12/31/2027	43,186	793	1,458	2,528	16
12/31/2026	37,754	-334	-325	1,256	15
3/31/2026	35,130	-165	295	1,603	N/A
12/31/2025	34,534	208	522	1,773	N/A
9/30/2025	33,664	390	1,262	2,367	N/A
6/30/2025	32,263	365	777	1,909	N/A
3/31/2025	31,062	256	1,017	2,028	N/A
12/31/2024	30,268	154	1,007	1,886	N/A
9/30/2024	28,864	1,031	920	1,819	N/A
6/30/2024	27,182	1,052	1,498	2,207	N/A
3/31/2024	25,696	1,274	1,455	2,363	N/A
12/31/2023	24,383	1,360	1,756	2,652	N/A
9/30/2023	23,149	429	1,840	2,623	N/A
6/30/2023	22,066	429	1,083	1,959	N/A
3/31/2023	21,267	208	441	1,121	N/A
12/31/2022	20,583	-92	-259	565	N/A
9/30/2022	20,333	-599	-1,089	-218	N/A
6/30/2022	19,876	-1,014	-1,109	-331	N/A
3/31/2022	19,316	-1,457	-1,048	-282	N/A
12/31/2021	18,406	-1,543	-1,085	-411	N/A
9/30/2021	17,133	-1,220	-867	-191	N/A
6/30/2021	15,625	-1,069	-625	74	N/A
3/31/2021	13,761	-711	-760	-197	N/A
12/31/2020	11,967	-556	-183	302	N/A
12/31/2019	6,273	-768	N/A	-312	N/A
12/31/2018	4,054	-1,098	N/A	-694	N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: CPNG förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.5% ).

Resultat vs marknad: CPNG förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.

Höga tillväxtresultat: CPNG förväntas bli lönsam under de kommande 3 åren.

Intäkt vs marknad: CPNG s intäkter ( 9.4% per år) förväntas växa långsammare än marknaden för US ( 11.8% per år).

Hög tillväxtintäkter: CPNG s intäkter ( 9.4% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: CPNG s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 45.2 %).

Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

Uppgifter	Senast uppdaterad (UTC-tid)
Analys av företag	2026/06/08 03:46
Aktiekurs vid dagens slut	2026/06/05 00:00
Intäkter	2026/03/31
Årlig intjäning	2025/12/31

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.

Paket	Uppgifter	Tidsram	Exempel US-källa
Företagets finansiella ställning	10 år	Resultaträkning Kassaflödesanalys Balansräkning	SEC Form 10-K SEC Form 10-Q
Analytikernas konsensusuppskattningar	+3 år	Prognos för finansiella poster Analytikernas prismål	Rapporter från analytiker Blue Matrix
Marknadspriser	30 år	Aktiekurser Utdelningar, splittar och åtgärder	ICE Marknadsdata SEC Form S-1
Ägarskap	10 år	Största aktieägare Insiderhandel	SEC Formulär 4 SEC Formulär 13D
Förvaltning	10 år	Ledningsgrupp Styrelse och verkställande direktörer	SEC Form 10-K SEC Form DEF 14A
Viktiga utvecklingstendenser	10 år	Företagsmeddelanden	SEC Formulär 8-K

^* 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

Coupang, Inc. bevakas av 22 analytiker. 16 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

Analytiker	Institution
Zixiao Yang	Arete Research Services LLP
Jiong Shao	Barclays
Min-joo Kang	Bernstein

Coupang Framtida tillväxt

Future kriterier kontrolleras 4/6

Viktig information

Senaste uppdateringarna om framtida tillväxt

Consensus EPS estimates fall by 24%

Consensus EPS estimates fall by 11%

Consensus EPS estimates fall by 59%

Price target decreased by 7.4% to US$27.33

Price target decreased by 11% to US$28.01

Price target decreased by 10% to US$29.51

Recent updates

Coupang Delivers US$8.5b Revenue and Expands AI Partnership as Data Incident Drives Losses

Consensus EPS estimates fall by 24%

Coupang: Worst Is Over, Data Breach Quantified

Insufficient new directors

CPNG: Data Breach Resolution And Taiwan Execution Will Shape Path To US$36

CPNG: Korea And Taiwan Recovery And Buybacks Will Eventually Surmount Data Breach Headwinds

