PDDConsumer Cyclical · Internet Retail
PDD Holdings
DeepValues Research covers PDD with 12 research reports since May 27, 2025. The latest Deep Value Intelligence report (Oct 8, 2026) ends with a Bearish stance (3.82/5), with the stock at $78 against a headline intrinsic value of $2,332. Sector: Consumer Cyclical · Internet Retail. Bearish since Aug 15, 2026 (previously Bullish); 2 stance changes across 8 scored reports since May 4, 2026.
Stance history
Bearish since Aug 15, 2026 (previously Bullish); 2 stance changes across 8 scored reports since May 4, 2026.
Research timeline
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Deep Value Intelligence
PDD Holdings (PDD) Deep Value Intelligence ReportBearish (3.82/5) on PDD, Oct 8, 2026. Price $78 vs intrinsic value $2,332, 96.6% margin of safety. PDD Holdings is a high-quality, asset-light…
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Deep Value Intelligence
PDD Holdings (PDD) Deep Value Intelligence ReportBearish (3.96/5) on PDD, Aug 25, 2026. Price $87 vs intrinsic value $2,405, 96.4% margin of safety. Why: PDD Holdings presents a classic value trap…
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Deep Value Intelligence
PDD Holdings (PDD) Deep Value Intelligence ReportBearish (3.96/5) on PDD, Aug 23, 2026. Price $88 vs intrinsic value $2,405, 96.3% margin of safety. PDD screens as deeply undervalued (9.2x P/E, 30%…
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Deep Value Intelligence
PDD Holdings (PDD) Deep Value Intelligence ReportBearish (4.09/5) on PDD, Aug 15, 2026. Price $85 vs intrinsic value $1,398, 93.9% margin of safety. PDD Holdings screens as a compelling statistical…
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Deep Value Intelligence
PDD Holdings (PDD) Deep Value Intelligence ReportBullish (4.09/5) on PDD, Jul 15, 2026. Price $86. PDD is a high-return, cash-rich platform business that has moved from years of heavy investment and…
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Deep Value Intelligence
PDD Holdings (PDD) Deep Value Intelligence ReportNeutral (3.96/5) on PDD, Jun 15, 2026. Price $84. PDD is a high-margin, asset-light internet retail platform with exceptional cash generation, very low…
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Deep Value Intelligence
PDD Holdings (PDD) Deep Value Intelligence ReportNeutral (4.09/5) on PDD, May 27, 2026. Price $86. PDD remains a high-quality, asset-light, cash-rich e-commerce platform with unusually strong…
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Deep Value Intelligence
PDD Holdings (PDD) Deep Value Intelligence ReportNeutral (4.09/5) on PDD, May 4, 2026. Price $98. PDD Holdings presents a classic value trap dilemma: spectacular trailing metrics (10.3x P/E, 56.3% gross…
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Research note
PDD Holdings (Pinduoduo) - Deep Dive Research ReportPDD Holdings - the parent of China's Pinduoduo platform and the international Temu app - reported Q3 2025 results on November 18, 2025. Revenue was…
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Research note
PDD Holdings Inc Financial Research ReportPDD (Pinduoduo) reported solid Q2 2025 results. Total revenues were RMB103,985 million (~$14.52B), up 7% year-over-year , slightly above forecasts…
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Research note
PDD (05-27-2025) GPTGreat. I'll begin an in-depth financial and strategic analysis of PDD Holdings, incorporating Q1 2025 data, both domestic (Pinduoduo) and international…
Compare with other Consumer Cyclical companies
All Consumer Cyclical stocks| Company | Latest stance | Reports |
|---|---|---|
| PDD | Bearish3.82 | 12 |
| AMZNAmazon | Bearish2.88 | 33 |
| BABAAlibaba | Neutral3.67 | 6 |
| SESea | Neutral3.30 | 2 |
| EBAYeBay | Neutral2.84 | 2 |
| MELIMercadoLibre | Neutral3.42 | 1 |
| JDJD.com | Bearish3.15 | 4 |
| TSLATesla | Neutral2.44 | 25 |
| LENLennar | Neutral2.83 | 2 |
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