PDD Holdings Inc. (PDD)vsWinmark Corporation (WINA)
PDD
PDD Holdings Inc.
$77.53
-1.87%
CONSUMER CYCLICAL · Cap: $114.58B
WINA
Winmark Corporation
$271.74
-1.24%
CONSUMER CYCLICAL · Cap: $979.35M
Smart Verdict
WallStSmart Research — data-driven comparison
PDD Holdings Inc. generates 490984% more annual revenue ($450.78B vs $91.79M). WINA leads profitability with a 45.1% profit margin vs 20.4%. PDD appears more attractively valued with a PEG of 0.72. PDD earns a higher WallStSmart Score of 75/100 (B).
PDD
Strong Buy75
out of 100
Grade: B
WINA
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.8%
Fair Value
$342.99
Current Price
$77.53
$265.46 discount
Intrinsic value data unavailable for WINA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 59.7%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Revenue surging 23.2% year-over-year
Areas to Watch
Weak financial health signals
Earnings declined 11.2%
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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 0.72 suggests the stock is reasonably priced for its growth.
Bull Case : WINA
The strongest argument for WINA centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 45.1% and operating margin at 59.7%. Revenue growth of 23.2% demonstrates continued momentum.
Bear Case : PDD
The primary concerns for PDD are Piotroski F-Score, EPS Growth.
Bear Case : WINA
The primary concerns for WINA are Market Cap, Return on Equity.
Key Dynamics to Monitor
PDD profiles as a mature stock while WINA is a growth play — different risk/reward profiles.
WINA carries more volatility with a beta of 0.54 — expect wider price swings.
WINA is growing revenue faster at 23.2% — 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 57/100), backed by strong 20.4% margins. 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.
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.
Visit Website →Winmark Corporation
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Winmark Corporation is a franchisor of five retail store concepts that buy, sell, trade and consign used merchandise primarily in the United States and Canada. The company is headquartered in Minneapolis, Minnesota.
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