First quarter 2026 earnings: EPS and revenues miss analyst expectations

Coupang, Inc., Annual General Meeting, Jun 11, 2026

CPNG: Regulatory Scrutiny After Data Breach Will Limit Future Multiple Expansion

Coupang, Inc. to Report Q1, 2026 Results on May 05, 2026

Consensus EPS estimates fall by 11%

CPNG: Regulatory Probes After Data Breach Will Restrain Future Margin Recovery

CPNG: Korea And Taiwan Recovery Will Eventually Surmount Data Breach Headwinds

CPNG: Data Breach Fallout And Korea Recovery Will Shape Future Margin Path

Consensus EPS estimates fall by 59%

Price target decreased by 7.4% to US$27.33

CPNG: Korea And Taiwan Execution Will Eventually Surmount Data Breach Fallout

Price target decreased by 11% to US$28.01

Price target decreased by 10% to US$29.51

CPNG: Korea Unit Economics Will Outweigh Data Breach Regulatory Headwinds

Coupang, Inc. to Report Q4, 2025 Results on Feb 26, 2026

Price target decreased by 7.3% to US$31.51

Coupang, Inc. (NYSE:CPNG) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless

Investor sentiment deteriorates as stock falls 16%

CPNG: Regulatory Outcomes On Data Breach Will Shape Path To US$40

CPNG: Data Breach Resolution And Margin Execution Will Support US$40 Upside

Now 20% undervalued after recent price drop

CPNG Margin Expansion And Earnings Outlook Will Drive Bullish Upside Potential

CPNG $40 Upside Will Be Driven By Expanding Profit Margins

Rosen Law Firm Files Securities Class Action Lawsuit on Behalf of Coupang, Inc. Investors

CPNG: Korea Unit Economics Will Drive Future Share Price Momentum

CPNG: Taiwan Market Expansion Will Drive Share Price Momentum Forward

Chief Financial Officer notifies of intention to sell stock

CPNG: International Expansion Will Drive Performance Amid Stable Regional Competition

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

Coupang, Inc. to Report Q3, 2025 Results on Nov 04, 2025

AI And Automation Will Expand Horizons In Korea And Taiwan

Insider recently sold US$2.1m worth of stock

Chief Financial Officer notifies of intention to sell stock

AI And Automation Will Expand Horizons In Korea And Taiwan

Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Price target increased by 7.5% to US$32.99

Coupang, Inc. to Report Q2, 2025 Results on Aug 05, 2025

These 4 Measures Indicate That Coupang (NYSE:CPNG) Is Using Debt Safely

Are Investors Undervaluing Coupang, Inc. (NYSE:CPNG) By 31%?

Chief Financial Officer recently sold US$4.9m worth of stock

Insider recently sold US$1.8m worth of stock

Coupang, Inc. (NYSE:CPNG) announces an Equity Buyback for $1,000 million worth of its shares.

First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

Coupang, Inc., Annual General Meeting, Jun 12, 2025

Coupang, Inc. to Report Q1, 2025 Results on May 06, 2025

As The South Korean Market Crumbles, Coupang Is Worth Watching

Insider recently sold US$6.4m worth of stock

Chief Financial Officer notifies of intention to sell stock

Consensus EPS estimates fall by 26%

Full year 2024 earnings: EPS exceeds analyst expectations

Coupang, Inc. to Report Q4, 2024 Results on Feb 25, 2025

Coupang Needs To Deliver Rapid Growth At Current Valuation

Consensus EPS estimates increase by 206%

CPNG Market Outlook

Consensus EPS estimates fall by 52%

Coupang's Emerging Opportunities: A Compelling Case For Investment

Consensus EPS estimates fall by 11%

Founder exercised options and sold US$345m worth of stock

Consensus EPS estimates increase from loss to US$0.0067 profit

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Coupang Earnings: There's A Lot To Like Here

Consensus EPS estimates fall by 609%

Coupang, Inc. to Report Q3, 2024 Results on Nov 05, 2024