PDD Holdings Inc - ADR

PDD Holdings Inc - ADR

PDD

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Market Cap$119.44B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
PDD Holdings Inc - ADRPDD Holdings Inc - ADR8.5-23%0.3-

Earnings Call Q4 2025

March 25, 2026 - AI Summary

Steady Revenue Growth: PDD Holdings reported a fourth-quarter revenue of RMB 123.9 billion, an increase of 12% year-over-year (YOY), with full-year revenue reaching RMB 431.8 billion, up 10% YOY. However, net income saw a decline due to continued investments, indicating a focus on long-term growth over short-term profitability.
Investment in Supply Chain: The company launched a substantial RMB 100 billion support program to assist merchants and improve supply chain efficiencies. This strategic initiative aims to shift from a transaction-based model to one focused on high-quality brand-oriented growth, positioning PDD to innovate and create better value within the ecosystem.
Challenges in Profitability: Despite revenue growth, the company's profitability has fluctuated, with fourth-quarter basic earnings per ADS dropping to RMB 17.50 from RMB 19.76 YOY. The management expressed that extensive investments and a complex regulatory environment are influencing these profitability challenges, leading to possibilities of continuous fluctuations in profit margins in the short term.

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$110.29

Target Price by Analysts

35.2% upsidePDD Holdings Target Price DetailsTarget Price
$275.41

Current Fair Value

237.7% upside

Undervalued by 237.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$119.44 Billion
Enterprise Value$-70,460,892,321.00
Dividend Yield$- (-)
Earnings per Share$69.16
Beta-0.03
Outstanding Shares1,404,000,000

Return

Return on Equity22.94%ROE
Return on Assets15.23%
Return on Invested Capital25.66%

Valuation & Multiples

P/E Ratio8.46P/E Ratio
PEG-54.9PEG
Price to Sales0.26Price to Sales
Price to Book Ratio0.27Price to Book Ratio
Enterprise Value to Revenue-0.16
Enterprise Value to EBIT-0.65
Enterprise Value to Net Income-1
Total Debt to Enterprise-0.12
Debt to Equity0.02Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 27, 2026
EPS Estimate
$2.40
Average shareholder expectation
Revenue Estimate
$15.92 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 24, 2026
EPS Estimate
$2.78
Average shareholder expectation
Revenue Estimate
$17.11 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0119 31.81%
Total Calls26,131,384 20.77%
Total Puts26,442,428 39.72%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %29.18% 1.06%
Total Invested$42.03B 12.29%
Investors Holding636 13.00%

ESG Score

No data

About Pinduoduo Inc

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the crucial analysis and scoring for all tax legislation, directly influencing corporate tax structures and the overall tax burden on companies like PDD.

Finance

This committee controls taxation (corporate tax, tariffs) and trade policy, which directly impacts PDD's profitability, pricing, and access to international supply chains and markets as an e-commerce giant.

Judiciary

This committee's jurisdiction over antitrust laws and intellectual property directly impacts PDD, especially regarding market competition, mergers, and protection against counterfeiting on its platform.

Select Committee on Intelligence

Given PDD's Chinese origin and significant data operations, this committee's oversight of the Intelligence Community could lead to classified information or actions related to national security risks from foreign tech platforms, directly impacting PDD.

Commerce, Science, and Transportation

This committee directly regulates interstate commerce, consumer protection (FTC), data privacy, and telecommunications, all of which are critical to PDD's e-commerce platform.

Foreign Relations

PDD's international operations and supply chains are highly sensitive to U.S. foreign policy, trade relations, and potential sanctions, which are directly influenced by this committee.

Homeland Security and Governmental Affairs

As a foreign-based e-commerce platform, PDD Holdings could face scrutiny regarding data security, supply chain risks, and national security implications, falling under this committee's oversight of government operations and emerging risks.