Consumer Defensive · Grocery Stores
Price
$1.94
Market Cap
$420.1M
Employees
3,120
Beta
0.43
Avg Volume
444,586
CEO
Song Wang
Business Description
Dingdong (Cayman) Limited is a Chinese online retail enterprise that provides a comprehensive selection of food products. Its offerings span fresh produce, meats, seafood, and prepared meals, alongside a diverse assortment of groceries including dairy, baked goods, snacks, oils, seasonings, and beverages. The company manages its operations primarily through its self-operated digital platform, Dingdong Fresh. Founded in 2017, it is headquartered in Shanghai, China.
Business History
Price Overview
Price at report time · Jul 3, 4:48am (0m ago)
$1.94
Change · Jul 3
-0.04 (-2.02%)
Day Range
$1.93 – $2.02
52-Week Range
$1.65 – $3.41
50-Day MA
$2.41
200-Day MA
$2.39
Volume
264,539.00
Right now · live
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Real-time — the change above is the move since the report (over 0m).
Share Structure
Outstanding
216,564,182.00
Float
139,121,212.00
Free Float
64.2%
Normal free float
— 64.2% of shares trade freely, ~35.8% held by insiders/institutions
Healthy float typical of established companies. Good liquidity for entering and exiting positions without major price impact.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
APIStock Price / EPS (Diluted)
7.54
Stock Price: $1.94
EPS (Diluted): 0.98
EPS (Diluted): 0.98
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
3.63
Stock Price: $1.94
Total Equity: $1.04B
Shares: 218,698,000
Total Equity: $1.04B
Shares: 218,698,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
15.16
Market Cap: $420.13M
Total Debt: $1.54B
Cash: $1.11B
EBITDA: $355.19M
Total Debt: $1.54B
Cash: $1.11B
EBITDA: $355.19M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$5.1B
Market Cap: $420.13M
Total Debt: $1.54B
Cash: $1.11B
Total Debt: $1.54B
Cash: $1.11B
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
29.2%
Gross Profit: $7.11B
Revenue: $24.36B
Revenue: $24.36B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
0.5%
Operating Income: $131.68M
Revenue: $24.36B
Revenue: $24.36B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
0.9%
Net Income: $221.67M
Revenue: $24.36B
Revenue: $24.36B
ROE (Profit from shareholder equity)
APINet Income / Total Equity
36.1%
Net Income: $221.67M
Total Equity: $1.04B
Total Equity: $1.04B
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
6.2%
Operating Income: $131.68M
Tax Rate: 3.8%
Equity: $1.04B
Total Debt: $1.54B
Cash: $1.11B
Tax Rate: 3.8%
Equity: $1.04B
Total Debt: $1.54B
Cash: $1.11B
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
1.05
Current Assets: $5.04B
Current Liabilities: $4.80B
Current Liabilities: $4.80B
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
1.48
Short-Term Debt: $1.54B
Long-Term Debt: $0.00
Total Debt: $1.54B
Total Equity: $1.04B
Long-Term Debt: $0.00
Total Debt: $1.54B
Total Equity: $1.04B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$111.39
Revenue: $24.36B
Shares: 218,698,000
Shares: 218,698,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$4.76
Total Equity: $1.04B
Shares: 218,698,000
Shares: 218,698,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$1.59
Operating CF: $520.92M
CapEx: -$172.92M
Shares: 218,698,000
CapEx: -$172.92M
Shares: 218,698,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $1.94
Stock Price: $1.94
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $221.67M
Net Income: $221.67M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares DDL against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jul 3, 2026 4:48am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $20.1B | $24.2B | $20.0B | $23.1B | $24.4B |
| Cost of Revenue | $16.1B | $16.7B | $13.8B | $16.1B | $17.3B |
| Gross Profit | $4.0B | $7.5B | $6.1B | $6.9B | $7.1B |
