WallStSmart

PDD Holdings Inc. (PDD)vsPlanet Fitness Inc (PLNT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PDD Holdings Inc. generates 34263% more annual revenue ($442.40B vs $1.29B). PDD leads profitability with a 21.6% profit margin vs 17.8%. PDD appears more attractively valued with a PEG of 0.76. PDD earns a higher WallStSmart Score of 76/100 (B+).

PDD

Strong Buy

76

out of 100

Grade: B+

Growth: 6.0Profit: 8.0Value: 9.3Quality: 8.0
Piotroski: 2/9Altman Z: 3.69

PLNT

Strong Buy

68

out of 100

Grade: B-

Growth: 8.7Profit: 7.5Value: 6.3Quality: 7.0
Piotroski: 6/9Altman Z: 0.50
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PDDUndervalued (+70.6%)

Margin of Safety

+70.6%

Fair Value

$363.48

Current Price

$85.07

$278.41 discount

UndervaluedFair: $363.48Overvalued

Intrinsic value data unavailable for PLNT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PDD6 strengths · Avg: 9.7/10
P/E RatioValuation
8.6x10/10

Attractively priced relative to earnings

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$24.12B10/10

Generating 24.1B in free cash flow

Altman Z-ScoreHealth
3.6910/10

Safe zone — low bankruptcy risk

Market CapQuality
$116.09B9/10

Large-cap with strong market position

Return on EquityProfitability
22.9%9/10

Every $100 of equity generates 23 in profit

PLNT5 strengths · Avg: 8.8/10
Operating MarginProfitability
32.5%10/10

Strong operational efficiency at 32.5%

Debt/EquityHealth
-0.9010/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.888/10

Growing faster than its price suggests

Revenue GrowthGrowth
19.7%8/10

19.7% revenue growth

EPS GrowthGrowth
30.2%8/10

Earnings expanding 30.2% YoY

Areas to Watch

PDD2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-14.9%2/10

Earnings declined 14.9%

PLNT2 concerns · Avg: 2.5/10
Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Altman Z-ScoreHealth
0.502/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : PLNT

The strongest argument for PLNT centers on Operating Margin, Debt/Equity, PEG Ratio. Profitability is solid with margins at 17.8% and operating margin at 32.5%. Revenue growth of 19.7% demonstrates continued momentum.

Bear Case : PDD

The primary concerns for PDD are Piotroski F-Score, EPS Growth.

Bear Case : PLNT

The primary concerns for PLNT are Return on Equity, Altman Z-Score.

Key Dynamics to Monitor

PDD profiles as a mature stock while PLNT is a growth play — different risk/reward profiles.

PLNT carries more volatility with a beta of 1.04 — expect wider price swings.

PLNT is growing revenue faster at 19.7% — 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 68/100), backed by strong 21.6% margins and 11.0% revenue growth. Both earn "Strong Buy" and "Strong 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.

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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Planet Fitness Inc

CONSUMER CYCLICAL · LEISURE · USA

Planet Fitness, Inc., franchises and operates gyms under the Planet Fitness brand. The company is headquartered in Hampton, New Hampshire.

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