Is PDD Holdings Inc. (PDD) Undervalued? Valuation & Fair Price
At $81.35, 3 of the 4 frameworks would buy PDD Holdings Inc. today — Warren Buffett, Benjamin Graham, and Peter Lynch rate it Buy and Phil Town (Rule #1) rates it Avoid. Each model calculates its own fair value and margin of safety; create a free account to see the exact buy price behind every verdict.
PDD Holdings Inc.
PDDConsumer Cyclical · Specialty Retail · NASDAQ
$81.35
P/E 8.7×
PDD Holdings, Inc. is a multinational commerce group that owns and operates a portfolio of businesses. The company aims to bring more businesses and people into the digital economy so that local communities and small businesses can benefit from increased productivity and new opportunities. It has built a network of sourcing, logistics, and fulfillment capabilities, that support its underlying businesses. PDD Holdings was founded by Hua Lin Cai and Zheng Huang in 2015 and is headquartered in Dublin, Ireland.
Investor scorecard
How the four investors rate PDD Holdings Inc.
3 of 4 frameworks lean Buy
Investor model analysis
Details lockedAt $81.35, 3 of 4 frameworks say Buy
Intrinsic Value (DCF)
Warren Buffett's valuation model · select an investor above to switch
Intrinsic Value
Locked — upgrade to viewBuy Below
Locked — upgrade to viewStrong Buy
Locked — upgrade to viewMargin of Safety
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Insider & congress activity
Are insiders buying PDD?
Over recent SEC Form 4 filings, PDD insiders bought $0 and sold $348K of stock across 3 open-market trades. Insiders sell for many reasons, but they buy for one.
| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
| Kam Anthony Ping Leungdirector | Sell | 1,705 | $140K | Sep 3, 2026 |
| Rietjens Ivonne MCMdirector | Sell | 560 | $56K | Mar 30, 2026 |
| Kam Anthony Ping Leungdirector | Sell | 1,533 | $152K | Mar 30, 2026 |
Members of Congress have also reported 6 trades in PDD. See the full insider & congress timeline.
Source: SEC Form 4 filings. Open-market buys & sells only. Not investment advice.
See the interactive insider chart & every tradeScenario analysis
Bear, base & bull
Three growth assumptions, three fair values — and where today's price lands
What's working
Key strengths
Identified by Buffett framework analysis
Company financials
5-Year Financials
Income statement highlights — annual, USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | $64.6B | $58.9B | $37.1B | $19.5B | $14.1B |
| Rev. Growth | +9.7% | +59.0% | +89.7% | +39.0% | — |
| Net Income | $14.6B | $16.8B | $9.0B | $4.7B | $1.2B |
| Net Margin | 22.7% | 28.5% | 24.2% | 24.2% | 8.3% |
| EPS (Diluted) | $10.35 | $12.16 | $6.63 | $3.73 | $0.93 |
| Free Cash Flow | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view |
Full analysis included
See the complete picture for PDD
Exact buy targets, margin of safety, detailed investor checklists, and risk breakdown — all frameworks, all numbers.
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Data as of Oct 1, 2026 · price updated Oct 6, 2026. Sourced from SEC filings & Financial Modeling Prep.
Educational Use Only · Not Financial Advice
Analysis, scores, valuations, and buy zones are derived from publicly documented investor frameworks (Buffett, Lynch, Benjamin Graham, Phil Town) for learning purposes only. They are not recommendations from licensed financial advisors. Past performance does not guarantee future results. Prices may be delayed up to 15 minutes. Always conduct your own research before making any investment decisions.