Core Viewpoint - Coupang's stock has increased by 77% over the past year, but it remains 51% below its 2021 IPO price of $63.50, indicating a reset of expectations since then [1] Company Overview - Coupang is one of Asia's largest retailers, offering a wide range of products through its online marketplace, including groceries, electronics, and fashion [3] - The company has a competitive advantage in South Korea, effectively preventing Amazon from gaining significant market presence [4] Recent Developments - Coupang has expanded its operations in Asia, establishing logistics hubs in Singapore and Taiwan, which are key growth drivers [5] - In 2024, Coupang acquired Farfetch, a luxury fashion marketplace, to diversify its offerings beyond mass-market retail [5] Financial Performance - For Q3 2024, Coupang reported a 27% year-over-year increase in net revenue, or 20% excluding Farfetch's impact, with active customers rising by 11% to 22.5 million [6] - The company's new services, such as Coupang Eats and Coupang Pay, saw a revenue growth of 146% year-over-year in Q3, excluding Farfetch's contribution [7] Future Projections - Analysts expect Coupang's revenue to grow by 24.7% in 2024 and 15.5% in 2025, with adjusted EPS projected to reach $0.49 in 2025 compared to $0.01 in 2024 [8][9] - Revenue estimates for 2024 and 2025 are $30.4 billion and $35.1 billion, respectively [9] Market Positioning - Coupang's stock is trading at a forward P/E ratio of 48 for 2025, which is higher than regional competitors like Sea Limited and Chinese companies such as Alibaba and PDD Holdings [12][13] - The premium valuation reflects its status as a U.S. incorporated company, but it raises concerns about potential risks if growth does not meet expectations [13]

Company Performance - Coupang, Inc. closed at $24.01, reflecting a +1.27% change from the previous session, outperforming the S&P 500's daily gain of 0.39% [1] - Over the last month, Coupang's shares increased by 4.22%, lagging behind the Retail-Wholesale sector's gain of 8.29% but surpassing the S&P 500's gain of 1.7% [1] Earnings Report Expectations - The upcoming earnings report is projected to show earnings of -$0.01 per share, indicating a year-over-year decline of 112.5% [2] - Revenue is anticipated to be $8.21 billion, representing a 25.12% increase from the same quarter last year [2] Analyst Estimates and Revisions - Recent adjustments to analyst estimates for Coupang are important as they reflect short-term business trends [3] - Positive estimate revisions are interpreted as a favorable sign for the company's business outlook [3] Zacks Rank and Performance - The Zacks Rank system, which assesses estimate changes, indicates that Coupang currently holds a rank of 3 (Hold) [5] - Over the last 30 days, the Zacks Consensus EPS estimate has decreased by 10.38% [5] Valuation Metrics - Coupang is trading at a Forward P/E ratio of 43.37, which is a premium compared to the industry's average Forward P/E of 20.55 [6] - The PEG ratio for Coupang is currently 42.94, while the Internet - Commerce industry has an average PEG ratio of 1.1 [6] Industry Overview - The Internet - Commerce industry is part of the Retail-Wholesale sector and holds a Zacks Industry Rank of 40, placing it in the top 16% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Coupang, South Korea's leading e-commerce company, has seen its stock price decline from an IPO opening of $63.50 to $23.00, disappointing early investors [1][2] - The company has a market capitalization of $42 billion and trades at 1.2 times its projected sales for 2025, indicating potential undervaluation [2] Group 1: Company Performance - In Q3 2024, Coupang served 22.5 million customers and its Rocket Wow subscription service reached 14 million members by the end of 2023 [3] - Revenue growth accelerated over the past year, with a notable expansion in the Coupang Eats platform and the introduction of new features to enhance revenue per active customer [4] - Revenue growth year-over-year (YOY) increased from 21% in Q3 2023 to 27% in Q3 2024, while active customer growth decreased from 14% to 11% in the same period [5] Group 2: Financial Metrics - Coupang's gross margin improved from 25.3% in Q3 2023 to 28.8% in Q3 2024, and adjusted EBITDA margin remained stable around 4% [5] - The company turned profitable on a GAAP basis in 2023, with expectations to maintain profitability in the future [6] Group 3: Future Outlook - Analysts project a full-year revenue growth of 25% for 2024, with adjusted EBITDA expected to dip by 9% [7] - For 2025, revenue and adjusted EBITDA are anticipated to rise by 15% and 150%, respectively, suggesting a reasonable valuation at 21 times enterprise value to EBITDA [7] - Political instability and economic challenges in South Korea may impact investor sentiment, but a resolution could lead to increased interest in Coupang [8][9]

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In the latest market close, Coupang, Inc. (CPNG) reached $23, with a -0.65% movement compared to the previous day. The stock's change was less than the S&P 500's daily loss of 0.47%. Elsewhere, the Dow saw a downswing of 0.31%, while the tech-heavy Nasdaq depreciated by 0.51%.Heading into today, shares of the company had gained 5.32% over the past month, lagging the Retail-Wholesale sector's gain of 5.46% and outpacing the S&P 500's gain of 1.67% in that time.The investment community will be paying close at ...

Coupang, Inc. (CPNG) ended the recent trading session at $22.70, demonstrating a +0.62% swing from the preceding day's closing price. This move outpaced the S&P 500's daily loss of 1.46%. At the same time, the Dow added 0.65%, and the tech-heavy Nasdaq lost 3.07%.The company's shares have seen an increase of 0.18% over the last month, not keeping up with the Retail-Wholesale sector's gain of 2.27% and the S&P 500's gain of 1.08%.Market participants will be closely following the financial results of Coupang, ...

There's no question the bull market is alive and well. The S&P 500 jumped more than 50% over the two-year period of 2023-24, the first time it's done that since the dot-com era, and stocks are off to a hot start in 2025 as well. Through Jan. 22, the broad-market index is up 3%, and it just hit another all-time high.While pretty much any investor should be happy with the kind of returns the S&P 500 has delivered over the last two years, there are opportunities for more growth. Keep reading to see two stocks ...

In the latest trading session, Coupang, Inc. (CPNG) closed at $22.19, marking a +0.59% move from the previous day. The stock's change was less than the S&P 500's daily gain of 0.88%. Meanwhile, the Dow experienced a rise of 1.24%, and the technology-dominated Nasdaq saw an increase of 0.65%.Heading into today, shares of the company had lost 3.25% over the past month, lagging the Retail-Wholesale sector's gain of 0.92% and the S&P 500's gain of 1.17% in that time.The investment community will be closely moni ...

Coupang, Inc. (CPNG) closed at $21.97 in the latest trading session, marking a +0.78% move from the prior day. The stock's change was more than the S&P 500's daily gain of 0.12%. At the same time, the Dow added 0.52%, and the tech-heavy Nasdaq lost 0.23%.The the stock of company has fallen by 7.63% in the past month, lagging the Retail-Wholesale sector's loss of 4.43% and the S&P 500's loss of 3.45%.The upcoming earnings release of Coupang, Inc. will be of great interest to investors. It is anticipated that ...

Group 1 - Coupang, Inc. (NYSE: CPNG), referred to as "the Amazon of South Korea," experienced a stock drop alongside most South Korean stocks due to the uncertainty surrounding the declaration of martial law by President Yoon Suk Yeol [1] - The company is positioned in a market that is currently facing volatility, which may present both challenges and opportunities for investors [1] Group 2 - The article emphasizes the importance of identifying contrarian and under-appreciated stocks, suggesting that CPNG may fit this profile for certain investors [1] - The investment strategies discussed include a focus on individual stocks, stock options, and bond and equity ETFs, indicating a diverse approach to investment in the medium term [1]