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PDD vs. W: PDD vs. Wayfair Stock Comparison

How do PDD (PDD) and Wayfair (W) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

PDD (PDD) and Wayfair (W) both fall under the Consumer Discretionary Distribution & Retail industry group, but PDD is classified in Broadline Retail while W is classified in Specialty Retail.

Wayfair (W) trades as ordinary local shares, while PDD (PDD) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for PDD (PDD) and Wayfair (W)
Profile ItemPDDW
NamePDD Holdings Inc. American Depositary ReceiptWayfair Inc. Class A Common Stock
Country/RegionIrelandUnited States
GICS SectorConsumer DiscretionaryConsumer Discretionary
GICS Industry GroupConsumer Discretionary Distribution & RetailConsumer Discretionary Distribution & Retail
GICS IndustryBroadline RetailSpecialty Retail
GICS Sub-IndustryBroadline RetailHomefurnishing Retail
Market Capitalization118.18 billion USD15.29 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateJuly 26, 2018October 2, 2014
Security TypeADRCommon Stock

Price Performance

Cumulative Growth

PDD
W
GSPC
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PDD (PDD) vs. Wayfair (W), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for PDD (PDD) and Wayfair (W). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for PDD (PDD) and Wayfair (W). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for PDD (PDD) and Wayfair (W)
MetricPDDW
Total Return (1Y)-40.88%11.13%
Total Return (3Y, Annualized)-9.51%40.48%
Total Return (5Y, Annualized)-0.72%-13.87%

Risk Profile

Drawdown History

PDD
W
GSPC
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PDD (PDD) vs. Wayfair (W), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for PDD (PDD) and Wayfair (W). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

PDD (PDD) reports a negative beta of -0.08, suggesting inverse market sensitivity over the measurement window. That is uncommon for ordinary equities and can reflect commodity-linked or hedge-like exposure, but it can also come from statistical noise. Wayfair (W) has a non-negative beta of 3.07.

Risk profile metrics for PDD (PDD) and Wayfair (W)
MetricPDDW
Volatility (1Y, Annualized)33.85%69.34%
Beta (5Y)-0.083.07
Max Drawdown (5Y)-73.13%-91.36%
Avg. Volume (3M)6.15M2.27M

Risk-Adjusted Performance

Risk-Return Positioning

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PDD and W are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for PDD (PDD) and Wayfair (W)
MetricPDDW
Sharpe Ratio (1Y)-1.330.10
Sortino Ratio (1Y)-1.750.16

Profitability

ROE (TTM)

Capital efficiency shows on one side only: PDD (PDD) earns 22.75% on shareholders’ equity, ranked against its industry; Wayfair (W) has no ROE this period.

PDD

Consumer Discretionary Distribution & Retail industry group

22.75%

Max
62.17%
Q3
29.44%
PDD
22.75%
Median
15.69%
Q1
6.73%
Min
-12.16%

W

Consumer Discretionary Distribution & Retail industry group

--

Max
62.17%
Q3
29.44%
Median
15.69%
Q1
6.73%
Min
-12.16%
W
--
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PDD (PDD) vs. Wayfair (W): W does not report ROE, so it has no value marker; PDD is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Net Margin (TTM)

Wayfair (W) reports a negative net margin of -1.21%, usually indicating a net loss over the period. Meanwhile PDD (PDD) reports 20.43%, ranking against industry peers normally.

PDD

Consumer Discretionary Distribution & Retail industry group

20.43%

PDD
20.43%
Max
16.94%
Q3
8.69%
Median
3.55%
Q1
1.14%
Min
-9.41%

W

Consumer Discretionary Distribution & Retail industry group

-1.21%

Max
16.94%
Q3
8.69%
Median
3.55%
Q1
1.14%
W
-1.21%
Min
-9.41%
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PDD (PDD) vs. Wayfair (W): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

PDD (PDD) at 24.71% turns sales into operating profit above its industry’s benchmark range, while Wayfair (W) at 3.10% operates around its industry’s norm.

PDD

Consumer Discretionary Distribution & Retail industry group

24.71%

PDD
24.71%
Max
21.45%
Q3
10.89%
Median
5.57%
Q1
2.28%
Min
-7.12%

W

Consumer Discretionary Distribution & Retail industry group

3.10%

Max
21.45%
Q3
10.89%
Median
5.57%
W
3.10%
Q1
2.28%
Min
-7.12%
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PDD (PDD) vs. Wayfair (W): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for PDD (PDD) and Wayfair (W)
MetricPDDW
ROE (TTM)22.75%--
ROA (TTM)10.01%5.86%
Net Margin (TTM)20.43%-1.21%
Operating Margin (TTM)24.71%3.10%
Gross Margin (TTM)56.32%29.95%

Growth

Revenue Growth

Both PDD (PDD) at 9.65% and Wayfair (W) at 5.11% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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PDD (PDD) vs. Wayfair (W): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: PDD (PDD) reports EPS growth of -11.79%, ranked against its industry; Wayfair (W) has no EPS growth figure this period.

