Narrow-moat PDD Holding, or PDD, missed the LSEG revenue forecast by 3% but beat consensus operating profit by 14% in the second quarter. However, share price declined 29% after the results release as management gave pessimistic guidance on future growth and margin and has no plans for dividends or share buybacks in the next few years.
Temu might break even faster than anticipated while maintaining an above-industry growth rate.
If Temu loses its growth momentum faster than expected, it could lead to negative profit growth for PDD due to competition.
|
Metric
|
PDD
|
03690
|
JD
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.37 | 48.76 | 10.63 |
Price/Book Value | 5.38 | 5.88 | 1.92 |
Price/Sales | 4.19 | 3.12 | 0.41 |
Price/Cash Flow | 10.66 | 20.43 | 6.09 |
|
Metric
|
PDD
|
03690
|
JD
|
|---|---|---|---|
Quick Ratio | 1.74 | 1.54 | 0.81 |
Current Ratio | 2.11 | 1.81 | 1.15 |
Interest Coverage | 4,947.85 | 17.66 | 10.98 |
|
Metric
|
PDD
|
03690
|
JD
|
|---|---|---|---|
Return on Assets (Normalized) | 30.77% | 7.14% | 6.83% |
Return on Equity (Normalized) | 55.59% | 13.40% | 18.82% |
Return on Invested Capital (Normalized) | 45.27% | 9.89% | 10.17% |
|
1-Day Chart
|
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