Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
PDD logo PDD
Upturn stock ratingUpturn stock rating
PDD logo

PDD Holdings Inc. (PDD)

Upturn stock ratingUpturn stock rating
$124.36
Delayed price
Profit since last BUY10.86%
upturn advisory
Consider higher Upturn Star rating
BUY since 42 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

03/27/2025: PDD (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type Stock
Historic Profit -4.64%
Avg. Invested days 42
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 172.71B USD
Price to earnings Ratio 11.7
1Y Target Price 151.09
Price to earnings Ratio 11.7
1Y Target Price 151.09
Volume (30-day avg) 9995676
Beta 0.68
52 Weeks Range 88.01 - 164.69
Updated Date 03/27/2025
52 Weeks Range 88.01 - 164.69
Updated Date 03/27/2025
Dividends yield (FY) -
Basic EPS (TTM) 10.63

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-03-18
When Before Market
Estimate 19.6726
Actual 20.15

Profitability

Profit Margin 28.55%
Operating Margin (TTM) 23.14%

Management Effectiveness

Return on Assets (TTM) 15.89%
Return on Equity (TTM) 44.92%

Valuation

Trailing PE 11.7
Forward PE 9.5
Enterprise Value 125861575589
Price to Sales(TTM) 0.44
Enterprise Value 125861575589
Price to Sales(TTM) 0.44
Enterprise Value to Revenue 2.32
Enterprise Value to EBITDA 6.88
Shares Outstanding 1388770048
Shares Floating 2991990469
Shares Outstanding 1388770048
Shares Floating 2991990469
Percent Insiders -
Percent Institutions 31.91

Analyst Ratings

Rating 4.52
Target Price 145.58
Buy 6
Strong Buy 29
Buy 6
Strong Buy 29
Hold 7
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

PDD Holdings Inc.

stock logo

Company Overview

History and Background

PDD Holdings Inc., formerly known as Pinduoduo Inc., was founded in 2015 by Colin Huang. It rapidly grew to become a leading e-commerce platform in China, known for its innovative 'team purchase' model and focus on agricultural products. In 2023, it rebranded to PDD Holdings Inc. and shifted its focus to global expansion with the launch of Temu.

Core Business Areas

  • Pinduoduo (China): E-commerce platform in China connecting consumers with a wide range of products, particularly agricultural goods through a group buying model.
  • Temu (Global): E-commerce platform operating globally, offering a wide variety of products at competitive prices, with a focus on affordability and direct-from-manufacturer sourcing.

Leadership and Structure

Lei Chen is the Chairman and Co-CEO. Jiazhen Zhao is the Co-CEO. The company operates with a relatively flat organizational structure, encouraging innovation and rapid decision-making.

Top Products and Market Share

Key Offerings

  • Apparel and Accessories (Temu): A wide range of clothing, shoes, and accessories offered on Temu globally. Temu holds a growing market share in the fast fashion e-commerce sector competing with SHEIN and Amazon (AMZN). Accurate market share data is dynamic and varies by region.
  • Household Goods (Temu): Variety of household items like kitchenware, home decor, and cleaning supplies available on Temu. Competitors include Amazon (AMZN), Walmart (WMT) and AliExpress. Market share information is variable and region dependent.
  • Agricultural Products (Pinduoduo): Pinduoduo's core offering in China, connecting farmers directly with consumers. Competitors include JD.com (JD) and Alibaba (BABA). Pinduoduo has a significant share of the online agriculture market in China.

Market Dynamics

Industry Overview

The e-commerce industry is highly competitive and dynamic, characterized by increasing globalization, rapid technological advancements, and shifting consumer preferences. Mobile commerce and social commerce are significant trends.

Positioning

PDD Holdings Inc. is positioned as a value-driven e-commerce player, leveraging its supply chain efficiencies and innovative business models to offer competitive prices. It appeals to price-sensitive consumers and leverages social commerce to drive growth.

Total Addressable Market (TAM)

The global e-commerce TAM is estimated to be in the trillions of USD. PDD Holdings Inc. is positioned to capture a significant share of this market through its expansion into new geographies and product categories.

Upturn SWOT Analysis

Strengths

  • Strong user base in China
  • Innovative team purchase model
  • Efficient supply chain
  • Aggressive pricing strategy
  • Rapid growth of Temu

Weaknesses

  • Dependence on price-sensitive consumers
  • Concerns about product quality and authenticity
  • Geographic concentration (historically China)
  • Potential regulatory risks in China and globally
  • High marketing expenses

Opportunities

  • International expansion (Temu)
  • Diversification of product categories
  • Investment in logistics and infrastructure
  • Partnerships with brands and suppliers
  • Expansion into new markets

Threats

  • Intense competition from established e-commerce giants
  • Changing consumer preferences
  • Economic slowdown
  • Geopolitical risks
  • Increased regulatory scrutiny

Competitors and Market Share

Key Competitors

  • AMZN
  • BABA
  • JD

Competitive Landscape

PDD Holdings Inc. competes with established e-commerce giants like Amazon and Alibaba. Its competitive advantages include its focus on value, innovative business models, and strong user base in China. However, it faces challenges related to product quality, regulatory risks, and international expansion.

Major Acquisitions

Growth Trajectory and Initiatives

Historical Growth: PDD Holdings Inc. has experienced rapid revenue growth driven by the popularity of Pinduoduo in China and the recent launch of Temu globally. Its growth has been fueled by aggressive marketing and promotional activities.

Future Projections: Analyst estimates suggest continued revenue growth for PDD Holdings Inc., driven by the expansion of Temu and the ongoing strength of Pinduoduo. Profitability is expected to improve as the company achieves greater scale and efficiency.

Recent Initiatives: Recent initiatives include the global expansion of Temu, investments in logistics infrastructure, and partnerships with international brands.

Summary

PDD Holdings Inc. is a strong player in the e-commerce market, particularly in China. Its team purchase model and focus on value have driven rapid growth. The company's global expansion through Temu presents significant opportunities, but also challenges related to competition and regulatory compliance.

Similar Companies

  • AMZN
  • BABA
  • JD
  • SHOP

Sources and Disclaimers

Data Sources:

  • Company filings
  • Analyst reports
  • Industry publications

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About PDD Holdings Inc.

Exchange NASDAQ
Headquaters -
IPO Launch date 2018-07-26
General Counsel, Co-CEO & Chairman Mr. Lei Chen
Sector Consumer Cyclical
Industry Internet Retail
Full time employees -
Full time employees -

PDD Holdings Inc., a multinational commerce group, owns and operates a portfolio of businesses. It operates Pinduoduo, an e-commerce platform that offers products in various categories, including agricultural produce, apparel, shoes, bags, mother and childcare products, food and beverage, electronic appliances, furniture and household goods, cosmetics and other personal care, sports and fitness items and auto accessories; and Temu, an online marketplace. It focuses on bringing businesses and people into the digital economy. The company was formerly known as Pinduoduo Inc. and changed its name to PDD Holdings Inc. in February 2023. The company was incorporated in 2015 and is based in Dublin, Ireland.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​