Added to YB: 2026-08-25
Pitch date: 2026-08-21
PDD [bullish]
PDD Holdings Inc.
-9.37%
current return
Author Info
No bio for this author
Company Info
PDD Holdings Inc., a multinational commerce group that owns and operates a portfolio of businesses. The company operates Pinduoduo platform, which provides various product categories and interactive shopping experiences; and Temu, an online platform, which enables merchants to streamline their manufacturing and commercial operations.
Market Cap
$785.6B
Pitch Price
$90.94
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.27
P/E
8.87
EV/Sales
0.74
Sector
Broadline Retail
Category
value
New Idea: Pinduoduo (PDD)
PDD: China e-commerce (Pinduoduo/Temu) at <$90, ~$40-50/share net cash, $8 FCF/share = 6.25x FCF, 16% yield. Asset-light, negative working capital funds growth, 20-30% margins, high ROIC. Went 0 to ~20% China e-comm in 11yrs, took share from Alibaba; US ~$50B GMV. Early buy, work ongoing.
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