Dingdong (Cayman) Gelecekteki Büyüme
Future kriter kontrolleri 3/6
Dingdong (Cayman) kazanç ve gelirinin sırasıyla yıllık 33.6% ve 6.1% oranında artması tahmin edilirken, EPS'nin yıllık 47% oranında büyümesi bekleniyor.
Anahtar bilgiler
33.6%
Kazanç büyüme oranı
46.95%
EPS büyüme oranı
| Consumer Retailing kazanç büyümesi | 9.2% |
| Gelir büyüme oranı | 6.1% |
| Gelecekteki özkaynak getirisi | n/a |
| Analist kapsamı | Low |
| Son güncelleme | 24 Jun 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • Jun 26
DDL: Share Repurchases And Higher Margin Outlook Will Support Future Upside
Analysts have made a small upward adjustment to their Dingdong (Cayman) price target to $3.57 from $3.54, reflecting updated views on slightly lower revenue growth, a modestly higher profit margin, and a marginally higher future P/E assumption. What’s in the News for Dingdong (Cayman) Dingdong (Cayman) reported completion of a share repurchase tranche covering 695,957 shares, according to a buyback tranche update.Anlatı Güncellemesi • Jun 11
DDL: Share Repurchases Will Support Future Upside Potential
Analysts have kept their $3.54 price target on Dingdong (Cayman) steady, citing updated assumptions that align slightly higher revenue growth and profit margin expectations with a modestly reduced future P/E multiple. What's in the News Dingdong (Cayman) reported a buyback tranche update covering the period from March 6, 2025 to March 5, 2026, according to company disclosures.Anlatı Güncellemesi • May 28
DDL: Leadership Change And Buybacks Will Support Future Upside
Analysts have nudged their fair value target for Dingdong (Cayman) slightly higher from about $3.50 to about $3.54, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What's in the News Dingdong (Cayman) completed a share repurchase program, buying back 695,957 shares, representing 0.32% of the company, for a total of US$1.24 million under the buyback announced on March 6, 2025 (Key Developments).Seeking Alpha • May 27
Dingdong (Cayman) Limited: Could Open Up Opportunities Provided The Meituan Sale Is Approved
Summary The Q1 FY2026 report showed DDL is in good shape, but all eyes are on what happens to the proposed sale to Meituan. A sale of Dingdong Fresh would bring in close to a billion in cash that would open up various opportunities, but approval is needed first. There are potential rewards that may become available in the near future, but there are also risks that should not be ignored. Long DDL could become viable, but only if the sale is approved, which is why I am neutral on DDL with a hold rating. Read the full article on Seeking Alpha
Anlatı Güncellemesi • May 10
DDL: Leadership Transition And Higher Margin Outlook Will Support Upside
Analysts have raised their price target for Dingdong (Cayman) from about $2.67 to around $3.13, reflecting updated views on its projected revenue growth profile, profitability, discount rate, and future P/E assumptions. What's in the News Founder Mr. Changlin Liang resigned as Chief Executive Officer of Dingdong (Cayman) Limited, effective March 4, 2026, and will continue to serve as Chairman of the Board (Key Developments).Anlatı Güncellemesi • Apr 23
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).
