PDD Holdings (PDD) Hisse Özeti
PDD Holdings Inc., bir işletme portföyüne sahip olan ve işleten çok uluslu bir ticaret grubudur. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
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Analyst Price Targets
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PDD Holdings Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$91.76 |
| 52 Haftanın En Yüksek Seviyesi | US$139.41 |
| 52 Haftanın En Düşük Seviyesi | US$71.94 |
| Beta | -0.0048 |
| 1 Aylık Değişim | 7.79% |
| 3 Aylık Değişim | -7.13% |
| 1 Yıllık Değişim | -19.69% |
| 3 Yıllık Değişim | 12.52% |
| 5 Yıllık Değişim | 8.75% |
| Halka arzdan bu yana değişim | 243.67% |
Son Haberler & Güncellemeler
Seeking Alpha • Aug 08
PDD: Cheap, But Regulatory Risk Makes The Discount Deserved
Summary PDD Holdings is fundamentally cheap, highly profitable, and maintains a real competitive edge in lower-end Chinese retail. With growing regulatory scrutiny both in China and internationally over food and product safety and PDD's compliance record, I believe a meaningful discount is warranted. PDD received the harshest penalty in China's “ghost takeout” crackdown, with regulators specifically citing false information and repeated obstruction during the investigation. The financial impact of the penalty is minor, but ongoing regulatory scrutiny, reputation risks, and general uncertainty now weigh heavily on the investment thesis and PDD's rerating potential. At this valuation I cannot justify rating PDD a Sell, but I would avoid initiating new positions until PDD demonstrates materially better regulatory cooperation and compliance; I rate PDD a hold. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jul 24
PDD: Future Returns Will Balance Weaker Margins And Legal Regulatory Headwinds
Analysts cut their price target on PDD Holdings to $80 from $111.21, citing weaker assumed revenue growth, slimmer profit margins, a slightly higher discount rate, and a lower future P/E multiple that reflect softer e-commerce data points in China and a more cautious sector stance. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several bearish analysts flagging a mix of macro, regulatory, and company specific issues that they say could weigh on execution and growth expectations.
Anlatı Güncellemesi • Jul 09
PDD: Supply Chain Investment Cycle Will Underpin Future Repricing Potential
PDD Holdings' updated analyst price target reflects a lower fair value estimate to about $160, as analysts factor in reduced revenue growth and profit margin assumptions, along with more cautious views on the company's China e-commerce exposure and investment-heavy strategy. Analyst Commentary Recent research on PDD Holdings points to a more cautious tone, with several firms trimming price targets and tempering expectations after the latest quarterly update and sector data points from China e-commerce.
Anlatı Güncellemesi • Jun 25
PDD: Heavy Supply Chain And Brand Investments Will Drive Long-Term Upside
The analyst price target for PDD Holdings has been revised lower to reflect a fair value estimate of $115.81, reduced from $119.85, as analysts factor in weaker sector sentiment, recent earnings disappointments, and increased regulatory and investment uncertainties highlighted in recent research. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several firms revising ratings and price targets lower while reassessing the company’s execution, investment plans, and regulatory exposure.Recent updates
Seeking Alpha • Aug 08
PDD: Cheap, But Regulatory Risk Makes The Discount Deserved
Summary PDD Holdings is fundamentally cheap, highly profitable, and maintains a real competitive edge in lower-end Chinese retail. With growing regulatory scrutiny both in China and internationally over food and product safety and PDD's compliance record, I believe a meaningful discount is warranted. PDD received the harshest penalty in China's “ghost takeout” crackdown, with regulators specifically citing false information and repeated obstruction during the investigation. The financial impact of the penalty is minor, but ongoing regulatory scrutiny, reputation risks, and general uncertainty now weigh heavily on the investment thesis and PDD's rerating potential. At this valuation I cannot justify rating PDD a Sell, but I would avoid initiating new positions until PDD demonstrates materially better regulatory cooperation and compliance; I rate PDD a hold. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jul 24
