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PDD

NEUTRAL
$103.71 Live
PDD Holdings Inc. · NASDAQ
Target $143.05 (+37.9%)
$92.68 52W Range $139.41

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 17, 2026
Market cap
$147.23B
P/E
10.55
ROE
27.3%
Profit margin
23.0%
Debt/Equity
0.01
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
PDD exhibits exceptional financial health with a Piotroski F-Score of 8/9 and a near-zero Debt/Equity ratio of 0.01. While the company is fundamentally undervalued relative to its sector (P/E 10.55 vs Sector Avg 36.64) and possesses strong margins, it is currently facing a growth inflection point with earnings growth declining by 10.8% YoY. The bullish fundamental profile is heavily offset by bearish technical trends, negative insider sentiment, and a current price that exceeds both the Graham Number ($97.41) and Intrinsic Value ($68.81).

Key Strengths

Exceptional financial health (Piotroski 8/9)
Negligible debt load (Debt/Equity 0.01)
Deep value valuation (PEG 0.74, P/S 0.34)
Strong profitability (Gross Margin 56.28%, ROE 27.29%)
High liquidity (Current Ratio 2.45)

Key Risks

Negative earnings growth trend (-10.8% YoY)
Bearish technical momentum (Technical Trend 0/100)
Insider selling activity
Price trading at a premium to growth-based intrinsic value
Recent quarterly earnings misses (2 of last 4)
AI Fair Value Estimate
Based on comprehensive analysis
$92.5
-10.8% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
60
Strong
Value
82
Future
45
Past
75
Health
98
Dividend
0
AI Verdict
Fundamental Powerhouse with Momentum Decay
Key drivers: Strong Balance Sheet, Low Valuation Multiples, Declining Earnings Growth, Bearish Technicals
Confidence
90%
Value
82/100

P/E 10.55, PEG 0.74, Graham Number $97.41

Positives
  • P/E significantly below sector average
  • PEG ratio < 1 indicates undervaluation relative to growth
  • Very low Price/Sales ratio
Watchpoints
  • Current price is above the Graham Number and Intrinsic Value
Future
45/100

Revenue growth is positive but earnings are contracting

Positives
  • Positive revenue growth (12%)
Watchpoints
  • Negative YoY earnings growth (-10.8%)
  • Negative Q/Q earnings growth (-10.6%)
Past
75/100

25 quarters of data showing high volatility in surprises

Positives
  • Long history of significant earnings beats
  • Strong historical ROE
Watchpoints
  • Recent trend of earnings surprises becoming less consistent
Health
98/100

Piotroski 8/9 indicates strong financial health

Positives
  • Piotroski F-Score 8/9
  • Extremely low Debt/Equity
  • Strong Current and Quick ratios
Watchpoints
No urgent risks highlighted.
Dividend
0/100

Company reinvests all capital; no yield provided

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$103.71
Analyst Target
$143.05
Upside/Downside
+37.9%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for PDD and closest competitors.

Updated 2026-04-16
PDD
PDD Holdings Inc.
Primary
5Y
-21.9%
3Y
+50.4%
1Y
+12.3%
6M
-18.6%
1M
-0.6%
1W
+3.1%
BKN
Booking Holdings Inc.
Peer
5Y
+76.9%
3Y
+59.9%
1Y
-10.0%
6M
-21.5%
1M
+0.3%
1W
-1.3%
LOW
Lowe's Companies, Inc.
Peer
5Y
+33.7%
3Y
+22.7%
1Y
+2.9%
6M
-4.0%
1M
-8.2%
1W
-0.1%
TJX
The TJX Companies, Inc.
Peer
5Y
+163.2%
3Y
+113.2%
1Y
+33.1%
6M
+12.5%
1M
+0.9%
1W
+1.1%
SBU
Starbucks Corporation
Peer
5Y
-8.6%
3Y
-7.1%
1Y
-5.4%
6M
+8.6%
1M
-6.5%
1W
-2.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
10.55
Forward P/E
7.26
PEG Ratio
0.74
P/B Ratio
2.42
P/S Ratio
0.34
EV/Revenue
0.38
EV/EBITDA
1.73
Market Cap
$147.23B

Profitability

Profit margins and return metrics

Profit Margin 23.01%
Operating Margin 22.37%
Gross Margin 56.28%
ROE 27.29%
ROA 10.42%

Growth

Revenue and earnings growth rates

Revenue Growth +12.0%
Earnings Growth -10.8%
Q/Q Revenue Growth +8.98%
Q/Q Earnings Growth -10.6%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.01
Low debt
Current Ratio
2.45
Strong
Quick Ratio
2.06
Excellent
Cash/Share
$75.27

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-27
$N/A
2026-03-25
$17.69
-15.8% surprise
2025-11-18
$21.08
+27.2% surprise
2025-08-25
$22.07
+49.1% surprise

Consumer Cyclical Sector Comparison

Comparing PDD against 295 companies in the Consumer Cyclical sector (17 bullish, 97 neutral, 181 bearish)
P/E Ratio
10.55
This Stock
vs
33.55
Sector Avg
-68.6% (Discount)
Return on Equity (ROE)
27.29%
This Stock
vs
-35.97%
Sector Avg
-175.9% (Below Avg)
Profit Margin
23.01%
This Stock
vs
-5.65%
Sector Avg
-507.6% (Weaker)
Debt to Equity
0.01
This Stock
vs
1.37
Sector Avg
-99.1% (Less Debt)
Revenue Growth
12.0%
This Stock
vs
14.32%
Sector Avg
-16.2% (Slower)
Current Ratio
2.45
This Stock
vs
2.45
Sector Avg
-0.2% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

KAM ANTHONY PING LEUNG
Director
Sell
2026-03-30
1,533 shares · $152,424
RIETJENS IVONNE M.C.M.
Director
Sell
2026-03-30
560 shares · $55,772
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

20-F
20-F
2025-04-28

PDD Holdings filed its 20-F annual report on April 28, 2025, providing a comprehensive overview of its financial performance and operational results. The filing details the company's fiscal highlights and outlines the primary regulatory and market risks associated with its business operations.

20-F
FORM 20-F
2024-04-25

PDD Holdings continues to demonstrate strong revenue growth and profitability driven by its domestic operations and the rapid international expansion of Temu. However, the company faces significant risks related to the evolving regulatory environment in China and geopolitical tensions that may impact its global trade and operations.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
33 analysts
Freedom Capital Markets
2026-01-06
Maintains
Buy Buy
Freedom Broker
2026-01-06
Maintains
Buy Buy
B of A Securities
2025-11-19
Maintains
Neutral Neutral

Past News Coverage

Recent headlines mentioning PDD from our newsroom.

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