Added to YB: 2026-03-26
Pitch date: 2026-01-29
CPNG [bullish]
Coupang, Inc.
-7.43%
current return
Author Info
No bio for this author
Company Info
Coupang, Inc., together with its subsidiaries, owns and operates retail business through its mobile applications and internet websites in South Korea and internationally.
Market Cap
$35.3B
Pitch Price
$20.31
Price Target
46.00 (+145%)
Dividend
N/A
EV/EBITDA
18.65
P/E
175.55
EV/Sales
0.97
Sector
Broadline Retail
Category
growth
Coupang, Inc. - $CPNG
CPNG: SKorea eCommerce monopoly at 11x 2027E WholeCo EBITDA/8x Core Commerce EBITDA, 23x WholeCo GAAP EPS ex-cash/15x Core Commerce GAAP EPS ex-cash. Down 40% from Oct highs on data breach govt overreaction + 3Q Developing Offerings miss. Base case: $46 PT (20x 2030E EPS of $2.30)=20%+ 4.5yr IRR. Downside $18/sh
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