Levi Strauss & Co Class A (LEVI)vsPDD Holdings Inc. (PDD)
LEVI
Levi Strauss & Co Class A
$24.67
-3.10%
CONSUMER CYCLICAL · Cap: $9.37B
PDD
PDD Holdings Inc.
$87.44
-1.00%
CONSUMER CYCLICAL · Cap: $119.76B
Smart Verdict
WallStSmart Research — data-driven comparison
PDD Holdings Inc. generates 6589% more annual revenue ($442.40B vs $6.61B). PDD leads profitability with a 21.6% profit margin vs 9.7%. PDD trades at a lower P/E of 8.9x. PDD earns a higher WallStSmart Score of 76/100 (B+).
LEVI
Buy58
out of 100
Grade: C
PDD
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.5%
Fair Value
$30.85
Current Price
$24.67
$6.18 discount
Margin of Safety
+69.8%
Fair Value
$353.97
Current Price
$87.44
$266.53 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Earnings expanding 31.1% YoY
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Generating 16.4B in free cash flow
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Areas to Watch
Elevated debt levels
Weak financial health signals
Earnings declined 14.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : LEVI
The strongest argument for LEVI centers on Return on Equity, P/E Ratio, EPS Growth.
Bull 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.
Bear Case : LEVI
The primary concerns for LEVI are Debt/Equity.
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 1.32 — expect wider price swings.
PDD is growing revenue faster at 11.0% — sustainability is the question.
PDD generates stronger free cash flow (16.4B), providing more financial flexibility.
Bottom Line
PDD scores higher overall (76/100 vs 58/100), backed by strong 21.6% margins and 11.0% revenue growth. LEVI offers better value entry with a 28.5% 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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