Nama Insights

PDD Holdings (PDD)

Consumer Cyclical · Internet Retail · NASDAQ

Nasdaq-100
PDD Holdings (PDD) is a Consumer Cyclical company in the Internet Retail industry. It has a market capitalization of $118.18B, a trailing price-to-earnings ratio of 8.2 and a free-cash-flow yield of 12.9%. Over the most recent reported fiscal year, revenue grew 9.7% and free cash flow per share fell 12.7%. Nama's AI scorecard rates it Buy, 8.1 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 8.1/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Trailing · -42.6% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-49.6%
How far the last close sits under the highest price of the past five years.
Market cap$118.18B
Trailing P/E8.2
Price / book7.0
Price / sales1.7
FCF yield12.9%
Dividend yield—
Gross margin56.3%
Operating margin21.9%
Net margin20.4%
Revenue growth (YoY)+9.7%
Revenue growth (3-yr annual)+49.0%
EPS growth (YoY)-12.6%
FCF/share growth (YoY)-12.7%
Beta-0.1
ExchangeNASDAQ
SectorConsumer Cyclical
IndustryInternet Retail

PDD earnings

Next report: Nov 18, 2026 (Q3 2026, EPS estimate $2.84). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 24, 2026 $2.91 $2.76 +5.3% $16.93B
Q1 2026 May 27, 2026 $1.43 $2.47 -41.9% $16.01B
Q4 2025 Mar 25, 2026 $2.67 $3.17 -15.8% $18.67B
Q3 2025 Nov 18, 2025 $3.18 $2.50 +27.2% $16.31B

PDD analyst price target

Median target $114.89 from 33 analysts, ranging $85.66 – $151.13.

Internet Retail peers

TickerCompanyMarket capP/E
AMZN Amazon.com $2.80T 21.0
BABA Alibaba Group $272.28B 35.3
DASH DoorDash $78.33B 57.2
MELI MercadoLibre $76.55B 40.5
EBAY eBay $53.54B 19.7
SE Sea $46.38B 23.8
JD JD.com $39.31B 12.3
CPNG Coupang $29.20B —
Explore live PDD data on Nama Insights →

Recent Congressional trades

PDD Holdings trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025

PDD FAQ

Is PDD a buy?
Nama's AI scorecard currently rates PDD Holdings Buy (8.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is PDD's P/E ratio?
PDD Holdings trades at a trailing price-to-earnings ratio of 8.2.
When does PDD report earnings?
PDD Holdings's next scheduled report is on Nov 18, 2026. Analysts expect EPS of $2.84.
What is the PDD price target?
The median analyst price target from 33 analysts is $114.89, with a range of $85.66 – $151.13.
Is PDD Shariah compliant?
Nama's AAOIFI-style screen reads PDD Holdings as Not Shariah Compliant. At least one of the three ratios or the industry test failed.