TJX Companies vs PDD Holdings: Fair Value & Quality
Both stocks run through our valuation models. Here is how TJX Companies (TJX) and PDD Holdings (PDD) compare, as of Aug 16, 2026.
As of Aug 16, 2026, Fair Value Calculator sees PDD Holdings as the more attractively valued of the two: TJX Companies trades at $152 versus a fair value of $84.95 (-44%), while PDD Holdings trades at $84.79 versus $224 (+165%).
TJX Companies
TJX · USD · Consumer Discretionary
-44%
upside to fair value
overvalued
Price$152
Fair Value$84.95
Quality70/100
PDD Holdings
PDD · USD · Consumer Discretionary
+165%
upside to fair value
undervalued
Price$84.79
Fair Value$224
Quality66/100
Head-to-head numbers
Green value = the better side for that row (for valuation multiples: lower = cheaper).
TJX CompaniesPDD Holdings
Valuation
28.8×P/E (TTM)9.0×
2.77×P/S (TTM)1.88×
16.75×P/B2.00×
18.8×EV/EBITDA6.7×
3.30×PEG0.80×
1.1%Dividend yield—
$1.76Dividend per share—
Profitability
9%Net margin22%
12%Operating margin18%
61%Return on equity25%
14%Return on assets10%
Growth
9%Revenue growth (YoY)11%
6.5%Avg. growth/yr (3Y)49.0%
13.4%Avg. growth/yr (5Y)48.7%
Balance & size
0.18×Debt / equity0.01×
$171BMarket cap$123B
healthyGrowth qualityhealthy
PDD Holdings leads: 2 to 11 metric wins.
Dash = not meaningfully computable, for example with negative equity.
Quality in detail
The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.
TJX Companiesof which business quality 68 · market factors 62PDD Holdingsof which business quality 69 · market factors 35
ProfitabilityMargins and returns on capital today
85
76
Quality GrowthAre margins and returns improving?
41
22
CashflowEarnings quality: real cash, not paper profit
InvestmentDisciplined investing over empire-building
56
33
Low VolatilityCalm price path (market factor)
90
79
MomentumPrice trend over the last 3–12 months (market factor)
47
20
52W MomentumDistance to the 52-week high (market factor)
57
11
Net IssuanceBuybacks instead of dilution
97
76
What the models say
The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.
TJX Companies
DCF Models$92.07
Earnings-Based$49.34
Multiples$82.50
Asset-Based$6.18
Growth DCF$84.97
Economic Profit$68.73
Growth Earnings$80.22
24 of 24 models see the stock below the current price.
PDD Holdings
DCF Models$2,071
Earnings-Based$2,406
Multiples$1,051
Asset-Based$195
Growth DCF$1,778
Economic Profit$890
Growth Earnings$3,194
0 of 24 models see the stock below the current price.
Scenario ranges
From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.
TJX Companies
Bear $62.07Fair Value $84.95Bull $108
$152 = current price (white tick)
PDD Holdings
Bear $168Fair Value $224Bull $492
$84.79 = current price (white tick)
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Ranked within their sector
Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.
TJX Companies · Consumer Discretionary
Quality score70 · Top 25%
Fair value upside-44% · below median
PDD Holdings · Consumer Discretionary
Quality score66 · Top 25%
Fair value upside+165% · Top 25%
Bottom line
As of Aug 16, 2026, Fair Value Calculator sees PDD Holdings as the more attractively valued of the two: TJX Companies trades at $152 versus a fair value of $84.95 (-44%), while PDD Holdings trades at $84.79 versus $224 (+165%).
TJX Companies has the higher quality score (70/100).
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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.
