Dingdong (Cayman) Limited (DDL) AI Stock Analysis

Dingdong (Cayman) Limited operates Dingdong Fresh, an e-commerce platform founded in 2017 and headquartered in Shanghai, China. The company focuses on online retail operations specializing in fresh produce, meat, seafood, prepared foods, and general groceries such as dairy, bakery products, snacks, oils, seasonings, and beverages. Dingdong utilizes a self-operated business model designed to maintain direct control over freshness, product sourcing, handling, and delivery. Supported by a logistics network and technology integration, the business aims to serve online shoppers across China with competitive pricing and regular promotions.

Dingdong expanded revenue at a 5-year compound annual growth rate of 16.5% from FY2020 to FY2025. Annual revenue grew from $20.12B in FY2021 to $24.22B in FY2022, fell 17.5% in FY2023 to $19.97B, and rose to $23.07B in FY2024 and $24.36B in FY2025. Gross margin expanded from 20.1% in FY2021 to 29.2% in FY2025, while operating margin improved from -31.5% to 0.5%. Net income swung from -$6.43B in FY2021 to $295.1M in FY2024 and $221.7M in FY2025. For the quarter ended June 30, 2026, quarterly revenue fell 98.8% year-over-year, while quarterly earnings grew 167.0%.

As of June 30, 2026, Dingdong held $1.81B in cash and short-term investments alongside $68.7M in total debt, resulting in net cash of $1.74B. Shareholders' equity was $1.42B, backed by total assets of $8.21B, a current ratio of 1.23, and a debt-to-equity ratio of 0.05. In FY2025, operating cash flow stood at $520.9M, which funded capital expenditures of $172.9M and yielded free cash flow of $348.0M. The company also spent $8.6M on share buybacks in FY2025, though its share count increased 50.2% over 5 years.

With a market cap of $463.6M and enterprise value of $238.3M, Dingdong trades at a forward P/E of 3.3x, compared to 14.3x for the median of its US-listed Consumer Defensive peers. Its EV/EBITDA multiple of 7.6x is below the peer median of 11.7x, while its price-to-sales ratio is 0.0x versus the peer median of 0.7x. The company trades at a price-to-book ratio of 2.3x. Over the past year, DDL stock gained 16.5%, closely tracking the S&P 500 return of 16.8%. Over 5 years, the stock fell 91.5%, while the S&P 500 gained 83.0%.

Dingdong carries 2 Strong Buy ratings, 0 Buy ratings, and 0 Hold or Sell ratings from analysts. The mean price target is $3.39, representing 59.9% upside relative to the last close of $2.12 on October 16, 2026. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $2.04, reflecting 129.2% growth. For the subsequent fiscal year, 1 analyst forecasts revenue of $30.80B and EPS of $2.48. Dingdong has beaten EPS estimates in 4 of its last 4 quarters, and its next earnings date is November 11, 2026.

This page is an AI-written research summary of Dingdong (Cayman) Limited (DDL). 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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