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PDD Holdings

NSQ:PDD · US7223041028
Internet & Direct Marketing RetailXX-Large

360

87
EV / EBIT100
Price / Owner Earnings75
Owner Earnings Yield98
Dividend Yield1
Price/Sales29
EV / Gross Profit82
Price/Book55
Return on Capital92
Cash Return on Capital88
Return on Equity73
EBIT Margin96
Gross Profitability49
Cash Conversion15
Accruals9
Owner Earnings Margin96
Sales growth80
Profit Growth100
Long-Term EPS Growth45
Owner Earnings Growth34
Reinvestment88
Price momentum47
Debt load97
Refinancing22
Debt Payback100
Liquidity92
Analyst ratings50
Opinion Changes33
Price Target Upside83
Market mood27
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

PDD Holdings generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryIreland
IndustryInternet & Direct Marketing Retail
SizeXX-Large
TypePublic Company
ExchangeNASDAQGS
Founded2015
Employees462
Websitepddholdings.com
ISINUS7223041028
Last UpdateApr 2, 2026
Indices
NASDAQ 100 (USA)NASDAQ (USA)
Themes
FintechOnline PaymentsOnline GroceryFast-Moving Consumer GoodsData ProtectionBuy Now Pay Later (BNPL)Group BuyingArtificial IntelligenceE-CommerceE-Commerce Platforms

Description

PDD Holdings Inc., a multinational commerce company, owns and operates a portfolio of businesses. The company has built a network of sourcing, logistics, and fulfillment capabilities that support its underlying businesses. The company’s customers a…

Analysis

Bargain bin

PDD Holdings Inc. is priced cheaply, and that invites the natural question of why, since the underlying business scores below average. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is attractive. The owner-earnings multiple stands at 8.6×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -5% a year, against analyst forecasts of 7%. The price, in other words, assumes less than the experts do.

Growth is tepid; the safety picture is sturdy. The company scores 14/20 on our value-creation score: strong value creator.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
60
2026

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
29
—
—
—
Price/Earnings
67
—
—
—
Price/Book
55
—
—
—
Dividend Yield
1
—
—
—
Value (overall)
28
—
—
—

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
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