Levi Strauss & Co Class A (LEVI)vsPDD Holdings Inc. (PDD)
LEVI
Levi Strauss & Co Class A
$21.63
-0.69%
CONSUMER CYCLICAL · Cap: $7.84B
PDD
PDD Holdings Inc.
$77.47
-1.19%
CONSUMER CYCLICAL · Cap: $111.59B
Smart Verdict
WallStSmart Research — data-driven comparison
PDD Holdings Inc. generates 6648% more annual revenue ($450.78B vs $6.68B). PDD leads profitability with a 20.4% profit margin vs 8.8%. PDD trades at a lower P/E of 8.8x. PDD earns a higher WallStSmart Score of 75/100 (B).
LEVI
Hold48
out of 100
Grade: D+
PDD
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.8%
Fair Value
$32.84
Current Price
$21.63
$11.21 discount
Margin of Safety
+69.0%
Fair Value
$345.11
Current Price
$77.47
$267.64 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Generating 25.7B in free cash flow
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Areas to Watch
4.3% revenue growth
Earnings declined 22.0%
Weak financial health signals
Earnings declined 11.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : LEVI
The strongest argument for LEVI centers on Return on Equity, P/E Ratio.
Bull Case : PDD
The strongest argument for PDD centers on P/E Ratio, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 20.4% and operating margin at 24.7%. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : LEVI
The primary concerns for LEVI are Revenue Growth, EPS Growth.
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 8.1% — sustainability is the question.
PDD generates stronger free cash flow (25.7B), providing more financial flexibility.
Bottom Line
PDD scores higher overall (75/100 vs 48/100), backed by strong 20.4% margins. LEVI offers better value entry with a 32.8% margin of safety. 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.
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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