Transaction log
Dec 13, 2024 - Bought 20 @ $100.94 (1.10% wtg, opportunistic)
Jul 6, 2026 - Bought 15 @ $83.01 (1.18% wtg)
PDD Holdings
Location: Shanghai, China
Estimated fair value history
Dec-24 - $225 (4.5% MFCF yield)
Mar-25 - $194 (5.0% MFCF yield)
Jun-25 - $177
Sep-25 - $179
Dec-25 - $187
Mar-26 - $194
Jun-26 - $203
Profile
Symbol: PDD
Industry: Internet retail
Sector: Consumer discretionary
Theme: Emerging markets consumer
Annual gross profit: $37.4 billion
5-Year gross profit growth: +35.7%/year
5-Year shareholder growth: +49.5%/year
Estimated fair value: $203
Valuation assumption: 5.0% MFCF yield
Operating income/gross profit: 39.4%
Insider ownership: 32.0%
Investors: Tom Slater (Baillie Gifford), Tencent Holdings (0700.HK, 13.8%)
History
