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PDD Holdings Inc.

PDD Holdings Inc.

NASDAQ•PDD
CEO: Mr. Lei Chen
セクター: Consumer Cyclical
業種: Specialty Retail
上場日: 2018-07-26
PDD Holdings Inc., a multinational commerce group, owns and operates a portfolio of businesses. It operates Pinduoduo, an e-commerce platform that offers products in various categories, including agricultural produce, apparel, shoes, bags, mother and childcare products, food and beverage, electronic appliances, furniture and household goods, cosmetics and other personal care, sports and fitness items and auto accessories; and Temu, an online marketplace. It focuses on bringing businesses and people into the digital economy. The company was formerly known as Pinduoduo Inc. and changed its name to PDD Holdings Inc. in February 2023. The company was incorporated in 2015 and is based in Dublin, Ireland.
連絡先情報
25 Saint Stephens Green, First Floor, Dublin 2, Dublin, D02 XF99, Ireland
353-1-539-7938
www.pddholdings.com
時価総額
$142.49B
PER (TTM)
9.6
33.7
配当利回り
--
52週高値
$139.41
52週安値
$87.11
52週レンジ
28%
順位29Top 17.8%
5.2
F-Score
改良版 Piotroski 分析
9年ファンダメンタル
堅調 • 5.2 / 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: 2017-2025

財務ダッシュボード

Q3 2025 データ

売上高

$15.13B+8.98%
直近4四半期の推移

EPS

$2.93+16.19%
直近4四半期の推移

フリーCF

$6.38B+65.90%
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

Massive Revenue Growth 2024 Total revenues reached RMB 393.8B in 2024, marking a strong 59.0% increase compared to RMB 247.6B in 2023.
Net Income Nearly Doubles Net income surged to RMB 112.4B in 2024, reflecting an 87.3% growth rate over the prior year's RMB 60.0B.
Operating Profit Skyrockets Operating profit grew substantially to RMB 108.4B in 2024, showing an 84.7% increase from RMB 58.7B in 2023.
Strong Operating Cash Flow Net cash generated from operating activities reached RMB 121.9B in 2024, demonstrating robust liquidity generation capacity.

リスク要因

PRC VIE Structure Risk Reliance on contractual VIE arrangements faces uncertainty; adverse PRC government determination could force relinquishing China operations interests.
Multi-jurisdictional Compliance Challenges Expanding Temu globally introduces risks from geopolitical tensions, varied local regulations, and complex cross-border compliance requirements.
Intense E-commerce Competition Facing intense competition; failure to adapt services or maintain brand reputation, especially concerning counterfeit goods, risks market share loss.
RMB/USD Exchange Rate Risk Significant portion of revenues in Renminbi exposes investment value to unpredictable fluctuations between RMB and U.S. dollar exchange rates.

見通し

Prioritizing Growth Investments Company prioritizes long-term growth, expecting continued significant investment in marketing and R&D capabilities, including agri-tech.
Investing in Technology Capabilities Operations supported by proprietary technology; planning decisive investment in agri-tech, supply chain technology, and core R&D capabilities.
Temu Global Platform Growth Temu aspires to become global online platform, expanding monetization strategies and service offerings across diverse international markets.
PDD Partnership Governance PDD Partnership structure aims to align management interests with shareholders; executive director appointment rights pending Partnership Condition fulfillment.

同業比較

売上高 (TTM)

Toyota Motor CorporationTM
$339.08B
+8.4%
JD.com, Inc.JD
$180.81B
+16.6%
Lowe's Companies, Inc.LOW
$84.26B
+0.6%

粗利益率 (最新四半期)

Booking Holdings Inc.BKNG
100.0%
+0.0pp
eBay Inc.EBAY
70.9%
-0.9pp
PDD Holdings Inc.PDD
56.7%
-3.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TM$319.98B13.310.0%41.2%
MCD$233.79B27.3-281.4%0.0%
TJX$174.70B34.558.3%37.5%

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
-0.5%
横ばい
4四半期純利益CAGR
2.4%
収益性の緩やかな改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年3月19日
|
EPS:$2.88
|
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28日|
    売上高: $54.74B+59.0%
    |
    EPS: $11.29+83.3%
    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25日|
    売上高: $34.97B+89.7%
    |
    EPS: $6.26+77.6%
    予想を上回る

  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年4月26日|
    売上高: $34.97B+39.0%
    |
    EPS: $6.26+302.6%
    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4月25日|
    売上高: $34.97B+57.9%
    |
    EPS: $6.26+202.6%
    予想通り

  • Form 20-F - FY 2020

    会計期末: 2020年12月31日|提出日: 2021年4月30日|
    売上高: $34.97B+97.4%
    |
    EPS: $6.26+0.0%
    予想を下回る