Added to YB: 2024-02-01
Pitch date: 2024-02-01
CPNG [bullish]
Coupang, Inc.
+32.93%
current return
Author Info
@CCM_Brett shares stock ideas on his Twitter account and Chit Chat Stocks podcast. Follow the podcast on Spotify/Apple.
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
$31.8B
Pitch Price
$13.88
Price Target
32.90 (+78%)
Dividend
N/A
EV/EBITDA
14.07
P/E
83.87
EV/Sales
0.88
Sector
Broadline Retail
Category
growth
Why I am adding Coupang ($CPNG)
$CPNG: Expanding moat & founder-led by Bom Suk Kim. Stock cheap at $14.25, $21B EV. Projecting $7B '24-'26 FCF, potential $60-90B mkt cap. Risks: int'l expansion ROI, M&A, CEO exit, no margin expansion. Upside: Taiwan+, fintech, streaming. Passes quality, mgmt trust, price checklist.
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