PDD Holdings Inc. vs RELX PLC, two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where PDD and RELX diverge most: on revenue growth, PDD reads +45.5% and RELX reads +7.5%; on return on invested capital, PDD reads 18.4% and RELX reads 95.7%. The rest of the comparable metrics sit closer together. What PDD's price implies is a demanding bet versus history and the cohort (whole-company basis). What RELX's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | PDD | RELX |
|---|---|---|
| Price | $85.11 | $32.45 |
| Market cap | $504.7B | $59.5B |
| Sector | Internet Retail | Internet Retail |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +1.9% |
| P/E | 36.1 | 22.8 |
| P/B | 8.54 | 19.68 |
| P/S | 8.17 | 4.90 |
| EV/EBITDA | 36.5 | 12.4 |
| Revenue growth | +45.5% | +7.5% |
| Gross margin | — | 66.3% |
| Operating margin | 21.6% | 31.6% |
| Net margin | 22.7% | 21.7% |
| Return on equity | 23.7% | 87.0% |
| Return on assets | 15.5% | 14.1% |
| Return on invested capital | 18.4% | 95.7% |
| FCF yield | 3.0% | 6.0% |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 2.43 | 0.49 |
| Altman Z (solvency) | 8.39 | 3.36 |
| Piotroski F (quality) | 5 / 9 | 8 / 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.