Added to YB: 2026-05-19
Pitch date: 2026-05-15
CPNG [neutral]
Coupang, Inc.
-5.22%
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
$28.9B
Pitch Price
$16.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.15
P/E
-163.15
EV/Sales
0.80
Sector
Broadline Retail
Category
turnaround
Coupang Q1 '26: Stock is down 50% from high
CPNG (update): Down 50% from highs post-Q4 '25 data breach. Q1 '26 rev $8.5B (+8% YoY), Product Commerce EBITDA margin fell 8%→5% but WOW members held, 80% of churn recovered by end-Apr. Taiwan expansion progressing. At mid-teens/share, Product Commerce alone worth ~$21/share at 8% normalized margin, 15x EV/EBITDA. Upside if Q2/Q3 show growth recovery.
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