PDD Holdings Inc. (PDD)

No Active Signal

Key Metrics

Current Price $82.62
Intrinsic Value $2362.00
Margin of Safety 96.5%
ROIC 10.3%
Debt / Equity 1.21
Sector Consumer Cyclical

AI Analysis

Moat Assessment

Strong network effects and switching costs in social commerce platform with high

Red Flags

Elevated leverage (D/E 1.21) combined with China regulatory uncertainty, consume

Management Signals

Exceptional FCF generation ($105.8B TTM) demonstrates operational efficiency and

Signal History

Date Price MoS % Conviction Signal
2026-06-09 $82.62 96.5% 6.0 DEEP VALUE - WATCH (96.5% MoS, 6/10 conviction)
2026-06-07 $85.07 95.0% 8.0 DEEP VALUE - WATCH (95.0% MoS, 8/10 conviction)
2026-05-29 $83.03 96.8% 7.0 DEEP VALUE - WATCH (96.8% MoS, 7/10 conviction)
2026-05-12 $95.73 96.9% 7.0 DEEP VALUE - WATCH (96.9% MoS, 7/10 conviction)
2026-04-22 $98.99 96.7% 8.0 DEEP VALUE - WATCH (96.7% MoS, 8/10 conviction)
2026-04-02 $101.78 96.6% 7.0 DEEP VALUE - WATCH (96.6% MoS, 7/10 conviction)
2026-03-22 $96.19 —% DEEP VALUE - WATCH (96.6% MoS, 7/10 conviction)

Related — Consumer Cyclical

Get alerts for PDD

Receive signal changes and deep value alerts for PDD Holdings Inc..