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Dingdong (Cayman) Limited
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$467M
Market Cap
17.6
P/E
0.18
PEG
3.1%
ROCE
22.1%
ROE
2.07
D/E
0.6%
OPM
-32.8%
% from 52W High
70
α RS
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🌏 Global Investor Returns
Currency-adjusted total returns for DDL including FX impact
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📈 Price History
Ratio Health
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About

Dingdong (Cayman) Limited operates an e-commerce company in China. The company provides fresh groceries, including vegetables, meat and eggs, fruits, and seafood. It also offers prepared food, such as ready-to-eat, ready-to-heat, ready-to-cook, and ready-to-mix food; and other food products, such as baked goods, dairy, seasonings, beverages, oil, and snacks. The company 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.

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📈 Growth Pattern
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⭐ Superinvestors Holding DDL
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 1.40M $3.6M 0.01% Mar 2026
Steve Cohen Point72 Asset Management 47.2K $121K 0.00% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q3 2025 Q3 2025 2025-11-12
Q3 2025 saw record revenue and GMV, with continued profitability and strong cash flow. The company advanced its "One Big One Small One World" strategy, expanded in small cities and internationally, and maintained growth despite fierce competition.
Q2 2025 Q2 2025 2025-08-21
Q2 2025 saw revenue rise 6.7% year-over-year to RMB 5.98 billion, with non-GAAP net profit up 23.9% and strong cash flow. The 4G strategy drove growth in high-quality users and products, while gross margin dipped due to product investments.
Q1 2025 Q1 2025 2025-05-16
Q1 2025 saw revenue rise 9.1% year-on-year to RMB 5.48 billion, with non-GAAP net profit of RMB 30 million and continued strong user engagement. The 4G strategy and supply-chain focus drove growth despite sector competition, and the company expects further margin and scale gains by year-end.
Q4 2024 Q4 2024 2025-03-06
Q4 2024 saw strong revenue and profit growth, with non-GAAP net profit up over sixfold year-over-year and full-year free cash flow turning positive. Regional expansion, operational efficiency, and product innovation drove results, while 2025 will bring more competition and a focus on long-term quality.
Q3 2024 Q3 2024 2024-11-06
Q3 2024 saw record revenue and net profit, with strong growth in user base, fulfillment efficiency, and product innovation. Cash flow and balance sheet strength improved, and full-year profit guidance was raised on continued expansion in core and lower-tier cities.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
The author and/or analyst may currently hold or have previously held positions in the securities discussed. Any such positions are not intended to influence the objectivity or independence of the analysis. This research is produced independently and is not sponsored, endorsed, or commissioned by any company or institution.

Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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