Coupang, Inc. (CPNG) AI Stock Analysis

Coupang, Inc. is an e-commerce platform operating primarily in South Korea, using mobile applications and websites to facilitate online shopping. Founded in 2010 and headquartered in Seoul, the company operates via two segments: Product Commerce and Growth Initiatives. Product Commerce offers home goods, decor, apparel, beauty items, fresh food, groceries, sporting goods, electronics, and everyday consumables, alongside travel and restaurant delivery services. Coupang also extends operations and support services to international markets such as China, Singapore, Japan, Taiwan, and the United States, utilizing logistics and technology to serve consumer shopping needs.

Coupang's revenue grew from $18.41B in FY2021 to $34.53B in FY2025, reflecting a 5-year revenue CAGR of 23.6% from FY2020 to FY2025. Annual revenue expanded 14.1% in FY2025, down from 24.1% in FY2024. Gross margin improved from 16.0% in FY2021 to 29.4% in FY2025, while operating margin shifted from -8.1% in FY2021 to 1.4% in FY2025. Net income reached $208.0M in FY2025 with diluted EPS of $0.11, following $154.0M in FY2024. For the trailing twelve months, revenue reached $35.46B, but net margin was -2.2% and EPS was -$0.43. In the quarter ended June 30, 2026, revenue increased 3.9% year-over-year, and earnings grew 28.2%.

As of June 30, 2026, Coupang held $6.11B in cash and short-term investments against total debt of $5.63B, leaving net cash of $477.0M. Total assets stood at $17.39B, with shareholders' equity of $2.99B. The company recorded a current ratio of 0.87 and a debt-to-equity ratio of 1.89. In FY2025, operating cash flow was $1.77B and free cash flow was $522.0M. Capital expenditures totaled $1.25B in FY2025, while share buybacks amounted to $243.0M. The share count increased 2.7% over five years.

Coupang has a market cap of $25.62B and an enterprise value of $25.19B. Its forward P/E is 69.4x, above the 14.1x median of its US-listed Consumer Cyclical peers. The stock's price-to-sales ratio of 0.7x matches the peer group median of 0.7x, while its EV-to-EBITDA ratio is 787.2x compared to the peer median of 11.1x. Coupang shares fell 54.7% over the past year and 48.3% over five years, underperforming the S&P 500 (SPY), which gained 16.8% over one year and 83.0% over five years.

Wall Street analysts carry 10 Strong Buy, 4 Buy, 3 Hold, and 1 Sell ratings on Coupang. The mean price target is $23.39, which is 63.9% above the last close of $14.27 on October 16, 2026. For the fiscal year ending December 31, 2026, consensus estimates project EPS of -$0.45 on revenue of $37.06B. For the following fiscal year, 7 analysts project EPS of $0.28 on revenue of $42.45B, representing 14.5% revenue growth. Coupang beat EPS estimates in 2 of the last 4 quarters. The next earnings date is November 3, 2026.

This page is an AI-written research summary of Coupang, Inc. (CPNG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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