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CPNG

Coupang, Inc.

CPNG

NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $32.5B

$18.56

+2.37%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$14.92 - $34.08

P/E

-191.34

Fwd P/E

-163.97

Beta

1.12

Div Yield

0.00%

Avg Vol

23.5M

Shares Out

1.8B

Mkt Cap

$32.5B

Price action

Price chart

Down 39.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Stable outlook

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

-4.3% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

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

Next: May 4, 2026

Q2 26 RECAP

MAY 5, 2026

Reported EPS of -$0.15 vs -$0.09 consensus (-60.7% surprise). Revenue of $8.5B vs $8.5B expected (+0.3%).

EPS miss
Rev beat +0.3%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-60.7%

Next: May 4, 2026

Revenue trend · last 8Q

+21%

+11%

+16%

+18%

+11%

+8%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$7.3B

$7.9B

$8.0B

$7.9B

$8.5B

$9.3B

$8.8B

$8.5B

Margins · last 8Q

Gross

27.0%

Operating

-2.8%

Profit

-3.1%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

2

67%

Sell

0%

Median Price Target

$26.50

+42.8% vs $18.56

Low $23.00
Median $26.50
High $30.00

Latest: Citi · May 6, 2026

2 analysts covering

vs Industry

How CPNG stacks vs Specialty Retail

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

Industry comparison data unavailable for this stock.