任意の製品分析
許可いただいた場合、プライバシーに配慮した限定的な分析を使用し、どのリサーチ経路が有効かを把握します。広告トラッカーやセッション録画は使用しません。この選択は設定で変更できます。詳しくは プライバシーポリシー.
PDD Holdings Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $138.6B | |
|---|---|---|
| P/E (forward) | 6.9x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | Trend |
|---|---|---|---|---|---|
| Period | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $130.56B | $247.64B | $393.84B | $431.85B | +49.0% |
| Gross profit | $99.10B | $155.92B | $239.94B | $243.04B | +34.9% |
| Operating income | $36.47B | $71.93B | $132.68B | $119.45B | +48.5% |
| Net income | $31.54B | $60.03B | $112.43B | $97.84B | +45.8% |
| EPS (diluted) | $21.92 | $41.16 | $76.00 | $66.00 | +44.4% |
| EBITDA | $39.21B | $73.81B | $135.32B | $122.45B | +46.2% |
| R&D | $10.38B | $10.95B | $12.66B | $16.50B | +16.7% |
| SG&A | $58.31B | $86.26B | $118.85B | $133.45B | +31.8% |
Recent company headlines from major financial publishers.
Temu scales globally with minimal regulatory disruption, realizing massive network effects. The multiple expands toward global peers as existential fears fade, driving upside toward $403.15.
Geopolitical risks remain elevated but manageable. PDD sustains robust cash flows ($14.6B FCFF) and mid-teen growth, justifying a $265.33 midpoint utilizing a constrained 15x terminal P/E multiple.
| Ke ↓ / g → | 2.5% | 3.0% | 3.5% | 4.0% | 4.5% |
|---|---|---|---|---|---|
| 7.6% | $316 | $350 | $393 | $447 | $462 |
| 8.6% | $264 | $288 | $316 | $350 | $393 |
| 9.6% | $227 | $244 | $264 | $288 | $316 |
| 10.6% | $199 | $212 | $227 | $244 | $264 |
| 11.6% | $177 | $188 | $199 | $212 | $227 |
Upcoming earnings date and setup when available.
各月に公開されたリサーチ版が示したレーティングです。レーティングは分析時点の株価を公正価値と比較したもので、判断が当たったかどうかの記録ではありません。
| 年 | 1月 | 2月 | 3月 | 4月 | 5月 | 6月 | 7月 | 8月 | 9月 | 10月 | 11月 | 12月 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |