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Coupang(CPNG) - 2025 Q1 - Quarterly Results
2025-05-06 20:06
Net Revenues of $7.9 billion, up 11% YoY and 21% on an FX-neutral basis Exhibit 99.1 Coupang Announces Results for First Quarter 2025 Gross Profit of $2.3 billion, up 20% YoY and 31% on an FX-neutral basis Operating income of $154 million, up $114 million Operating Cash Flow of $2.0 billion and Free Cash Flow of $1.0 billion for the trailing twelve months SEATTLE - (BUSINESS WIRE) May 6, 2025—Coupang, Inc. (NYSE: CPNG) today announced financial results for its first quarter ended March 31, 2025. Q1 2025 Con ...
Coupang Gears Up to Post Q1 Earnings: What's in Store for the Stock?
ZACKS· 2025-05-01 16:10
Coupang (CPNG) is scheduled to report its first-quarter 2025 results on May 6. See the Zacks Earnings Calendar to stay ahead of market-making news.The Zacks Consensus Estimate for CPNG’s first-quarter 2025 revenues is currently pegged at $8.07 billion, indicating a 13.43% increase from the year-ago quarter’s reported figure.The consensus mark for earnings has moved south by a penny to 6 cents per share in the past 30 days. The estimate implies 20% growth year over year.CPNG surpassed the Zacks Consensus Est ...
Coupang, Inc. (CPNG) Stock Declines While Market Improves: Some Information for Investors
ZACKS· 2025-04-30 22:55
The most recent trading session ended with Coupang, Inc. (CPNG) standing at $23.37, reflecting a -0.76% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily gain of 0.15%. Meanwhile, the Dow gained 0.35%, and the Nasdaq, a tech-heavy index, lost 0.09%.Heading into today, shares of the company had gained 6.18% over the past month, outpacing the Retail-Wholesale sector's gain of 0.27% and the S&P 500's loss of 0.21% in that time.Investors will be eagerly watch ...
3 Growth Stocks Down 25% or More to Buy Right Now
The Motley Fool· 2025-04-29 07:55
Group 1: Market Overview - The stock market has recently rebounded as investors assess the impact of tariffs on global trade, yet many stocks remain significantly below their all-time highs [1] - Market drawdowns present opportunities for investors to acquire growth stocks at discounted prices, which can lead to long-term wealth accumulation [2] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the world's largest manufacturer of advanced semiconductors, serving major clients like Apple and Nvidia, and is positioned well in the growing cloud computing and AI markets [3] - TSMC reported trailing-12-month revenue of $97 billion, with its high-performance computing segment accounting for 59% of sales and experiencing 7% quarter-over-quarter growth [4] - The company boasts a 48.5% operating margin due to its dominant market position, allowing it to sell products at premium prices [5] - TSMC's stock is currently down 27.5% from all-time highs, trading at a price-to-earnings ratio of 21, indicating potential for significant growth over the next decade [6] Group 3: Coupang - Coupang, a South Korean e-commerce platform, is trading over 50% below its all-time highs despite strong business growth and increasing profitability [7] - The company achieved a 29% year-over-year growth in gross profit last quarter, with a gross margin of 29%, and has been positive in free cash flow since early 2023 [8] - Coupang's overall revenue reached $30 billion in 2024, with a 136% year-over-year growth in the first quarter, excluding inorganic revenue [10] - With a market cap of $42 billion, Coupang trades at a price-to-sales ratio above 1, suggesting it is undervalued given its growth potential [11] Group 4: Rocket Lab - Rocket Lab has seen its stock decline nearly 29% from all-time highs, despite a 78% year-over-year revenue increase to $436 million in 2024 [13] - The company currently operates the Electron rocket and plans to launch the Neutron, which has a larger payload capacity, potentially increasing revenue per launch [14] - Rocket Lab is developing a robust space systems division and aims to build a satellite constellation, which could significantly enhance its revenue in the long term [15] - With a market cap of $10 billion, Rocket Lab's stock may appear overvalued relative to its current revenue, but successful execution of its product roadmap could lead to substantial future growth [16]
Is It Too Late to Buy Coupang Stock?
The Motley Fool· 2025-04-19 08:25
Core Viewpoint - Coupang's stock has experienced significant volatility since its IPO, losing over 50% of its value but recovering 130% from its May 2022 low, raising questions about the timing for potential investors [1][10]. Group 1: Growth Prospects - Coupang operates in a relatively small market with an addressable population of less than 100 million, compared to competitors like MercadoLibre, which serves over 650 million [2]. - The company has a strong logistics network with over 100 fulfillment centers in South Korea, enabling same-day or next-day delivery for 70% of the population [3]. - The South Korean e-commerce market is projected to grow at a compound annual growth rate (CAGR) of 22%, suggesting ongoing growth potential for Coupang [4]. Group 2: Financial Performance - Coupang's revenue for 2024 is projected to exceed $30 billion, reflecting a 24% increase year-over-year [5]. - The company reported a net income of $66 million in 2024, impacted by a one-time income tax benefit of $776 million in 2023, but generated over $1 billion in free cash flow [5]. - Revenue growth is expected to slow to 14% in 2025, with a slight recovery to 15% in 2026, which may concern investors [6]. Group 3: Valuation Metrics - Coupang's price-to-free cash flow ratio is around 39, above the historical average of 34, indicating a potentially expensive valuation [7]. - The price-to-sales (P/S) ratio has remained stable at 1.3, showing little variance in recent years [7]. - Despite the mixed valuation metrics, the perception of Coupang as a lucrative opportunity may still attract buyers [8]. Group 4: Investment Timing - Current conditions suggest it may not be too late to buy Coupang stock, but the timing may not present a lucrative opportunity given the slowing revenue growth [9][11]. - The stock has significantly declined since its IPO, losing over 80% of its value by May 2022, and even with a recovery, it remains below its all-time high [10].
