COMPARE · Reviewed August 3, 2026
PDD vs RVLV
Verdict: Side-by-side breakdown using the Bull Rankings model. PDD scored 69.8, RVLV scored 66.5 — PDD leads.
Compare another set
Different reporting periods. RVLV's fundamentals are as of March 2026, but PDD's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
PDD
PDD Holdings Inc.
69.8
$90.93 · $129.4B
fundamentals as of
Score gap
3.3
PDD leads
RVLV
Revolve Group, Inc.
66.5
$25.82 · $1.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
PDD
stronger →← stronger
RVLV
89
Qualityreturns · margins · balance sheet
61
87
Growthrevenue & earnings expansion
82
79
Valuevaluation vs sector peers
59
PDD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
PDD
RVLV
$15.8bA-
FCF
$49mC-
+9.7%B
Rev
+10.0%B
0.01A
D/E
0.06A
9.4xA
P/E
28.7xC+
0.82B+
PEG
1.08B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
PDD
RVLV
62% below
Price vs fair valuelower is cheaper
190% above
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~40%/yr
+111%
1-yr DCF upside
-71%
+165%
5-yr DCF upside
-65%
+270%
10-yr DCF upside
-57%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PDD
Why this score
- Durable high returns
- Foreign reporter (CNY)
RVLV
No notable signals flagged.
The companies
PDDPDD Holdings Inc.
Why now
Internet Retail · market cap $129.4b. Down 35% from 52-week high of $139.41 — deep drawdown territory. PEG 0.82 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Buy with a mean 1-yr target of $116.45 (implying +28% upside).
Moat
Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 35% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
RVLVRevolve Group, Inc.
Why now
Internet Retail · market cap $1.8b. 18% off the 52-week high of $31.68. Revenue growing +10%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $29.69 (implying +15% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Beta 1.64 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.