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CPNG

Coupang, Inc.

CPNG

NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $27.5B

$15.29

-1.42%

P/E

-36.04

Mkt Cap

$27.5B

52-Wk Range

$14.92–$34.08

52-Week Range

$14.92 - $34.08

P/E

-36.04

Fwd P/E

-30.15

Beta

1.16

Div Yield

0.00%

Avg Vol

21.7M

Shares Out

1.8B

Mkt Cap

$27.5B

Price action

Price chart

Down 47.1% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Dominant market position in South Korea with established customer loyalty and brand recognition
  • Vertically integrated logistics network enabling fast delivery capabilities and operational efficiency
  • Diversified product and service offerings creating multiple revenue streams and customer stickiness
  • Advanced mobile-first technology platform optimized for Asian markets and consumer behavior

Bear Case

1 risk

  • Average volatility.

Growth

Moderate growth ahead

Expansion of same-day and next-day delivery services across new geographic markets

Value

Deep value opportunity - significant discount to E-commerce & Marketplaces peers

Momentum

Stable

+0.9% over 3m

Quality

Stable

Below average quality

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 3, 2026

Q3 26 RECAP

AUG 4, 2026

Reported EPS of -$0.32 vs -$0.27 consensus (-18.6% surprise). Revenue of $8.9B vs $8.9B expected (-0.7%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-18.6%

Revenue trend · last 8Q

+21%

+11%

+16%

+18%

+11%

+8%

-75%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$7.9B

$8.0B

$7.9B

$8.5B

$9.3B

$8.8B

$8.5B

$2.1B

Margins · last 8Q

Gross

Operating

-26.3%

Profit

-27.0%

Wall Street consensus

4 analysts · 75% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

75%

Hold

1

25%

Sell

0%

Median Price Target

Latest: Deutsche Bank · Aug 5, 2026

vs Industry

How CPNG stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.