Added to YB: 2026-07-06
Pitch date: 2026-07-03
CPNG [neutral]
Coupang, Inc.
+3.43%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
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
$33.3B
Pitch Price
$18.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.15
P/E
-187.84
EV/Sales
0.92
Sector
Broadline Retail
Category
growth
Coupang and the Korea Wealth Effect
CPNG (holding update): Korea data breach fine landed at $409M (~1.4% rev), far below billions feared; scandal now over. Thesis is untouchable logistics network compounding, trading near bottom of range. Free option: Korea's KOSPI-doubling AI wealth boom (quadrillion won gains), rising births/weddings, R.Lux luxury push. Early data: 33.7M MAU high, web visits up. Nobody models the wealth effect.
Read full article (7 min)