DDL
Dingdong (Cayman)ANYSE / Consumer Staples Distribution & Retail
Last Price
At close
2026-06-02
Current thesis
If the Meituan transaction closes and a substantial majority of the proceeds is returned through buybacks and/or dividends, Dingdong could trade more like a cash-return / simplified-structure story than a legacy China fresh-grocery operator. [#6K-2026-05-21]
Posture
Constructive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite.
What can break
Reported net income is distorted by held-for-sale accounting, including roughly RMB138 million of incremental Q1 2026 profit from stopping depreciation and amortization on the China assets.
Momentum
77
Value
69
Sentiment
53
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $2.60 · Bull $3.90 · Bear $1.60
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-05-29 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-27 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $17.68
Why
Momentum77 · Δ7d -
Value69 · Δ7d -0.0
Sentiment53 · Δ7d -
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
77
34% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Value
69
32% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
-0.1
Sentiment
53
33% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Why this grade
Composite grade A. Momentum 76.6 / Value 68.5 / Sentiment 53.3
Fundamentals (TTM)As of 2026-05-29
Fundamentals (TTM)
As of 2026-05-29
Market Cap
$551.02M
Beta
0.42
Shares Out
325.15M
P/E (TTM)
15.9
P/S (TTM)
0.15
P/FCF (TTM)
6.93
Rev YoY
+1.9%
EPS YoY
-40.3%
Gross Margin
+29.4%
Op Margin
+0.8%
Net Debt
-$395.14M
Current Ratio
1.05
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