PDD: Future Returns Will Balance Weaker Margins And Legal Regulatory Headwinds
Analysts cut their price target on PDD Holdings to $80 from $111.21, citing weaker assumed revenue growth, slimmer profit margins, a slightly higher discount rate, and a lower future P/E multiple that reflect softer e-commerce data points in China and a more cautious sector stance. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several bearish analysts flagging a mix of macro, regulatory, and company specific issues that they say could weigh on execution and growth expectations.Anlatı Güncellemesi • Jul 09
PDD: Supply Chain Investment Cycle Will Underpin Future Repricing Potential
PDD Holdings' updated analyst price target reflects a lower fair value estimate to about $160, as analysts factor in reduced revenue growth and profit margin assumptions, along with more cautious views on the company's China e-commerce exposure and investment-heavy strategy. Analyst Commentary Recent research on PDD Holdings points to a more cautious tone, with several firms trimming price targets and tempering expectations after the latest quarterly update and sector data points from China e-commerce.Anlatı Güncellemesi • Jun 25
PDD: Heavy Supply Chain And Brand Investments Will Drive Long-Term Upside
The analyst price target for PDD Holdings has been revised lower to reflect a fair value estimate of $115.81, reduced from $119.85, as analysts factor in weaker sector sentiment, recent earnings disappointments, and increased regulatory and investment uncertainties highlighted in recent research. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several firms revising ratings and price targets lower while reassessing the company’s execution, investment plans, and regulatory exposure.Analiz Makalesi • Jun 20
PDD Holdings (PDD) Stock Could Be 33.6% Undervalued After Its Recent Slide
PDD Holdings (NasdaqGS:PDD) has come into focus after a period of weaker share performance, with the stock down 19% over the past month and 17% over the past 3 months. See our latest analysis for PDD Holdings. Beyond the recent slide, PDD Holdings’ share price is now at US$79.56, with the 1 month share price return down 18.6% and the year to date share price return down 31.3%. The 3 year total shareholder return of 14.0% contrasts with a 21.4% decline over the past year, suggesting momentum...Anlatı Güncellemesi • Jun 11
PDD: Heavy Supply Chain Investments Will Support Long-Term Ecosystem Upside
Analysts have trimmed their price targets on PDD Holdings, with one model price fair value moving from about $148.52 to $119.85. This reflects softer revenue growth assumptions, slightly lower margin expectations, a higher discount rate, and a reduced future P/E multiple following recent Q1 commentary.Anlatı Güncellemesi • May 28
PDD: Supply Chain And First Party Investments Will Support Future Repricing Potential
Analysts modestly trimmed the fair value estimate for PDD Holdings from about $185.21 to $183.36, reflecting lower price targets after a Q1 revenue miss and softer order metrics. At the same time, they point to ongoing supply chain and first party brand investments that could affect near term earnings visibility.Anlatı Güncellemesi • May 03
PDD: Higher Margin Expectations Will Support Future Repricing Potential
Analysts have nudged their fair value estimate for PDD Holdings slightly higher to $185.21 from $184.17, citing improved earnings outlooks, higher expected profit margins, and a lower assumed future P/E multiple. Analyst Commentary Recent Street research around PDD Holdings has leaned constructive, with several bullish analysts highlighting what they see as an improving earnings outlook and solid execution.Anlatı Güncellemesi • Apr 18
PDD: Future Returns Will Reflect Earnings Execution And Ongoing Regulatory Scrutiny
Analysts raised their price target on PDD Holdings to reflect an updated fair value estimate of about $111 per share. The increase is supported by slightly stronger assumptions for revenue growth, profit margins and earnings power, which have also driven recent research upgrades on the stock.Anlatı Güncellemesi • Apr 04
