Dingdong (Cayman) Limited ADR (DDL) Fair Value & Analysis
Consumer Defensive · US · Market cap $523M · ISIN US25445D1019
Dingdong (Cayman) Limited ADR
DDL · US
Strengths
Risks
Fair value as of: Aug 17, 2026
From 24 valuation models · updated 13 days ago
Share price −5.4% over the past month.
Below-average quality, trading 14% below our fair value.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- Our model range runs from $1.98 (bear) to $3.29 (bull), base $2.63. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 48/100 (below-average quality) with high evidence: the data supports the verdict.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 17, 2026.
How to read this chart
60‑month range $1.08 – $38.30 · fair‑value band $1.98 – $3.29 · the $2.27 price screens below the $2.63 fair value. Dashed = 300-day average. As of Aug 17, 2026.
Analysis
Dingdong (Cayman) Limited ADR (DDL) currently trades at $2.27, while our model-based Fair Value estimate is $2.63, implying the stock looks roughly 16.0% undervalued today. The Quality Score stands at 48/100 (below-average quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, Dingdong (Cayman) Limited ADR generated revenue of $24.5B at a net margin of 1.6%. Revenue grew 195.2% year over year. It earns a return on equity of 16.2%. Net debt stands at $1.3B. Fundamentals as of Aug 17, 2026
Our scenario range runs from $1.98 (bear case) to $3.29 (bull case); at $2.27, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 33% below its 52-week high and 38% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -27% fair-value upside, at 16%, DDL screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: DCF Models ($32.98) versus Asset-Based ($3.83). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 50 · Market factors (momentum, volatility) 40
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Dingdong (Cayman) Limited operates an e-commerce company in China. The company provides fresh groceries, including vegetables, meat and eggs, fruits, and seafood. It also offers prepared food, such as ready-to-eat, ready-to-heat, ready-to-cook, and ready-to-mix food; and other food products, such as baked goods, dairy, seasonings, beverages, oil, and snacks.
Full company description
Dingdong (Cayman) Limited operates an e-commerce company in China. The company provides fresh groceries, including vegetables, meat and eggs, fruits, and seafood. It also offers prepared food, such as ready-to-eat, ready-to-heat, ready-to-cook, and ready-to-mix food; and other food products, such as baked goods, dairy, seasonings, beverages, oil, and snacks. The company offers its products through traditional offline, as well as online channels through Dingdong Fresh app, mini-programs, and third-party platforms. Dingdong (Cayman) Limited was founded in 2017 and is headquartered in Shanghai, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Dingdong (Cayman) Limited ADR reported revenue of $24.4B in FY2025 versus $20.1B in FY2021, a compound +4.9%/yr. Reported net income was $222M in FY2025.
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Peer Group
Grocery Stores · 82 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Grocery Stores median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Grocery Stores stocks, each showing price versus our Fair Value estimate (as of Aug 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Loblaw Companies Limited L | C$60.79 | C$44.44 | -27% |
| Koninklijke Ahold Delhaize N.V AD | €30.56 | €53.50 | +75% |
| The Kroger Co KR | $58.51 | $28.19 | -52% |
| Woolworths Group WOW | A$39.55 | A$8.33 | -79% |
| George Weston Limited WN | C$98.54 | C$147.70 | +50% |
| Metro Inc MRU | C$90.21 | C$94.01 | +4% |
| Carrefour SA CA | €15.60 | €11.19 | -28% |
| CP ALL Public Company TCPD | 1.81 SGD | 2.35 SGD | +30% |
| BIM Birlesik Magazalar A.S., BIMAS | 418.25 TRY | 267.12 TRY | -36% |
| Kesko Oyj KESKOA | €21.25 | €11.62 | -45% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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