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Dingdong (Cayman) Limited

Dingdong (Cayman) Limited

NYSE•DDL
CEO: Mr. Liang Changlin
セクター: Consumer Defensive
業種: Grocery Stores
上場日: 2021-06-29
Dingdong (Cayman) Limited operates an e-commerce company in China. The company offers fresh groceries, including vegetables, meat and eggs, fruits, and seafood; prepared food, and other food products, such as baked goods, dairy, seasonings, beverages, instant food, oil, and snacks. It offers its products through traditional offline, as well as online channels through Dingdong Fresh app, mini-programs, and third-party platforms. Dingdong (Cayman) Limited was founded in 2017 and is headquartered in Shanghai, China.
連絡先情報
Building 1, 56 Fanchang Road, Shanghai, 201201, China
86-21-6858-5011
www.100.me
時価総額
$613.19M
PER (TTM)
15.1
52.1
配当利回り
--
52週高値
$3.85
52週安値
$1.65
52週レンジ
54%
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
6年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2020-2025

財務ダッシュボード

Q3 2025 データ

売上高

$931.02M+1.90%
直近4四半期の推移

EPS

$0.05-57.30%
直近4四半期の推移

フリーCF

$0.00+0.00%
直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Revenue Rebounds Strongly Total revenues reached US$ 3.16 B in 2024, showing strong growth after 2023 dip, primarily driven by user scale.
GAAP Profitability Achieved Recorded GAAP net income of US$ 41.7M in 2024, successfully reversing prior year net loss of $(91.3)M.
Non-GAAP Margin Expansion Non-GAAP net profit margin improved significantly to 1.8% in 2024, up from 0.2% in 2023, demonstrating efficiency gains.
Fulfillment Costs Optimized Fulfillment expenses decreased to 22.0% of revenues in 2024, reflecting improved operational efficiency across the network.

リスク要因

Foreign Audit Scrutiny Continued uncertainty regarding PCAOB audit access; delisting risk persists if future inspections fail under HFCA Act requirements.
Rising Cost of Goods Sold Cost of goods sold increased slightly to 69.9% of revenues in 2024, putting pressure on gross margins despite revenue rebound.
Limited Operating History Limited operating history makes future growth rate maintenance uncertain; past performance is not indicative of future results.
Financing Cash Outflow Net cash used in financing activities totaled US$ 236.2M in 2024, driven by significant repayment of short-term borrowings.

見通し

Fulfillment Network Expansion Opened 130 new frontline fulfillment stations in 2024, establishing foundation for 2025 operational efficiency goals.
Product Innovation Investment Focus on enhancing product capabilities and technology innovation to support sustainable growth and expand offerings, including private labels.
Efficiency First Strategy Maintain strategic focus on efficiency first, optimizing fulfillment network layout to reduce costs and improve operational efficiency long term.

同業比較

売上高 (TTM)

Dingdong (Cayman) LimitedDDL
$3.33B
+8.4%
Village Super Market, Inc.VLGEA
$2.35B
+3.9%
B&G Foods, Inc.BGS
$1.84B
-6.0%

粗利益率 (最新四半期)

USANA Health Sciences, Inc.USNA
73.4%
-5.2pp
Vasta Platform LimitedVSTA
67.9%
+4.8pp
Oatly Group ABOTLY
34.5%
-0.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
DDL$613.19M15.131.2%35.6%
MAMA$608.99M127.614.3%9.9%
VLGEA$571.11M10.311.4%33.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.3%
緩やかな成長
4四半期純利益CAGR
-3.3%
収益性の安定
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年3月5日
|
EPS:$0.03
|
売上高:-
財務レポート
財務データ
ニュース
全年度

  • Form 20-F - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年4月21日|
    売上高: $3.21B+15.5%
    |
    EPS: $0.19+297.8%
    予想を上回る

  • Form 20-F - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年4月19日|
    売上高: $2.82B-17.5%
    |
    EPS: $-0.10+87.7%
    予想を下回る

  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年3月22日|
    売上高: $2.82B+20.4%
    |
    EPS: $-0.10+92.5%
    予想を下回る

  • Form 20-F - FY 2021

    会計期末: 2021年12月31日|提出日: 2022年5月2日|
    売上高: $2.82B+77.5%
    |
    EPS: $-0.10-145.8%
    予想を下回る