PDD: Future Returns Will Depend On Regulatory Outcomes And Margin Volatility
Analysts reduced their price target on PDD Holdings by $28 to reflect a lower fair value estimate of $110.11, incorporating updated assumptions for revenue growth, profit margins, and a higher forward P/E multiple following recent regulatory developments and mixed research views. Analyst Commentary Recent research on PDD Holdings presents a mixed picture, with some firms turning more cautious while others still see upside potential.Anlatı Güncellemesi • Mar 21
PDD: Easing Regulatory Overhang And Investment Led Margins Will Support Future Repricing
Analysts have trimmed their fair value estimate for PDD Holdings by about $1 to $184, citing a slightly higher discount rate and P/E multiple, along with expectations for modestly stronger revenue growth and profit margins following recent target changes on the Street. Analyst Commentary Recent Street research on PDD Holdings points to a mixed set of views, but there are some clear areas where bullish analysts see value, execution progress, and potential support for the revised fair value estimate.Anlatı Güncellemesi • Mar 06
PDD: Future Returns Will Hinge On Managing Rising Regulatory And Policy Risks
Analysts have modestly lifted their PDD Holdings fair value estimate to about $119, citing updated assumptions around revenue growth, profit margins and future P/E expectations, even as recent research includes both price target increases and reductions across the Street. Analyst Commentary Recent research on PDD Holdings reflects a mix of optimism and caution, with some firms lifting fair value and others pulling back on previous enthusiasm.Anlatı Güncellemesi • Feb 20
PDD: Tariff Resilience And Smaller Regulatory Fine Will Support Future Upside
Analysts reduced their price target on PDD Holdings by $28 to $170, reflecting slightly lower fair value and revenue growth assumptions, along with a modest increase in projected profit margin and future P/E, as they factor in recent regulatory developments and ongoing investment-driven margin pressure. Analyst Commentary Recent research on PDD Holdings shows a split between bullish analysts who focus on long-term growth potential and bearish analysts who are more focused on regulatory risk, valuation reset, and sustained margin pressure.Anlatı Güncellemesi • Feb 06
PDD: Future Returns Will Hinge On Reviving Domestic User Engagement
Analysts have trimmed their fair value estimate for PDD Holdings to about $118 from roughly $119, citing recent price target cuts, mixed quarterly readthroughs, and a shift toward higher assumed profit margins paired with a lower future P/E multiple in their updated models. Analyst Commentary Recent Street research on PDD Holdings reflects a cautious tone, with several bearish analysts trimming price targets and reassessing their growth and execution assumptions.Anlatı Güncellemesi • Jan 23
PDD: Regulatory Clarity And Resilient Margins Will Drive Future Repricing
Analysts have nudged their fair value estimate for PDD Holdings higher to about $185 from roughly $174, reflecting updated assumptions around a higher future P/E multiple and slightly stronger profit margins after recent regulatory clarity in China and mixed but resilient quarterly results. Analyst Commentary Recent Street research on PDD Holdings has been mixed, with some firms taking a more cautious stance on the domestic business while others focus on execution, resilience to regulatory changes, and updated valuation frameworks.Anlatı Güncellemesi • Jan 09
PDD: Long Term Tariff Resilience Will Support Future Upside Potential
The analyst price target for PDD Holdings has been raised from $140 to $170. Analysts point to the company’s resilience in adjusting to U.S. tariffs and duty rule changes, while accepting ongoing margin pressure as it continues to invest for the long term.Anlatı Güncellemesi • Dec 25
PDD: Future Performance Will Depend On Reigniting Domestic User Engagement
Analysts have modestly raised their price target on PDD Holdings to about $119 from roughly $117, reflecting higher long term revenue growth expectations, despite a slightly lower profit margin outlook and some concerns over maturing user engagement trends in the core domestic business. Analyst Commentary Bearish analysts have begun to signal a more cautious stance on PDD Holdings, highlighting that the company is entering a phase where domestic user growth and engagement no longer provide the clear upside they once did.Anlatı Güncellemesi • Dec 11
