GROWTH
Top line decelerating.
+11.9% YoY versus +54.7% prior. 3y CAGR +47.2%.
+11.9%
PDD Holdings Inc. PDD
Consumer Discretionary · Market Cap: $116.1B
$79.56▼ 0.30 (0.38%)
Fundamentals as of 2025-12-31
We use cookies
MainRatios uses cookies for essential site functions. With your consent, we also use analytics cookies including session replay sampling (PostHog, Google Analytics) and advertising cookies (Google AdSense). You can reject non-essential cookies, including the "sale" or sharing of personal information under CCPA, and you may withdraw consent at any time (GDPR). See our Privacy Policy for details.
Consumer Discretionary · Market Cap: $116.1B
Fundamentals as of 2025-12-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
3 of 3 legendary models say BUY PDD.
What would legendary investors pay for PDD?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Yes — PDD Holdings Inc.'s 23.4% ROE ranks above the S&P 500 median, and D/E 0.52 stays within healthy bounds.
Financial story
Yes — PDD Holdings Inc.'s 23.4% ROE shows strong capital efficiency, and its 0.52 debt-to-equity stays within healthy bounds.
Bottom line: PDD is rated BUY by all 3 legendary models, 95% below avg fair value $1550, but earns a B sector grade (69/100) in Consumer Discretionary. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
+11.9% YoY versus +54.7% prior. 3y CAGR +47.2%.
+11.9%Net margin 23.0% versus 28.5% prior (−5.5pp). Operating 21.9%.
23.0%P/E 9.1x — 36% below the 5y median of 14.2x. Forward 1.1x hints at EPS expansion next year.
9.1xHow does PDD compare?
3 of 3 legendary investor models rate PDD a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
Average fair value across qualifying models: $1550. See the per-investor fair-value table in the valuation tab.
PDD trades at 11.2x earnings. Sector context and per-investor signals are in the valuation tab.
PDD and LOW differ on P/E, ROE, and revenue growth. See the full PDD vs LOW compare matrix.
Buffett, Lynch, and Munger evaluate PDD against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
PDD's P/E ratio is 11.2x. 5-year P/E history is in the financials tab.
See exactly where PDD ranks
Sign in to unlock the full sector ranking — free.
Sign in to see the rankingPDD sits at #4 in Consumer Discretionary with a B grade (69/100).
