Levi Strauss & Co Class A (LEVI)vsPDD Holdings Inc. (PDD)
LEVI
Levi Strauss & Co Class A
$21.89
-1.84%
CONSUMER CYCLICAL · Cap: $8.42B
PDD
PDD Holdings Inc.
$98.03
+0.27%
CONSUMER CYCLICAL · Cap: $139.17B
Smart Verdict
WallStSmart Research — data-driven comparison
PDD Holdings Inc. generates 6546% more annual revenue ($431.85B vs $6.50B). PDD leads profitability with a 23.0% profit margin vs 9.5%. PDD trades at a lower P/E of 10.0x. PDD earns a higher WallStSmart Score of 75/100 (B+).
LEVI
Buy62
out of 100
Grade: C+
PDD
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.6%
Fair Value
$55.96
Current Price
$21.89
$34.07 discount
Margin of Safety
+78.1%
Fair Value
$488.79
Current Price
$98.03
$390.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Earnings expanding 32.6% YoY
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Generating 24.1B in free cash flow
Large-cap with strong market position
Every $100 of equity generates 27 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
No major concerns identified
Weak financial health signals
Earnings declined 10.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : LEVI
The strongest argument for LEVI centers on Return on Equity, P/E Ratio, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum.
Bull Case : PDD
The strongest argument for PDD centers on P/E Ratio, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 23.0% and operating margin at 22.4%. Revenue growth of 12.0% demonstrates continued momentum.
Bear Case : LEVI
No major red flags identified for LEVI, but monitor valuation.
Bear Case : PDD
The primary concerns for PDD are Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
LEVI profiles as a value stock while PDD is a mature play — different risk/reward profiles.
LEVI carries more volatility with a beta of 1.34 — expect wider price swings.
LEVI is growing revenue faster at 14.1% — sustainability is the question.
PDD generates stronger free cash flow (24.1B), providing more financial flexibility.
Bottom Line
PDD scores higher overall (75/100 vs 62/100), backed by strong 23.0% margins and 12.0% revenue growth. LEVI offers better value entry with a 60.6% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Levi Strauss & Co Class A
CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA
Levi Strauss & Co. is a clothing company. The company is headquartered in San Francisco, California.
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.
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