| Operating Expenses | $10.4B | $8.3B | $6.3B | $6.7B | $7.0B |
| Operating Income | -$6.3B | -$799.7M | -$130.1M | $214.6M | $131.7M |
| Net Income | -$6.4B | -$814.4M | -$99.9M | $295.1M | $221.7M |
| EBITDA | -$6.1B | -$462.2M | $182.1M | $482.3M | $355.2M |
| EPS | $-74.29 | $-5.60 | $-0.69 | $1.37 | $0.98 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jul 3, 2026 4:48am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $662.8M | $1.9B | $1.2B | $887.4M | $1.1B |
| Total Current Assets | $6.5B | $7.5B | $6.2B | $5.4B | $5.0B |
| Total Assets | $9.4B | $9.4B | $7.7B | $7.1B | $7.0B |
| Current Liabilities | $7.3B | $8.2B | $6.5B | $5.3B | $4.8B |
| Long-Term Debt | $0 | $0 | $0 | $0 | $0 |
| Total Liabilities | $8.7B | $9.0B | $7.2B | $6.2B | $5.8B |
| Total Equity | $728.1M | $310.2M | $382.5M | $798.6M | $1.0B |
| Retained Earnings | -$12.8B | -$13.6B | -$13.7B | -$13.4B | -$13.2B |
Cash Flow (Annual)
Last updated: Jul 3, 2026 4:48am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | -$5.7B | $107.1M | -$234.6M | $929.0M | $520.9M |
| Capital Expenditure | -$451.6M | -$126.9M | -$83.3M | -$98.2M | -$172.9M |
| Free Cash Flow | -$6.1B | -$19.7M | -$317.9M | $830.9M | $348.0M |
| Acquisitions (net) | $547,000 | $0 | $0 | $0 | $3.0M |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | -$2.9M | -$17.7M | $0 | -$30.5M | -$8.6M |
| Net Change in Cash | -$780.0M | $1.2B | -$649.2M | -$319.5M | $255.0M |
Analyst Estimates (Annual)
Last updated: Jul 3, 2026 4:48am (just now)| Metric | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|
| Revenue |
$24.3B $23.2B – $25.5B
|
$26.9B $25.6B – $28.2B
|
$29.0B $27.2B – $30.7B
|
$28.2B $26.8B – $29.5B
|
| EBITDA |
-$1.4B -$1.4B – -$1.3B
|
-$1.5B -$1.6B – -$1.4B
|
-$1.6B -$1.7B – -$1.5B
|
-$1.6B -$1.6B – -$1.5B
|
| Net Income |
$290.8M $272.5M – $309.0M
|
$438.2M $410.7M – $465.6M
|
$520.2M $487.6M – $552.8M
|
$626.9M $587.6M – $666.2M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jul 3, 2026 4:48am (just now)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +20.4% | -17.5% | +15.5% | +5.6% |
| Gross Profit Growth | +85.1% | -18.2% | +13.4% | +2.3% |
| Operating Income Growth | +87.4% | +83.7% | +264.9% | -38.6% |
| Net Income Growth | +87.3% | +87.7% | +395.4% | -24.9% |
| EBITDA Growth | +92.4% | +139.4% | +164.9% | -26.4% |
Insider Trading (Recent)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-05-26 | Chen Zhou Chamberlain | 0.00 | $0.00 | $0 | |
| 2024-07-01 | Chen Zhou Chamberlain | 1,800.00 | $0.00 | $0 | |
| 2022-06-30 | Ding Yi Dylan | 30,592.00 | $7.80 | $238,618 | |
| 2018-06-30 | Ding Yi Dylan | 70,265.00 | $0.61 | $43,030 | |
| 2017-06-30 | Ding Yi Dylan | 293,046.00 | $0.66 | $194,641 | |
| 2020-06-30 | Ding Yi Dylan | 42,196.00 | $1.14 | $47,909 | |
| 2023-07-01 | Ding Yi Dylan | 19,425.00 | $0.00 | $0 | |
| 2026-03-18 | Jiang Xu | 0.00 | $0.00 | $0 | |
| 2023-06-30 | Jiang Xu | 25,937.00 | $12.00 | $311,244 | |
| 2023-07-01 | Jiang Xu | 89,877.00 | $0.00 | $0 | |
| 2022-12-31 | Jiang Xu | 123,856.00 | $7.80 | $966,077 | |
| 2026-03-18 | Xu Zhijian | 0.00 | $0.00 | $0 | |
| 2023-10-31 | Xu Zhijian | 50,000.00 | $0.00 | $0 | |
| 2022-06-30 | Xu Zhijian | 32,444.00 | $7.80 | $253,063 | |
| 2021-06-30 | Xu Zhijian | 62,907.00 | $3.47 | $218,187 | |
| 2026-03-18 | Chan Ed Yiu-Cheong | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Zhang Chi Eric | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Liang Changlin | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Liang Changlin | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Liang Changlin | 0.00 | $0.00 | $0 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for DDL — it's generated by the pipeline (
market-narrative step).
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My Notes
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.373 · 697c9e64 · 2026-07-02 20:17:59