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USConsumer Cyclical

Coupang LLC (CPNG)

US · Consumer Cyclical · Internet Retail

$14.46+0.42%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$8.86B
Revenue YoY
+3.9%
Net profit
$-570.0M
Profit YoY
-1881.2%
EPS
$-0.09
EPS estimate
$-0.26
Net margin
-6.4%

EPS came in at -0.09 against a street estimate of -0.26 — a beat of 65.4%.

Key statistics

Market cap
$26.35B
Forward P/E
73.5
P/B
9.09
Book value
$1.67
EPS (TTM)
$-0.42
52-week high
$34.08
52-week low
$14.38
50-day MA
$16.37
200-day MA
$18.99
Beta
1.15

Analyst view

Analysts rate Coupang LLC a buy (14 buy, 2 hold, 1 sell out of 17) with an average price target of $23.49.

From the latest earnings call · 2026-08-04

MIXED Q2 revenue grew 10% constant-currency, in line with guidance. Product Commerce margins compressed 390bps due to data incident recovery costs and capacity underutilization. Management confident in mid-2027 margin recovery. Q2 2026 Korea recovering from data incident with underlying 16% spend growth; Taiwan replicating Korea's playbook faster due to inherited technology and processes. Analysts pressed on margin recovery cadence and the gap between underlying 16% spend growth and 8% reported revenue. Management clarified it's mechanics of a missing customer cohort distorting comps, not demand softness. Fire impact addressed as non-disruptive to near-term operations but ~$246M asset exposure. 2026-08-04…

Full summary in the app.

Shareholding

Insiders
0.63%
Institutions
83.89%

Largest institutional holders

FundStake
SB INVESTMENT ADVISERS (UK) LTD16.11%
Baillie Gifford & Co Limited.4.38%
Dodge & Cox4.02%
BlackRock Inc3.61%
Morgan Stanley - Brokerage Accounts3.12%
Artisan Partners Limited Partnership2.81%
Tiger Technology Management LLC2.03%
Massachusetts Institute Of Technology1.62%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
COUPANG, INC. – Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Total net revenues Q2 2026: $8,856 million (vs. $8,524 million Q2 2025) — 3.9% year-ove
2026-08-04
Results announced · Q3 2026
COUPANG Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total net revenues: $8.9 billion, up 4% YoY on reported basis, up 10% on constant currency basis
2026-08-04
Shareholder vote results · Q2 2026
COUPANG, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 11, 2026 with 5,677,920,671 shares represented in person or by proxy •
2026-06-12
Company announcement · Q2 2026
COUPANG, INC. – FORM 8-K SUMMARY (June 10, 2026) HEADLINE NUMBERS • Korean Personal Information Protection Commission (PIPC) announced total adminis
2026-06-11
Quarterly report · Q1 2026
COUPANG, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Net Revenues Q1 2026: $8,504 million (up from $7,908 million in Q1 2025, +7.5% year-ov
2026-05-05
Results announced · Q2 2026
COUPANG Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total net revenues: $8.5 billion, up 8% YoY (8% constant currency) • Net loss attributable to st
2026-05-05
Proxy statement · Q2 2026
COUPANG, INC. 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect eight director nominees to the Board of Directors • P
2026-04-27
Annual report FY2025
COUPANG, INC. – 2025 FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization as of June 30, 2025: Approximately $33.6 billio
2026-02-26

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Data updated 2026-09-18.