PDD: Execution On Mature Domestic Platform Will Support Future Upside Potential
Analysts have slightly reduced their price target on PDD Holdings by $5 to $135, citing signs of a maturing domestic business and recent stagnation in user engagement metrics as reasons for a more measured growth outlook. Analyst Commentary Analysts are converging on a more balanced view of PDD Holdings, with the reduced price target framed as a recalibration to slower, but still positive, growth expectations rather than a structural bear call on the business.Anlatı Güncellemesi • Nov 27
PDD: Top-Line Expansion Will Offset Domestic User Engagement Concerns
Analysts have raised their price target for PDD Holdings from $145.77 to $146.91. This change reflects improved revenue growth projections, despite ongoing concerns about profit margins and the company's evolving business mix.Anlatı Güncellemesi • Nov 11
PDD: Merchant Support Initiatives And Global Expansion Will Drive Near-Term Earnings Volatility
The analyst price target for PDD Holdings increased modestly by $0.65 to $145.77 per share. Analysts cited balanced growth initiatives and sustained profitability following stronger-than-expected second quarter results.Anlatı Güncellemesi • Oct 27
Ecosystem Investments And Cost Discipline Will Shape Future E-Commerce Landscape
The analyst price target for PDD Holdings has been raised from approximately $143.36 to $145.12. Analysts cite stronger-than-expected profitability and continued disciplined growth, though they also note ongoing market volatility and competitive pressures as considerations for future expectations.Anlatı Güncellemesi • Aug 27
Supply Chain And Ecosystem Investments Will Improve Operational Efficiency
Analysts raised PDD Holdings' price target from $125.60 to $140.27 following a Q2 earnings beat driven by strong profitability and competitive positioning despite ongoing margin pressures and concerns over the sustainability of these results amid regulatory and competitive uncertainties. Analyst Commentary Bullish analysts raised price targets following a Q2 earnings beat, citing better-than-expected profitability driven by cost discipline and competitive strength, with several seeing early signs of recovery amid challenging domestic and overseas conditions.Seeking Alpha • Mar 15
PDD Holdings: Sky-High Free Cash Flow Yield, Earnings On Tap
Summary China stocks have started 2025 strong, with the Hang Seng Index seeing its best rally since 1986. Despite a 12% drop since October, PDD's low P/E ratio and robust EPS growth make it a buy. PDD's Q3 results showed solid operating profit growth, but competition and tariffs remain key risks. Ahead of Q4 earnings, PDD's stock is undervalued with high implied volatility, consolidating between $110 and $133. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
PDD Holdings: Here Comes The Hard Part
Summary PDD Holdings joined other Chinese stocks in rallying after Alibaba's earnings release exceeded expectations. BABA's release was quite good, but the best thing about it was the high-growth and rising profitability in the cloud segment. PDD does not have a cloud segment. BABA's Chinese ecommerce business barely grew last quarter. Its international business grew rapidly but lost money. Neither of these facts bode particularly well for PDD. PDD's management has been warning investors about lower earnings for a few quarters now. The growth is slowing down too. I remain long PDD, but I trimmed my position by 20% recently. In this article, I explain why I did that. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
PDD's Outlook Changes With De Minimis Boom-Bust, Amazon Headwinds
Summary PDD Holdings faces significant headwinds including regulatory scrutiny in China, global trade uncertainties, and intensified competition from Amazon's new Haul service. Revenue growth has begun decelerating, with margins under pressure, and consensus estimates predict further normalization of growth rates to ~29% in Q4. PDD's valuation premium is not appealing given the elevated risks, with expected earnings growth of just 12.8% in 2025 compared to 25% sales growth. I recommend a Hold rating on PDD Holdings due to mid-term pressures on growth and margins, and the increasing competitive threats from Amazon. Read the full article on Seeking AlphaYeni Anlatı • Jan 19
