PDD Holdings Valuation: Assessing the Impact of Temu's Global Growth on Share Price

Friday, Feb 6, 2026 6:34 pm ET1min read
PDD--

PDD Holdings (PDD) valuation is being reassessed due to Temu's global growth and continued revenue growth, despite a China-related discount in the share price. The company's 3-year total shareholder return is 13.8%, while its 5-year total shareholder return is a loss of 46.5%. PDD is profitable and trades at a discount, with an intrinsic value gap and a wide spread to analyst targets. The market is weighing Temu's future growth against China-related risks.

PDD Holdings Valuation: Assessing the Impact of Temu's Global Growth on Share Price

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