Mastercard Inc vs PDD Holdings Inc., two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where MA and PDD diverge most: on debt / equity, MA reads 2.82 and PDD reads 0.00; on return on equity, MA reads 231.6% and PDD reads 23.7%. The rest of the comparable metrics sit closer together. What MA's price implies is a somewhat stretched bet versus history (whole-company basis). What PDD's price implies is an extreme bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | MA | PDD |
|---|---|---|
| Price | $526.27 | $85.11 |
| Market cap | $470.0B | $504.7B |
| Sector | Internet Retail | Internet Retail |
| Stage | Mature | Growth |
| Implied growth (priced in) | +22.1% | — |
| P/E | 30.5 | — |
| P/B | 69.91 | — |
| P/S | 13.85 | — |
| EV/EBITDA | 23.1 | — |
| Revenue growth | +16.8% | +45.5% |
| Operating margin | 58.4% | 21.6% |
| Net margin | 45.9% | 22.7% |
| Return on equity | 231.6% | 23.7% |
| Return on assets | 29.7% | 15.5% |
| Return on invested capital | 61.7% | 18.4% |
| FCF yield | 3.8% | — |
| Dividend yield | 0.6% | — |
| Debt / equity | 2.82 | 0.00 |
| Current ratio | 0.98 | 2.43 |
| Altman Z (solvency) | 9.30 | 8.39 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.