Anlatı Güncellemesi • Apr 08
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).Anlatı Güncellemesi • Mar 25
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.Anlatı Güncellemesi • Mar 10
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).Anlatı Güncellemesi • Feb 24
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.Anlatı Güncellemesi • Feb 10
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.Anlatı Güncellemesi • Jan 27
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.Anlatı Güncellemesi • Jan 12
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.Analiz Makalesi • Jan 06
Dingdong (Cayman) Limited (NYSE:DDL) Stock Catapults 33% Though Its Price And Business Still Lag The Market
Dingdong (Cayman) Limited ( NYSE:DDL ) shares have continued their recent momentum with a 33% gain in the last month...Anlatı Güncellemesi • Dec 26
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.Anlatı Güncellemesi • Dec 12
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.Analiz Makalesi • Oct 11
Dingdong (Cayman) (NYSE:DDL) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...Anlatı Güncellemesi • Aug 23
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.Analiz Makalesi • Apr 05
Dingdong (Cayman) Limited (NYSE:DDL) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny
To the annoyance of some shareholders, Dingdong (Cayman) Limited ( NYSE:DDL ) shares are down a considerable 25% in the...Seeking Alpha • Mar 06
Dingdong Q4: Good End To The Year With Many Positives Going Into 2025
Summary Dingdong (Cayman) Limited reported Q4 sales of $809m, with a positive market reaction and shares up 12.5%, driven by improved profitability and optimistic, albeit vague, guidance. The company has a strong balance sheet with $609m in liquidity, supporting potential aggressive expansion in China and possibly internationally. Dingdong's focus on expanding its user base and ARPU, along with developing higher-margin private-label products, indicates a promising growth trajectory. Despite intense competition and a strategic shift towards long-term competitiveness, Dingdong's growth potential and cash reserves make DDL a stock to watch closely. Read the full article on Seeking Alpha
Yeni Anlatı • Jan 22
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.Analiz Makalesi • Jan 07
Positive Sentiment Still Eludes Dingdong (Cayman) Limited (NYSE:DDL) Following 25% Share Price Slump
Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • Nov 12
Dingdong: Turning Positive With Profit Beat And Favorable Prospects (Rating Upgrade)
Summary Dingdong's Q3 2024 net income was +5% above consensus, as its revenue grew +27% YoY and its operating margin improved by +186 basis points YoY for the recent quarter. DDL's financial outlook for Q4 2024 and FY 2024 is positive, considering expectations of an increase in new frontline fulfillment station openings and an improvement in operating efficiency. I raise my rating for DDL to a Buy, taking into account its performance, prospects, and valuations. Read the full article on Seeking AlphaAnaliz Makalesi • Oct 30
Further Upside For Dingdong (Cayman) Limited (NYSE:DDL) Shares Could Introduce Price Risks After 27% Bounce
Despite an already strong run, Dingdong (Cayman) Limited ( NYSE:DDL ) shares have been powering on, with a gain of 27...Analiz Makalesi • Sep 01
Even With A 26% Surge, Cautious Investors Are Not Rewarding Dingdong (Cayman) Limited's (NYSE:DDL) Performance Completely
Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Jul 09
Dingdong: Bleak Growth Outlook Due To Competitive Pressure
Summary Dingdong is recommended as a sell. DDL's business model may face challenges from weak macroeconomic conditions and increasing competition in the grocery delivery space. Given the poor outlook and growing competitive pressure, I expect DDL to continue trading at a steep discount to peers. Read the full article on Seeking AlphaSeeking Alpha • Apr 23
Dingdong: Watch 2024 Cash Flow And Top Line
Summary Dingdong's cash flow generation is expected to improve in 2024, considering the company's stance on share repurchases and the potential for further cost optimization. But DDL is likely to deliver a low-single digit percentage top line growth rate this year, as the company continues with its business restructuring plans. I retain my existing Hold rating for Dingdong after analyzing the company's financial prospects. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Dingdong: Focus On Short-Term Financial Outlook And Long-Term Value Drivers
