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TTEN·K/calls

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Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

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Home›Coverage›DDL
On this page
OverviewFinancialsValuationQualitySmart moneyFilings
DDL logo

DDLDingdong (Cayman) Ltd

Next earnings Aug 19, 2026

Hold
$2.30
▲ +2.68%
Rating
Hold
Quality
C+
Valuation
Fair value
How to read this →
HoldRevenue grew 10.2% YoY; but thin net margin (1.0%).Revenue (FY2025) $3.48BFull call ↓
$2.30▲ +5.99%
over 1Y
L $1.67H $3.20
Today
+2.7%
1W
+12.7%
1M
-3.0%
3M
-14.2%
YTD
-13.5%
1Y
+6.0%
OverviewFinancialsValuationQualitySmart moneyFilings
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 7 analysts
Buy

Revenue grew 10.2% YoY; but thin net margin (1.0%).

Revenue (FY2025) $3.48B · FY2025

This call stands until the filings change it — the engine re-rates on new 10-K/10-Q/8-K facts, never on price moves. Hit Watch above to follow DDL (Pro alerts fire the moment a rating flips), or catch every change in Saturday’s Flip Side. How to read a call

Dingdong (Cayman) Ltd shows $3.48B in FY2025 revenue (+10.2% YoY), a 1.0% net margin, and 22.3% ROE.

Supporting the case: revenue grew 10.2% YoY; high return on equity (22.3%).

Is DDL a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Covered call~65d expiry
  • Long 100 shares @ ~2.30
  • Short call 2.5 @ ~0.13 est
debit $217max +$33max −$216BE 2.17

HOLD means own it, don't chase it — harvesting premium against the position matches the verdict.

Open in the calculator →
Browse all model plays →

Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.

Financialsannual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$3.16B$3.51B$2.81B$3.16B$3.48B
Gross profit—————
Operating income-$993M-$111M-$18.3M$29.4M$18.8M
Net income-$1.01B-$117M-$12.9M$41.7M$33.1M
Diluted EPS—————
Net margin-32.0%-3.3%-0.5%1.3%1.0%

10-year statements — income, cash flow, balance sheet & CSV export →

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$456M
EV / EBITDA13.9
EV / Sales0.1
EV / FCF8.9
P / FCF9.6
PEG (trailing)—
Earnings yield6.8%
FCF yield10.4%

Quality & risk

ROIC (est.)5.4%
Free cash flow$51.2M
Total debt$125M
Net cash$33.6M
Altman Z-Score1.30 distress
Piotroski F-Score6/7

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Recent filings

all on EDGAR ↗
3Period ending 2026-05-262026-05-26open ↗6-KPeriod ending 2026-03-312026-05-22open ↗20-FPeriod ending 2025-12-312026-04-24open ↗3Period ending 2026-03-312026-03-31open ↗6-KPeriod ending 2026-03-272026-03-27open ↗3Period ending 2026-03-182026-03-18open ↗3Period ending 2026-03-182026-03-18open ↗3Period ending 2026-03-182026-03-18open ↗3Period ending 2026-03-182026-03-18open ↗3Period ending 2026-03-182026-03-18open ↗3Period ending 2026-03-182026-03-18open ↗3Period ending 2026-03-182026-03-18open ↗

Quality score

C+
ValueGrowthProfitHealthMom.
ValueA+
GrowthD
ProfitabilityC+
Financial healthC+
MomentumC-
  • ✓Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✗Net margin above 10%
  • ✓Return on equity above 15%
  • ✗Liabilities below 2× equity
1.6752-week3.20
Revenue
$3.48B
+10.2% YoY
Net margin
1.0%
ROE
22.3%
P/E
—

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$3.48B+10.2%
Net income$33.1M-20.6%
Operating income$18.8M-35.9%
Cash & equivalents$158M+30.2%
Total assets$1.00B+2.9%
Total liabilities$835M-1.6%
Stockholders' equity$149M+36.0%
Op.: 0.5%L/E: 5.61x

Frequently asked

Is Dingdong (Cayman) Ltd (DDL) a buy?
DDL currently carries a Hold rating with 2/5 conviction, derived from its latest SEC filings. Revenue grew 10.2% YoY; but thin net margin (1.0%).
What is Dingdong (Cayman) Ltd's quality score?
DDL scores 62.50864845938376/100 (grade C+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

New filings change verdicts

The daily Brief delivers our freshest calls, rating flips and the filings behind them — every morning, free.

Sources: SEC EDGAR (CIK 0001854545, latest 3 filed 2026-05-26) · EODHD · as of 7/15/2026, 8:11:57 PM.