PDD Holdings will see accelerating growth with a 74% price target increase
Transaction services revenue surged 72% year-over-year, significantly outpacing expectationsSeeking Alpha • Jan 07
PDD Holdings: Pushing Delivery Beyond Borders
Summary PDD is expanding its free delivery to Japan, Singapore, Taiwan, Korea, and Macau, enhancing its global reach and offsetting domestic market weaknesses. PDD's low-cost leadership, superior supply chain, and strong user stickiness make it a share gainer against Alibaba and JD, especially with its Temu platform. PDD's free shipping policies are more generous than competitors, but the lack of a proper return mechanism could limit broader adoption. We remain bullish on PDD, considering its global expansion and undervalued share price, trading at 7.6x 2025E P/E, compared to Alibaba and JD. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
PDD Holdings: A Top E-Commerce Growth Play For 2025
Summary PDD Holdings' impressive revenue and earnings growth, driven by its discount e-Commerce platform Temu, supports a bullish investment case. The company's valuation is attractive, trading at a lower price-to-earnings ratio compared to Alibaba and JD.com, despite strong top line growth. Risks include fierce competition in the Chinese e-Commerce market and a potential future slowdown in revenue growth. PDD Holdings remains an appealing investment for 2025, given its top line momentum and significant profitability. Read the full article on Seeking AlphaSeeking Alpha • Dec 01
PDD Holdings: Cheap With A Christmas Catalyst (Rating Upgrade)
Summary The last time I covered PDD Holdings I rated it a hold because of its decelerating growth. Now however the stock is a approaching deep value territory with the holiday season looming. Yesterday, Seeking Alpha News reported that PDD's TEMU was courting U.S. retailers for its upcoming Christmas sales drive. With the Trump administration set to take office on January 20, that move couldn't have come at a better time. In this article I explain why I consider PDD stock a buy today at $96 in light of its intelligent Holiday shopping strategy and Trump-friendly retailer pivot. Read the full article on Seeking Alpha
Yeni Anlatı • Nov 24
Innovative Strategies Drive Growth Amidst E-commerce Challenges And Market Expansion
Merchant support programs and cost reductions aim to drive revenue growth by enhancing innovation and expanding market reach.Seeking Alpha • Nov 23
PDD: Near-Term Correction Doesn't Deter Our Bullish Bargain Hunt
Summary We remain bullish on PDD despite a 15% share price pullback, viewing it as an attractive entry point for growth-focused investors. PDD's cost leadership and Temu's global growth potential position it favorably against competitors like JD and Alibaba. Current valuation undervalues PDD, especially considering Temu's expansion and the company's strong domestic and international market positioning. Key risks include potential prolonged consumption pullback in China, but Temu's growth remains a critical component of our bullish outlook. Read the full article on Seeking AlphaSeeking Alpha • Nov 16
PDD Holdings: Strong Buy With An Outsized CAGR Likely Until 2026
Summary PDD offers a 37% CAGR over two years, with a 43.5% margin of safety based on intrinsic valuation. Best suited for short-term allocation amid the anticipated 2027 macro slowdown. Leveraging social e-commerce, PDD outpaces JD and Alibaba in revenue growth (81.5% five-year average) while expanding internationally via Temu and enhancing product quality and brand. Key risks include sentiment stagnation, regulatory scrutiny, and ethical sourcing challenges. Yet, growth momentum and improved vendor collaboration support its Strong Buy case. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
PDD Holdings: Brand Migration Driving Long-Term GMV Growth