Summary Dingdong's Q4 2023 results are likely to be lackluster considering the high base in Q4 2022 and the weak economic numbers for China in the final quarter of last year. Dingdong has value drivers for the long run, such as private label and pre-made food products growth, and an improvement in shareholder capital return. My rating for DDL remains as a Hold, taking into account its near-term prospects and its long-term growth potential. Read the full article on Seeking AlphaAnaliz Makalesi • Dec 26
Dingdong (Cayman) Limited's (NYSE:DDL) 29% Share Price Plunge Could Signal Some Risk
Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • Nov 17
Dingdong: Still Neutral Considering Both Results And Guidance
Summary Both DDL's Q3 top line and bottom line were lower than the consensus financial forecasts, and there was no new share buyback program announced. But I have a favorable opinion of Dingdong's guidance of positive Q4 2023 normalized earnings. I still have a Neutral view of DDL as a potential investment candidate, which translates into a Hold rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Sep 05
Dingdong Rings On Its East China Base To Fatten Profits
Summary Dingdong’s revenue fell 27% in the second quarter as business returned to normal after a surge in the year-ago quarter at the height of China’s Covid lockdowns. The online grocer recorded strong growth for its membership services, and is retooling its geographic footprint to focus on its profitable base in Shanghai and surrounding areas. The nation’s top online grocer is trying to boost profits by focusing on membership services and its base in affluent Shanghai, as well as adjacent Zhejiang and Jiangsu provinces. Read the full article on Seeking AlphaSeeking Alpha • Aug 01
Dingdong Q2 Preview: Results Could Be Below Expectations
Summary Dingdong (Cayman) Limited's Q2 2023 results might fall short of analyst expectations, as I think it is too optimistic to expect sequential revenue growth and positive normalized earnings. But Dingdong's shares are already pretty cheap, so this limits the downside for the stock in the event of an earnings miss. I still have a Hold rating assigned to Dingdong based on my analysis of the company's near-term financial outlook and its valuations. Read the full article on Seeking AlphaAnaliz Makalesi • May 18
Things Look Grim For Dingdong (Cayman) Limited (NYSE:DDL) After Today's Downgrade
Today is shaping up negative for Dingdong (Cayman) Limited ( NYSE:DDL ) shareholders, with the analysts delivering a...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 28,245 | 513 | N/A | 737 | 1 |
| 12/31/2027 | 29,038 | 477 | N/A | 856 | 2 |
| 12/31/2026 | 26,965 | 395 | N/A | 819 | 2 |
| 3/31/2026 | 24,452 | 164 | 419 | 597 | N/A |
| 12/31/2025 | 24,360 | 212 | 358 | 536 | N/A |
| 9/30/2025 | 24,022 | 282 | 424 | 522 | N/A |
| 6/30/2025 | 23,898 | 331 | 677 | 775 | N/A |
| 3/31/2025 | 18,089 | 252 | 821 | 919 | N/A |
| 12/31/2024 | 23,066 | 286 | 831 | 929 | N/A |
| 9/30/2024 | 22,155 | 198 | 775 | 858 | N/A |
| 6/30/2024 | 20,756 | 68 | 507 | 590 | N/A |
| 3/31/2024 | 19,998 | -33 | 84 | 167 | N/A |
| 12/31/2023 | 19,971 | -108 | -318 | -235 | N/A |
| 9/30/2023 | 21,178 | -47 | 181 | 308 | N/A |
| 6/30/2023 | 21,981 | -392 | -357 | -230 | N/A |
| 3/31/2023 | 23,775 | -390 | 39 | 166 | N/A |
| 12/31/2022 | 24,221 | -814 | -40 | 87 | N/A |
| 9/30/2022 | 23,504 | -1,959 | -2,678 | -2,337 | N/A |
| 6/30/2022 | 23,751 | -3,622 | -3,649 | -3,197 | N/A |
| 3/31/2022 | 21,763 | -5,747 | -5,489 | -5,037 | N/A |
| 12/31/2021 | 20,121 | -6,717 | -6,118 | -5,667 | N/A |
| 9/30/2021 | 17,825 | -6,956 | -5,160 | -4,827 | N/A |
| 6/30/2021 | 14,569 | -5,863 | -4,507 | -4,174 | N/A |
| 3/31/2021 | 12,534 | -4,676 | -3,308 | -3,086 | N/A |
| 12/31/2020 | 11,336 | -3,497 | -2,304 | -2,056 | N/A |
| 12/31/2019 | 3,880 | -1,994 | N/A | -964 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: DDL 'nin tahmini kazanç büyümesi (yıllık 33.6% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: DDL şirketinin kazançlarının (yıllık 33.6% ) US pazarından (yıllık 18.6% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: DDL şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: DDL şirketinin gelirinin (yıllık 6.1% ) US pazarından (yıllık 12.7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: DDL şirketinin gelirinin (yıllık 6.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: DDL 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/29 10:38 |
| Gün Sonu Hisse Fiyatı | 2026/06/29 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Dingdong (Cayman) Limited 8 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Yang Bai | China International Capital Corporation Limited |
| Qingpu Yang | Citic Securities Co., Ltd. |
| Chun-Yin Leung | Daiwa Securities Co. Ltd. |