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PDD (PDD) vs. Wayfair (W): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for PDD (PDD) and Wayfair (W)
MetricPDDW
Revenue Growth (YoY)9.65%5.11%
Revenue Growth (3Y CAGR)49.00%0.65%
EPS Growth (YoY)-11.79%--
EPS Growth (3Y CAGR)45.15%--

Financial Strength

Current Ratio (MRQ)

PDD (PDD) at 2.62 carries current ratio above its industry’s typical mid-range, while Wayfair (W) at 0.67 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

PDD

Consumer Discretionary Distribution & Retail industry group

2.62

PDD
2.62
Max
2.62
Q3
1.75
Median
1.35
Q1
1.00
Min
0.48

W

Consumer Discretionary Distribution & Retail industry group

0.67

Max
2.62
Q3
1.75
Median
1.35
Q1
1.00
W
0.67
Min
0.48
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PDD (PDD) vs. Wayfair (W): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: PDD (PDD) carries debt-to-equity ratio of 0.01 against its industry range, while Wayfair (W) reports no figure this period.

PDD

Consumer Discretionary Distribution & Retail industry group

0.01

Max
3.93
Q3
2.14
Median
1.25
Q1
0.73
PDD
0.01
Min
0.01

W

Consumer Discretionary Distribution & Retail industry group

--

Max
3.93
Q3
2.14
Median
1.25
Q1
0.73
Min
0.01
W
--
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PDD (PDD) vs. Wayfair (W): W does not report debt-to-equity ratio, so it has no value marker; PDD is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Financial Strength Metrics

Financial strength metrics for PDD (PDD) and Wayfair (W)
MetricPDDW
Current Ratio (MRQ)2.620.67
Debt / Equity (MRQ)0.01--
Net Debt / EBITDA-4.566.93

Dividends

Dividend Yield (TTM)

Neither PDD (PDD) nor Wayfair (W) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

PDD

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
5.84%
Q3
2.50%
PDD
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

W

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
5.84%
Q3
2.50%
W
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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PDD (PDD) vs. Wayfair (W): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

Neither PDD (PDD) nor Wayfair (W) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

PDD

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
72.73%
Q3
32.44%
PDD
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

W

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
72.73%
Q3
32.44%
W
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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PDD (PDD) vs. Wayfair (W): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for PDD (PDD) and Wayfair (W)
MetricPDDW
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: PDD (PDD) trades at 9.34 times trailing earnings, ranked against its peers, while Wayfair (W) has no P/E ratio this period.

PDD

Consumer Discretionary Distribution & Retail industry group

9.34

Max
40.50
Q3
24.26
Median
19.23
Q1
12.64
PDD
9.34
Min
4.67

W

Consumer Discretionary Distribution & Retail industry group

--

Max
40.50
Q3
24.26
Median
19.23
Q1
12.64
Min
4.67
W
--
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PDD (PDD) vs. Wayfair (W): W does not report P/E ratio, so it has no value marker; PDD is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

P/S Ratio (TTM)

PDD (PDD) at 0.26 sits in the cheaper P/S ratio quartile while Wayfair (W) at 1.16 prices around its industry’s middle — PDD costs less per dollar of sales, though read it alongside growth and margins.

PDD

Consumer Discretionary Distribution & Retail industry group

0.26

Max
4.32
Q3
1.99
Median
0.70
Q1
0.26
PDD
0.26
Min
0.03

W

Consumer Discretionary Distribution & Retail industry group

1.16

Max
4.32
Q3
1.99
W
1.16
Median
0.70
Q1
0.26
Min
0.03
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PDD (PDD) vs. Wayfair (W): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

Wayfair (W) reports a negative P/B ratio of -5.43, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile PDD (PDD) reports 1.74, ranking against industry peers normally.

PDD

Consumer Discretionary Distribution & Retail industry group

1.74

Max
10.96
Q3
5.26
Median
2.16
PDD
1.74
Q1
1.08
Min
-4.45

W

Consumer Discretionary Distribution & Retail industry group

-5.43

Max
10.96
Q3
5.26
Median
2.16
Q1
1.08
Min
-4.45
W
-5.43
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PDD (PDD) vs. Wayfair (W): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for PDD (PDD) and Wayfair (W)
MetricPDDW
P/E Ratio (TTM)9.34--
P/S Ratio (TTM)0.261.16
P/B Ratio (MRQ)1.74-5.43
Free Cash Flow Yield (TTM)63.15%3.12%