Coupang Inc - Ordinary Shares - Class A

Coupang Inc - Ordinary Shares - Class A

CPNG

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Market Cap$29.8B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Coupang Inc - Ordinary Shares - Class ACoupang Inc - Ordinary Shares - Class A-183.6--4%0.91.3

Earnings Call Q1 2026

May 5, 2026 - AI Summary

Recovery progress after data incident (demand + WOW behavior): strong customer retention signals, but revenue comps lag - Product Commerce growth bottomed in January; improved each month YOY in Feb and Mar, with improvement strengthening into Q1’s later months. - WOW members: “vast majority never left”; members who left returned and resumed prior spend levels; through end of April, closed ~80% of the WOW membership decline caused by the incident (via returning + new sign-ups). - Management expects year-over-year growth comps to keep improving through the year, but cautions that YOY reported growth will take time because the incident caused “months of pause/compounding” that weigh on comparisons.
Margins pressured in Q1 by two distinct, temporary drivers (vouchers + underutilized network/inventory); normalization expected - Q1 Product Commerce gross margin: 30.3%, -100 bps YOY and -160 bps QoQ. - Main Q1 margin drags: - Customer vouchers issued in response to the incident (one-time/temporary; mostly contained in Q1 with modest tail into early Q2). - Temporary inefficiencies from network capacity and supply chain commitments sized for a stable demand curve; demand undershot → underutilization of fixed costs and inventory. - Management’s view: as demand returns to a predictable curve, capacity utilization and supply chain efficiency re-balance, and margin pressure “works out” progressively. - Guidance for Q2: consolidated adjusted EBITDA margin expected to contract ~300–400 bps YOY (still driven by incident-related temporary factors), with annual margin expansion expected to resume next year (long-term drivers remain intact).
Solid top-line growth; profitability hit larger at group level; segment details show the “shape” of investment vs recovery - Consolidated revenue: $8.5B, +8% YOY (reported and constant currency both +8%). - Product Commerce net revenue: $7.2B, +4% reported / +5% constant currency. - Active customers: 23.9M (+2% YOY) but -3% QoQ (management attributes sequential decline to trailing measurement lag from late-Q4 incident timing). - Product Commerce segment adjusted EBITDA: $358M, margin 5% (-~300 bps YOY and -~270 bps QoQ). - Developing Offerings (early-stage investments): net revenue $1.3B (+28% YOY); gross profit $123M (-25% YOY); segment adjusted EBITDA loss $329M (consistent with investment cadence). - Consolidated adjusted EBITDA: $29M, margin 0.3% (large YOY/quarter contraction tied to Product Commerce gross margin + DO investment intensity).

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$25.25

Target Price by Analysts

53.8% upsideCoupang Target Price DetailsTarget Price
$5.93

Current Fair Value

63.9% downside

Overvalued by 63.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$29.80 Billion
Enterprise Value$28.52 Billion
Dividend Yield$- (-)
Earnings per Share$0.11
Beta1.2
Outstanding Shares1,825,000,000

Return

Return on Equity-4.20%ROE
Return on Assets-0.95%
Return on Invested Capital0.76%

Valuation & Multiples

P/E Ratio-183.61P/E Ratio
PEG52.67PEG
Price to Sales0.86Price to Sales
Price to Book Ratio8.21Price to Book Ratio
Enterprise Value to Revenue0.81
Enterprise Value to EBIT483.37
Enterprise Value to Net Income-173
Total Debt to Enterprise0.18
Debt to Equity1.28Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 12, 2026
EPS Estimate
$0.00
Average shareholder expectation
Revenue Estimate
$8.70 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$-0.06
Average shareholder expectation
Revenue Estimate
$9.28 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.5791▲ 24.55%
Total Calls21,397,886▲ 18.96%
Total Puts12,391,294▲ 106.54%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %75.84%▼ 1.27%
Total Invested$26.02B▼ 21.58%
Investors Holding653▼ 51.00%

ESG Score

No data

About Coupang Inc

2,021 employees

Coupang is one of the largest eCommerce companies in Asia, with a mission to revolutionize the everyday lives of its customers and create a world where people wonder, “How did we ever live without Coupang?” Coupang offers a variety of se...

Relevant Senate Committees

Joint Committee on Taxation

This committee directly influences US tax legislation and corporate tax structures by providing official revenue estimates, which would significantly impact Coupang's overall tax burden, profitability, and strategic financial planning, especially given its global operations and US market listing.

Finance

This powerful committee directly impacts corporate taxation, international trade policy (tariffs, trade agreements), and economic policy, all of which can profoundly affect Coupang's profitability, supply chain costs, and market access as a global e-commerce entity.

Judiciary

As a large technology-driven e-commerce company, Coupang could be subject to antitrust scrutiny (DOJ oversight), intellectual property disputes, or data privacy laws, all of which fall under the Judiciary Committee's purview.

Banking, Housing, and Urban Affairs

As a publicly traded company on a US exchange (NYSE), Coupang is subject to SEC regulations overseen by this committee. Its activities involving financial transactions, payment systems, and potentially future digital currencies fall directly within this committee's regulatory scope.

Commerce, Science, and Transportation

This committee has broad jurisdiction over interstate commerce, consumer protection (FTC), data privacy, and technology, directly impacting e-commerce platforms, data handling regulations, and competition policy relevant to Coupang's business model and global tech operations.