PDD Holdings Inc. (PDD)vsWinmark Corporation (WINA)
PDD
PDD Holdings Inc.
$73.30
-0.94%
CONSUMER CYCLICAL · Cap: $108.98B
WINA
Winmark Corporation
$428.89
-0.70%
CONSUMER CYCLICAL · Cap: $1.50B
Smart Verdict
WallStSmart Research — data-driven comparison
PDD Holdings Inc. generates 520460% more annual revenue ($442.40B vs $84.99M). WINA leads profitability with a 48.2% profit margin vs 21.6%. PDD appears more attractively valued with a PEG of 0.72. PDD earns a higher WallStSmart Score of 76/100 (B+).
PDD
Strong Buy76
out of 100
Grade: B+
WINA
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.4%
Fair Value
$361.05
Current Price
$73.30
$287.75 discount
Intrinsic value data unavailable for WINA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Generating 24.1B in free cash flow
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Keeps 48 of every $100 in revenue as profit
Strong operational efficiency at 59.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Weak financial health signals
Earnings declined 14.9%
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Revenue declined 4.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : PDD
The strongest argument for PDD centers on P/E Ratio, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 21.6% and operating margin at 18.4%. Revenue growth of 11.0% demonstrates continued momentum.
Bull Case : WINA
The strongest argument for WINA centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 48.2% and operating margin at 59.3%. PEG of 1.41 suggests the stock is reasonably priced for its growth.
Bear Case : PDD
The primary concerns for PDD are Piotroski F-Score, EPS Growth.
Bear Case : WINA
The primary concerns for WINA are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
PDD profiles as a mature stock while WINA is a declining play — different risk/reward profiles.
WINA carries more volatility with a beta of 0.52 — expect wider price swings.
PDD is growing revenue faster at 11.0% — sustainability is the question.
PDD generates stronger free cash flow (24.1B), providing more financial flexibility.
Bottom Line
PDD scores higher overall (76/100 vs 45/100), backed by strong 21.6% margins and 11.0% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
PDD Holdings Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · China
Pinduoduo Inc., operates an electronic commerce platform in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
Visit Website →Winmark Corporation
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Winmark Corporation is a franchisor of five retail store concepts that buy, sell, trade and consign used merchandise primarily in the United States and Canada. The company is headquartered in Minneapolis, Minnesota.
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