企業プロフィール · Consumer Cyclical

PDD Holdings Inc.

PDD · 米国株
取引所
米国株
国 / 地域
USA
上場日
2018年7月26日
従業員数
25,474
公式サイト
www.pddholdings.com
現在値
$84.85
リアルタイム · 2026年7月27日
妥当買付価格
≤ $65
安全マージンの起点
ベイリー成長スコア
49/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 $84.85 リアルタイム · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 $65–$81 / 妥当 $81–$99 / 楽観的 $99–$132。$84.85 時点で 妥当な本源的価値レンジ内。

レポート公開時 $87.55(2026年6月2日)

時価総額$1176.58億
売上高(TTM)$4424.03億
EBITDA$971.57億
純利益率21.62%
ROE25.4%
PER (TTM)8.74
予想PER8.05
PEG0.77
EPS$9.46
52週レンジ$71.94 – $139.41
アナリスト目標株価$116.34
アナリスト評価4.1 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

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. The company was formerly known as Pinduoduo Inc. and changed its name to PDD Holdings Inc. in February 2023. PDD Holdings Inc. was incorporated in 2015 and is based in Dublin, Ireland.

沿革

PDD Holdings Inc. was incorporated in 2015 and is based in Dublin, Ireland. Founded by Huang Zheng, it began commercial operations through Hangzhou Aimi and Shanghai Xunmeng, building a social-commerce platform around group-buying, low prices and factory supply. The company was named Pinduoduo Inc. in 2018 and listed on Nasdaq on July 26, 2018, pricing its ADSs at US$19 and raising roughly US$1.63 billion. In September 2022 it launched Temu, a global online platform, and renamed itself PDD Holdings Inc. in February 2023.

業界での地位

PDD Holdings operates in internet retail, running the domestic Pinduoduo marketplace and the cross-border Temu platform; its revenue comes from online marketing services and transaction-service fees rather than first-party retail. In 2025 revenue reached RMB 431.85 billion, with the two streams nearly even at RMB 217.78 billion and RMB 214.06 billion. The model is unusually asset-light, with 2025 capital expenditure of only about RMB 1.145 billion. Its core strength is efficiently organizing low-priced Chinese manufacturing supply; key competitors include Alibaba and JD.com at home, and Shein, AliExpress and Amazon overseas.

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