›About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 15, 2026, 4:11 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Intraday
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NVDA$211.06▼0.35%AAPL$326.66▲3.75%GOOGL$370.19▲2.97%GOOG$368.73▲3.19%MSFT$395.62▲2.78%AMZN$253.98▲2.62%TSM$419.11▼0.31%AVGO$393.95▲1.24%SPCX$135.24▼0.62%META$676.34▲2.31%TSLA$394.72▼0.37%MU$904.70▼7.98%BRK-A$733,730.68▼0.44%BRK-B$488.78▼0.47%LLY$1,155.81▲0.28%JPM$347.33▲1.29%WMT$112.50▼1.06%AMD$528.51▼3.58%ASML$1,795.01▲1.09%V$356.77▲0.21%JNJ$248.10▼2.27%XOM$144.36▼0.50%INTC$102.08▼5.27%MA$535.98▼0.38%AMAT$576.89▼3.16%CSCO$111.70▼4.60%LRCX$332.51▼3.93%ABBV$244.39▼0.16%CAT$912.84▼2.20%BAC$61.44▲1.34%
Intraday
NVDA$211.06▼0.35%AAPL$326.66▲3.75%GOOGL$370.19▲2.97%GOOG$368.73▲3.19%MSFT$395.62▲2.78%AMZN$253.98▲2.62%TSM$419.11▼0.31%AVGO$393.95▲1.24%SPCX$135.24▼0.62%META$676.34▲2.31%TSLA$394.72▼0.37%MU$904.70▼7.98%BRK-A$733,730.68▼0.44%BRK-B$488.78▼0.47%LLY$1,155.81▲0.28%JPM$347.33▲1.29%WMT$112.50▼1.06%AMD$528.51▼3.58%ASML$1,795.01▲1.09%V$356.77▲0.21%JNJ$248.10▼2.27%XOM$144.36▼0.50%INTC$102.08▼5.27%MA$535.98▼0.38%AMAT$576.89▼3.16%CSCO$111.70▼4.60%LRCX$332.51▼3.93%ABBV$244.39▼0.16%CAT$912.84▼2.20%BAC$61.44▲1.34%
NVDA$211.06▼0.35%AAPL$326.66▲3.75%GOOGL$370.19▲2.97%GOOG$368.73▲3.19%MSFT$395.62▲2.78%AMZN$253.98▲2.62%TSM$419.11▼0.31%AVGO$393.95▲1.24%SPCX$135.24▼0.62%META$676.34▲2.31%TSLA$394.72▼0.37%MU$904.70▼7.98%BRK-A$733,730.68▼0.44%BRK-B$488.78▼0.47%LLY$1,155.81▲0.28%JPM$347.33▲1.29%WMT$112.50▼1.06%AMD$528.51▼3.58%ASML$1,795.01▲1.09%V$356.77▲0.21%JNJ$248.10▼2.27%XOM$144.36▼0.50%INTC$102.08▼5.27%MA$535.98▼0.38%AMAT$576.89▼3.16%CSCO$111.70▼4.60%LRCX$332.51▼3.93%ABBV$244.39▼0.16%CAT$912.84▼2.20%BAC$61.44▲1.34%
Smart money○○○→

Smart moneyinsiders · Congress · funds

○○○

Disclosed smart-money activity in DDL, but no clear buy consensus.

—
Corporate insiders
No recent Form 4 activity
Form 4
—
Congress
No disclosed trades
STOCK Act · ~45d lag
—
Institutions
1 tracked fund hold · $911K
13F · quarterly

Different disclosure clocks — Form 4s file within days, Congress PTRs lag up to ~45 days, and 13F holdings are a quarterly snapshot (up to ~4.5 months old). A disclosed-accumulation view, not live correlation.

Held by tracked fundsForm 13F · SEC · quarterly

Hillhouse (HHLR Advisors)Lei Zhang355K sh$911K

As of each fund’s latest quarterly 13F — a delayed snapshot, not a live position. All tracked funds →

Ownership stakes

SEC · 13D / 13G
2023-02-06Passive 13GAmendedCITIC Securities International Co LtdFiling ↗
2023-01-30Passive 13GAmendedCMC Dynamite GP, L.P.Filing ↗
2022-06-06Passive 13GCITIC Securities International Co LtdFiling ↗
2022-02-15Passive 13GLiang ChanglinFiling ↗
2022-02-11Passive 13GGENERAL ATLANTIC, L.P.Filing ↗
2022-02-09Passive 13GCapital Today Evergreen Fund, L.P.Filing ↗

Schedule 13D/13G filings disclosing a >5% stake in the company. A 13D declares intent to engage — read the filing; a 13G is a passive holding. Percent is the percent-of-class stated on the cover page. Source: SEC EDGAR (public domain).

Fails-to-deliver

SEC · settled 2026-06-29

No unusual settlement fails — 267 shares failed to deliver on the latest published day.

DDL fails-to-deliver history — every published settlement day →

Aggregate CNS settlement fails on the latest published day, vs this name’s trailing median. From SEC fails-to-deliver data (published twice monthly) — a settlement metric, not short interest.

Recent news

market news →
Dingdong reports Q1 resultsBearish
seekingalpha.com· 2026-05-21
Top Growth Companies With High Insider Ownership May 2026Bullish
finance.yahoo.com· 2026-05-15
Dingdong (Cayman) Ltd. (DDL) Inspires Confidence After Getting Recent Proposals ApprovedBullish
finance.yahoo.com· 2026-04-23
Dingdong Appoints Song Wang As CEOBullish
nasdaq.com· 2026-03-04
Promising Penny Stocks To Consider In February 2026Bullish
finance.yahoo.com· 2026-02-19
Spotlight On Silence Therapeutics And 2 Other Promising Penny StocksBullish
finance.yahoo.com· 2026-02-19

Vs tracked universe

compare →

1178 tracked peers · median

TENK Score63 vs 67
Revenue growth10.2% vs 7.6%
Net margin1.0% vs 10.0%
Return on equity22.3% vs 12.0%
P/E— vs 26.4