Summary PDD Holdings' growing attraction for brands like H&M and the potential onboarding of Sam's Club enhances its platform stickiness and drives higher GMV share growth. We raise PDD's valuation to $230/share, projecting a 14% CAGR for PDD China’s GMV growth from 2024 to 2027, driven by active buyer and GMV per buyer growth. H&M's entry highlights PDD's role in reaching China's middle and low-income consumers amid the economic slowdown, shifting preference from Alibaba and JD to PDD. The addition of branded products like H&M and potentially Sam's Club strengthens PDD's ecosystem, enhancing cross-selling and capturing more consumer traffic. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
PDD: Shop Until You Drop
Summary PDD Holdings is undervalued, with a target price of $200/share, implying a 30% upside from current levels. PDD's domestic market strength, undervaluation of Temu, and underestimated global expansion potential are key drivers for the bullish outlook. Geopolitical risks surrounding Temu are overestimated, and new geographic expansions could offset these concerns. Temu's potential to add $20/share to PDD's valuation and its competitive edge in global markets support the bullish thesis. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
PDD Stock: Chinese Stimulus Just Made The Bull Case Stronger
Summary PDD Holdings stock surged 11.2% after China's new economic stimulus package was unveiled, yet it remains undervalued given its growth potential and strong financials. PDD's unique business model, high profitability and returns on capital, strong balance sheet, and low valuation make it an attractive buy despite regulatory risks and intense competition. China's stimulus measures, including lower interest rates and reduced bank reserve requirements, should boost the Chinese economy and investor sentiment. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
PDD Holdings: Price Crash Could Be A Buying Opportunity
Summary PDD Holdings Inc. reported stronger-than-expected profits but missed revenue estimates, with management indicating slower growth ahead, causing a significant share price drop. Despite the revenue miss, PDD's year-over-year growth was over 80%, and earnings per share surged by 122%, showcasing robust profitability. Previously rated as a "Buy" due to strong growth driven by Temu, PDD's substantial China exposure remains a risk factor. The recent share price reaction might be an overreaction, as PDD was not expensive even before the pullback. Read the full article on Seeking AlphaSeeking Alpha • Aug 21
PDD: Ready To Move Higher Post Q2 Earnings
Summary PDD Holdings Inc.'s prospects are impressive. It has strong financials, with over $30 billion in net cash, aggressive growth investments, and a potential 60% CAGR in 2024. PDD Holdings is an undervalued stock with a 12x forward free cash flow, presenting a rare opportunity for investors to buy before appreciation. Read the full article on Seeking AlphaSeeking Alpha • Jul 16
PDD Holdings: Looming Tariffs Likely Won't Stop Temu
Summary PDD Holdings has seen explosive sales growth with the launch of Temu in the U.S. and Europe, reaching $12 billion in quarterly sales. The company faces regulatory threats from potential import tariffs on small orders, but its cheap valuation and massive balance sheet provide a cushion. The stock only trades at 9x 2025 EPS targets, which appear very conservative. Read the full article on Seeking AlphaSeeking Alpha • Jun 22
PDD: Strong Business Growth Thanks To Temu, Trading At Just 12x Earnings
Summary PDD Holdings Inc. showcases explosive business growth of over 100% annually, with a very undemanding valuation of just 12x expected net profits. PDD Holdings, an underfollowed e-commerce giant, has seen massive revenue growth, especially with the success of its Temu shopping app. Despite strong growth and attractive earnings, PDD Holdings faces regulatory risks due to its China ties and potential Western regulatory challenges. Read the full article on Seeking AlphaSeeking Alpha • Jun 15
PDD: Untapped Growth Engine With Hidden Cash Potential
Summary PDD Holdings shows strong momentum and fast-growing operations with a relatively low multiple due to geopolitical risks. The business generates compounding power through network effects, leading to fast growth and economies of scale. PDD has significant cash reserves that offer upside optionality for growth, but investors should be aware of the inherent risks of Chinese tech stocks. Read the full article on Seeking AlphaSeeking Alpha • May 22
