Análisis Argos
PDD
PDDSin veredicto
PDD Holdings Inc. · Consumer Cyclical
US$ 82.39
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
69/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Retorno sobre el capital alto (32%).
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR4/6FUTURO6/6PASADO5/6SALUD6/6DIVIDENDO1/6
El Iris de calidad
VALOR4/6FUTURO6/6PASADO5/6SALUD6/6DIVIDENDO1/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos69de 100Sin veredicto
Ingresos10%
US$ 431.9 B
Margen operativo21%
21.6%
Flujo de caja libre13%
US$ 105.8 B
Deuda neta
US$ -177.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 117.3B
P/E1.2x
EV/EBITDA-0.6x
FCF yield90.2%
ROIC32%
Margen operativo21.6%
Crecim. ingresos+9.7%/año
Piotroski F5/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 24 jun
PDD Holdings: Headline Numbers Of 2.4% Hide The True Growth
PDD Holdings is deeply undervalued at 4x ex-cash operating earnings, with market fears of domestic collapse unjustified by core growth metrics. Headline ad revenue growth is distorted by coupon accounting; true underlying ad growth is likely 12-15%, and operating profit rose 22%. Temu's business model is transitioning due to tariffs, with longer-term benefits from a less capital-intensive, more monetizable, semi-managed approach.
zacks.com · 23 jun
PDD Holdings Inc. Sponsored ADR (PDD) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching PDD Holdings Inc. Sponsored ADR (PDD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
seekingalpha.com · 19 jun
YINN: I'm No Longer Bearish On Chinese Stocks (Rating Upgrade)
I have closed my short position in the Direxion Daily FTSE China Bull 3x ETF and am now neutral on the fund. Despite China's relative undervaluation and improved macro backdrop, YINN's leveraged structure poses significant long-term risks. Chinese equities continue to have value trap risk, as many listed firms don't return much cash to shareholders.
seekingalpha.com · 16 jun
PDD Holdings: Even 'Deeply Undervalued' May Be An Understatement Now
PDD Holdings is reiterated as a Strong Buy, supported by a fortress balance sheet and compelling long-term potential. PDD is entering a major investment cycle, allocating RMB 100 billion over three years to build first-party brands and strengthen supply chains. Despite near-term margin pressure and regulatory risks, PDD's major net cash position remains among China's best, with valuation and growth metrics also being very attractive.
benzinga.com · 15 jun
The Hormuz Reopening Trade: These 20 Large-Cap Stocks Still Haven't Caught Up To Pre-War Levels
Wall Street rallied toward record highs Monday as President Donald Trump declared the Strait of Hormuz reopened and oil prices plunged, yet a cluster of the market's biggest names are still trading well below their pre-war levels.
gurufocus.com · 12 jun
Securities Fraud Investigation Into PDD Holdings Inc. (PDD) Continues -- Shareholders Who Lost Money Urged To Contact Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm
[url="]Glancy Prongay and Murray LLP[/url], a leading national shareholder rights law firm, continues its investigation on behalf of PDD Holdings Inc. (“PDD”
businesswire.com · 12 jun
Securities Fraud Investigation Into PDD Holdings Inc. (PDD) Continues – Shareholders Who Lost Money Urged To Contact Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP, a leading national shareholder rights law firm, continues its investigation on behalf of PDD Holdings Inc. (“PDD” or the “Company”) (NASDAQ: PDD) investors concerning the Company's possible violations of the federal securities laws.IF YOU ARE AN INVESTOR WHO LOST MONEY ON PDD HOLDINGS INC. (PDD), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.What Happened?On January 19, 2026, Bloomberg reported that Chi.
gurufocus.com · 12 jun
PDD Holdings Inc. (PDD) Shareholders Who Lost Money -- Contact Law Offices of Howard G. Smith About Securities Fraud Investigation
Law Offices of Howard G. Smith continues its investigation on behalf of PDD Holdings Inc. (“PDD” or the “Company”) (NASDAQ: [url="]PDD[/url]) investors

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.