{"id":3534,"date":"2026-05-05T15:28:51","date_gmt":"2026-05-05T15:28:51","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/3534\/"},"modified":"2026-05-05T15:28:51","modified_gmt":"2026-05-05T15:28:51","slug":"is-coupang-inc-cpng-a-good-stock-to-buy-now-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/3534\/","title":{"rendered":"Is Coupang, Inc. (CPNG) A Good Stock To Buy Now?"},"content":{"rendered":"\n

Is CPNG a good stock to buy? We came across a bullish\u00a0thesis <\/a>on Coupang, Inc. on Compounding Your Wealth\u2019s Substack by Sergey. In this article, we will summarize the bulls\u2019 thesis on CPNG. Coupang, Inc.’s share was trading at $20.45 as of March 16th. CPNG\u2019s trailing and forward P\/E were 185.91 and 35.34, respectively according to Yahoo Finance.<\/p>\n

\"Instacart Instacart (Maplebear Inc.) (CART) in a Phase of Robust Growth and Improving Profitability <\/p>\n

Coupang, Inc., together with its subsidiaries, owns and operates retail business through its mobile applications and internet websites in South Korea and internationally. CPNG continues to demonstrate steady growth and expanding margins despite absorbing significant international investment, delivering $9.3 billion in revenue for Q3 2025, up 18% year over year, or 20% in constant currency. Gross profit rose 20% to $2.7 billion, with gross margin expanding 50 basis points to 29.4%, though sequentially lower due to seasonal costs.<\/p>\n

Read More:\u00a015 AI Stocks That Are Quietly Making Investors Rich<\/a> Read More:\u00a0Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential<\/a><\/p>\n

The company\u2019s product commerce segment remains the core earnings driver, generating $8.0 billion in revenue, up 16%, with gross profit rising 24% to $2.6 billion and gross margin expanding over 210 basis points to 32.1%. Segment-adjusted EBITDA increased 50% to $705 million, representing an 8.8% margin.<\/p>\n

Growth in developing offerings, particularly in Taiwan, weighed on near-term results, with revenue up 32% but adjusted EBITDA losses widening to $292 million, largely due to upfront investments in establishing market presence. Coupang\u2019s competitive strength in Korea is anchored by its logistics scale, operational efficiency, and strong customer loyalty, creating a durable moat that supports consistent profitability.<\/p>\n

Early adoption trends in Taiwan mirror the company\u2019s initial expansion in Korea, but require heavy investment to scale, introducing execution risk and near-term margin pressure. Management expects approximately 20% constant-currency revenue growth moving forward, balancing Korea\u2019s profitable operations against international expansion costs, while continuing to target annual margin expansion.<\/p>\n

Overall, Coupang presents a compelling growth story with a resilient core business in Korea, substantial upside potential from international markets, and an experienced management team capable of navigating the challenges of scaling operations abroad, offering investors an attractive combination of growth and margin expansion over the medium term.<\/p>\n

Previously, we covered a\u00a0bullish thesis<\/a>\u00a0on Coupang, Inc. (CPNG) by Brian Coughlin in April 2025, which highlighted its vertically integrated logistics, customer-centric operations, and expansion into high-margin categories. CPNG\u2019s stock price has depreciated by approximately 4.39% since our coverage. Sergey shares a similar view but emphasizes recent revenue growth, margin expansion, and early adoption trends in Taiwan, providing updated insight on international execution.<\/p>\n","protected":false},"excerpt":{"rendered":"Is CPNG a good stock to buy? We came across a bullish\u00a0thesis on Coupang, Inc. on Compounding Your…\n","protected":false},"author":2,"featured_media":3535,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[381],"tags":[426,469,3153,3025,33],"class_list":["post-3534","post","type-post","status-publish","format-standard","has-post-thumbnail","category-coupang","tag-coupang","tag-cpng","tag-gross-margin","tag-revenue-growth","tag-south-korea"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/3534","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=3534"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/3534\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/3535"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=3534"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=3534"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=3534"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}