PDD
PDD Holdings Inc.Consumer Cyclical · $110.4B market cap
Verdict
Share price
$75.38
close of Oct 3, 2026
Fair value
$203.12
Sticker Price
Payback Price
$81.25
buy price
PDD is On Sale: at $75.38 it trades 7% below its buy price (Payback Price) of $81.25 and 63% below its fair value of $203.12. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold PDD. In Q2 2026, 2 added and 3 sold out. Who we track
Insider activity
Since Jul 1, 2026: no open-market purchases, 1 sale worth $140K and 10 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Other filings
Kam Anthony Ping Leung
director · 2026-09-01
Award
391 shares
Kam Anthony Ping Leung
director · 2026-09-01
Option exercise
485 shares
Kam Anthony Ping Leung
director · 2026-09-01
Option exercise
1,220 shares
Kam Anthony Ping Leung
director · 2026-09-01
Option exercise
1,705 shares
Yeo George Yong-Boon
director · 2026-08-01
Option exercise
1,045 shares
Show all 10 other filingsShow fewer
Yeo George Yong-Boon
director · 2026-08-01
Award
423 shares
Yeo George Yong-Boon
director · 2026-08-01
Option exercise
539 shares
Yeo George Yong-Boon
director · 2026-08-01
Option exercise
1,584 shares
Wang Mi
SVP of Engineering · 2026-07-01
Award
$1K
Zhao Jiazhen
Co-Chief Executive Officer · 2026-07-01
Award
$1K
About PDD Holdings Inc.
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…
Specialty Retail
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works