2 Growth Stocks That Could Go Parabolic
The Motley Fool· 2025-04-06 16:45
Core Viewpoint - Growth stocks are experiencing significant volatility in the current bear market, with many down 20% to 30% in a short period, presenting potential buying opportunities for long-term investors [1][2] Group 1: Coupang - Coupang is a South Korean online marketplace similar to Amazon, insulated from U.S. tariff impacts as it does not sell into the U.S. market [4] - The company reported a 24% year-over-year revenue growth to $30.3 billion in 2024, with potential for further growth as the U.S. dollar depreciates against foreign currencies [5] - Coupang offers a wide range of services, including ultra-fast delivery, video streaming, and grocery delivery, which enhances its competitive edge [6] - With a small share of the South Korean retail market, Coupang has significant growth potential, projecting revenues to reach $50 billion and earnings of $5 billion in the coming years [7] - The current market cap is under $40 billion, with a forward P/E ratio below 8, indicating it is undervalued for a fast-growing company [8] Group 2: Alphabet - Alphabet, the parent company of Google, is facing challenges due to concerns over AI competition, with a trailing P/E ratio of 18, below the S&P 500 average of 27 [9] - Despite criticisms, Alphabet is a leading developer of AI technology, with advantages from its proprietary AI-focused computer chips [10] - The company views AI as an opportunity for growth in Google Search, YouTube, and Google Cloud, rather than a competitive threat [11] - Alphabet's financials reflect growth, with Google Cloud revenue increasing by 30%, YouTube advertising by 14%, and Google Search revenue reaching $54 billion in Q4 2024 [12] - The company is also repurchasing stock and has initiated dividend payments, making it an attractive long-term investment [13]
Why Coupang Stock Plummeted Today
The Motley Fool· 2025-04-04 19:02
Group 1 - Coupang's shares experienced a 7% decline due to external market concerns, despite no direct impact on the company's operations [1][2] - The current share price is 25% below its one-year highs, presenting a potential investment opportunity [2] - Coupang's revenue and gross profit are projected to grow by 24% and 29% respectively in 2024, indicating strong business performance [3] Group 2 - Although net income and free cash flow (FCF) decreased in 2024, these declines are attributed to strategic investments in future growth, including automation and new infrastructure [4] - Coupang's sales in Taiwan increased by 23% quarter over quarter, highlighting the potential of this new growth market [5] - The acquisition of Farfetch has transformed it into a breakeven business, showcasing the effectiveness of Coupang's integration strategies [5] Group 3 - Coupang is currently trading at 20 times cash from operations, suggesting it could generate significant free cash flow if not for its heavy capital expenditures [6]
3 Magnificent Growth Stocks to Buy Hand Over Fist With $500
The Motley Fool· 2025-03-29 12:07
Growth stocks can help you compound your savings many times over. The important thing is to maintain a long-term perspective, because even the best companies will occasionally see their share prices fall. Three Fool.com contributors believe Shopify (SHOP -5.80%), e.l.f. Beauty (ELF -0.46%), and Coupang (CPNG -5.14%) are demonstrating the qualities of long-term winners.Don't have much money to invest? No problem. You can buy one share of all three stocks for about $200 right now. Here's why these stocks are ...
Are Investors Still Underappreciating This Hypergrowth E-Commerce and Technology Stock?
The Motley Fool· 2025-03-01 12:20
Core Insights - Coupang's stock is experiencing an after-hours rise following strong fourth-quarter earnings results, contrasting with the decline in technology and AI stocks in February [1] - The company has surpassed $30 billion in annual revenue, indicating significant growth potential ahead [2] Financial Performance - For Q4 2024, Coupang reported a 21% year-over-year revenue increase to $8 billion, with growth observed on both organic and foreign currency neutral bases [3] - Gross profit grew by 48% year over year, with an adjusted gross margin of 29%, up from 25% a year ago, indicating profitable growth [4] - Despite a net income drop to $131 million due to major investments, Coupang generated $1 billion in free cash flow for the full year, showcasing a healthy financial position [5] Growth Segments - The Developing Offerings segment, which includes international e-commerce, financial technology, and food delivery, saw revenue growth exceeding 300% year over year, reaching $1.1 billion in quarterly revenue [6] - The core e-commerce marketplace in South Korea remains robust, with active customer spending increasing by 6% year over year on a foreign currency neutral basis [8] Customer Dynamics - Total active customers grew by 10% year over year to 22.8 million in Q4 2024, with new customers starting at higher spending levels, indicating potential for continued growth [8] Valuation and Future Outlook - Coupang aims for an adjusted profit margin of 10%, supported by efficient operations and strong free cash flow generation [9] - With the potential to exceed $50 billion in revenue in the coming years, the company could achieve over $5 billion in annual free cash flow at a 10% margin [10] - The current market cap of under $43 billion suggests that Coupang's stock is undervalued, especially given its growth trajectory and profitability metrics [11]
Why Coupang Stock Was Moving Higher Today
The Motley Fool· 2025-02-26 17:57
Shares of Coupang (CPNG 6.62%) were moving higher today after the technology company reported better-than-expected results in its fourth-quarter earnings report. As of 11:44 a.m. ET, the stock was up 4.6%. Coupang keeps growingCoupang -- which is headquartered in Seattle, operates in several countries, and generates sales primarily in South Korea -- has embraced an Amazon-like business model, with e-commerce anchoring a number of satellite businesses. It said that revenue in the quarter rose 21%, or 28% on ...