PDD Holdings' Q1 Earnings: Great - With 1 Catch (Rating Downgrade)
Summary PDD Holdings Inc. just released its first quarter earnings. The release showed 131% revenue growth and 202% earnings growth, both well ahead of expectations. PDD Holdings' previous earnings release beat expectations, but the stock still crashed. The trading after today's release was lukewarm. Some factors in PDD Holdings' release, such as cash flows, suggest that the company's earnings quality and sustainability might not be great. In this article, I explore why I remain bullish on PDD Holdings ahead of earnings, and why I am downgrading my rating to "buy" despite my continued bullishness. Read the full article on Seeking AlphaSeeking Alpha • May 08
PDD Holdings: Offering High Growth, Strong Profits And Stability (SA Quant)
Summary PDD Holdings is up more than 120% in the past year, as its SA Quant Rating has continued to rise, driven by improved Momentum and EPS Revision factor grades. PDD revenue TTM has grown almost 90% YoY, EBIT +93%, and EPS +87% while levered FCF margin is at 33% and ROE of ~40%. PDD crushed earnings seven out of the last eight quarters, showcasing monster profitable growth, with EPS projected to rise 48% YoY in Q124 and revenue +98%. Although PDD is a fast-growing company, its stock price is stable, evidenced by a 60M beta of 0.68, significantly less volatile than the market. PDD Holdings’ robust profit margins, excellent earnings growth potential, strong balance sheet, solid momentum, and stability make it an SA Quant Team Strong Buy. Read the full article on Seeking AlphaSeeking Alpha • Apr 08
PDD Holdings: I'm Buying This Now
Summary PDD Holdings is a secretive company with strong growth and free cash flows, making its stock cheap at 13x forward free cash flow. The company has nearly $7.5 billion of net cash and could easily repay its convertible notes. PDD has the potential for 60% CAGR in 2024 and could see $15 billion of free cash flow, making its current valuation of 13x free cash flow undervalued. Read the full article on Seeking AlphaHissedar Getirileri
| PDD | US Multiline Retail | US Pazar | |
|---|---|---|---|
| 7D | 3.6% | -2.5% | 2.7% |
| 1Y | -19.7% | 16.0% | 20.9% |
Getiri vs. Endüstri: PDD geçen yıl % 16 oranında getiri sağlayan US Multiline Retail sektörünün gerisinde kaldı.
Getiri vs Piyasa: PDD geçen yıl % 20.9 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| PDD volatility | |
|---|---|
| PDD Average Weekly Movement | 5.8% |
| Multiline Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: PDD son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: PDD 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2015 | 25,474 | Lei Chen | www.pddholdings.com |
PDD Holdings Inc., bir işletme portföyüne sahip olan ve işleten çok uluslu bir ticaret grubudur. Şirket, çeşitli ürün kategorileri ve interaktif alışveriş deneyimleri sunan Pinduoduo platformunu ve tüccarların üretim ve ticari operasyonlarını kolaylaştırmalarını sağlayan çevrimiçi bir platform olan Temu'yu işletmektedir. Şirket daha önce Pinduoduo Inc. olarak biliniyordu ve Şubat 2023'te adını PDD Holdings Inc. olarak değiştirdi.
PDD Holdings Inc. Temel Bilgiler Özeti
| PDD temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$130.61b |
| Kazançlar(TTM) | US$14.17b |
| Gelir(TTM) | US$65.55b |
9.2x
F/K Oranı2.0x
P/S OranıPDD aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| PDD gelir tablosu (TTM) | |
|---|---|
| Gelir | CN¥442.40b |
| Gelir Maliyeti | CN¥194.75b |
| Brüt Kâr | CN¥247.65b |
| Diğer Giderler | CN¥152.01b |
| Kazançlar | CN¥95.65b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 67.20 |
| Brüt Marj | 55.98% |
| Net Kâr Marjı | 21.62% |
| Borç/Özkaynak Oranı | 0% |
PDD uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/09 02:03 |
| Gün Sonu Hisse Fiyatı | 2026/08/07 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 |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 ayrıntılarına Github sayfamızdan ulaşabilirsiniz; 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
PDD Holdings Inc. 74 Bu analistlerden 35, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Zixiao Yang | Arete Research Services LLP |
| Jiong Shao | Barclays |
| Xiaoguang Zhao | Barclays |