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Stocks/Consumer Discretionary/Broadline Retail

CoupangCPNG

Broadline Retail
Pricier than peers
$14.37−1.37%After hours: $14.35 (−0.14%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 55.2% over 1 year
Coupang over 1 yearDaily close, $, to 30 Oct 2026
$20$25$30Nov2026MarMayJulSep$14.37$20$30NovMarJul$14.37
Source: Nasdaq daily closes
Market value$25.83B
Price to earnings–
Forward P/E73.7x
Dividend yield–
Year to date−39.1%
One year−55.2%
Next earningsTue 3 Nov, after the close
SectorConsumer Discretionary
52-week range (closes)
$13.75$32.13

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Quality and valuation

How Coupang compares with other consumer discretionary stocks. A description, not a recommendation.

Coupang and 3 broadline retail peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: pricier than most

A weaker business than most consumer discretionary companies, priced above most of them.

Coupang trades at 73.7 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +9.9% vs +8.1%
  • Keeps less of each sale (gross margin): 28.4% vs 40.5%
  • Less profitable (operating margin): −1.8% vs 13.8%
  • Turns less of its sales into cash: 0.3% vs 10.1%
CPNG trades at 73.7x forward earnings, above the sector medianForward p/e, Broadline Retail peers
JD6.9xPDD6.9xBABA12.3xEBAY19.2xAMZN25.7xMELI37.8xSE47.3xCPNG73.7xSector median 19.5xJD6.9xPDD6.9xBABA12.3xEBAY19.2xAMZN25.7xMELI37.8xSE47.3xCPNG73.7xSector median 19.5x
Source: CNBC quotes; Mostly Markets

Financials

From Coupang's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 3.9% from a year earlierQuarterly revenue, $bn, latest Q2 ’26
$0bn$2bn$5bn$8bnQ3 ’24Q1 ’25Q3 ’25$8.9bnQ2 ’26$0bn$5bnQ3 ’24Q1 ’25Q3 ’25$8.9bnQ2 ’26
Source: SEC filings
Growth slowed to +3.9% last quarterRevenue growth, year on year, %
0%10%20%Q3 ’24Q1 ’25Q3 ’253.9%Q2 ’260%10%20%Q3 ’24Q1 ’25Q3 ’253.9%Q2 ’26
Source: SEC filings
Operating margin was -6.3% last quarterOperating income as a share of revenue, %
−5%0%Q3 ’24Q1 ’25Q3 ’25−6.3%Q2 ’26−5%0%Q3 ’24Q1 ’25Q3 ’25−6.3%Q2 ’26
Source: SEC filings
Free cash flow was $99 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
−$200m$0m$200m$400mQ3 ’24Q1 ’25Q3 ’25$50mQ2 ’26−$250m$0m$250mQ3 ’24Q1 ’25Q3 ’25$50mQ2 ’26
Source: SEC filings
Last 12 monthsCPNGSector median
Revenue growth+9.9%+8.1%
Gross margin28.4%40.5%
Operating margin−1.8%13.8%
Free cash flow margin0.3%10.1%

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