Dingdong (Cayman) Ltd(DDL)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
DDL Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Dingdong (Cayman) Ltd (DDL), a Consumer Discretionary sector company. DDL is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (FY 2025), Dingdong (Cayman) Ltd reports quarterly revenue of $3.5B, net income of $33.1M, an operating margin of 0.5%. Top institutional holders of DDL by reported 13-F value include Capital Today Evergreen Fund, L.P., Galileo (PTC) Ltd, SC CHINA HOLDING Ltd, based on the most recent SEC filings. DDL trades on the NYSE exchange and files with the SEC under CIK 1854545. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DDL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Dingdong (Cayman) Ltd directly from SEC EDGAR.
Revenue
FY 2025
$3.5B
Net Income
FY 2025
$33.1M
Free Cash Flow
FY 2025
$51.2M
Operating Margin
FY 2025
0.5%
ROIC
FY 2025
12.7%
AI Insight: DDL Financial Trends
Dingdong has slashed total debt by 72% from Q4 2022's peak, but equity has collapsed to just $149M — balance sheet repair remains incomplete.
• Total debt fell sharply from $4,238M in Q4 2022 to $872M in Q4 2025, a 79% reduction over three years.
• Equity eroded from $728M in Q4 2021 to a low of $54M in Q4 2023, recovered to $799M in Q4 2024, then collapsed again to $149M in Q4 2025.
• Revenue, net income, operating income, and operating cash flow are absent across all periods — trend visibility is severely limited.
⚠ Equity dropping from $799M in Q4 2024 to $149M in Q4 2025 suggests a large loss or write-down — demands explanation.
⚠ With equity at $149M and debt still at $872M, leverage remains elevated; any earnings shortfall could threaten solvency.
AI Insight: DDL Ratio Trends
Data too sparse for a reliable trend assessment — only D/E ratios are available across six periods.
• D/E fell sharply from 13.66 in Q4 2022 to 2.01 in Q4 2024, suggesting significant deleveraging over two years.
• D/E rebounded from 2.01 in Q4 2024 to 5.86 in Q4 2025, reversing the prior deleveraging trend.
⚠ No OpMargin, NPM, ROE, ROA, or ROIC data available — profitability and returns trajectory cannot be assessed.
⚠ D/E nearly tripled from 2.01 to 5.86 in one year; monitor whether leverage continues rising into 2026.
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Available Research
13F Pro tracks comprehensive data for Dingdong (Cayman) Ltd including:
Top Institutional Holders of DDL
Capital Today Evergreen Fund, L.P.
$30.5M11,879,332 shGalileo (PTC) Ltd
$30.1M11,716,130 shSC CHINA HOLDING Ltd
$26.3M10,091,839 shBoundless Plain Holdings Ltd
$20.5M7,989,001 shPLATINUM INVESTMENT MANAGEMENT LTD
$16.7M6,486,507 shVANGUARD CAPITAL MANAGEMENT LLC
$7.9M3,091,450 shAllspring Global Investments Holdings, LLC
$7.8M3,020,244 shConnor, Clark & Lunn Investment Management Ltd.
$7.7M2,991,782 shBARCLAYS PLC
$7.3M2,853,663 shRENAISSANCE TECHNOLOGIES LLC
$3.6M1,403,400 sh
| Fund | Value | Shares |
|---|---|---|
| Capital Today Evergreen Fund, L.P. | $30.5M | 11,879,332 |
| Galileo (PTC) Ltd | $30.1M | 11,716,130 |
| SC CHINA HOLDING Ltd | $26.3M | 10,091,839 |
| Boundless Plain Holdings Ltd | $20.5M | 7,989,001 |
| PLATINUM INVESTMENT MANAGEMENT LTD | $16.7M | 6,486,507 |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.9M | 3,091,450 |
| Allspring Global Investments Holdings, LLC | $7.8M | 3,020,244 |
| Connor, Clark & Lunn Investment Management Ltd. | $7.7M | 2,991,782 |
| BARCLAYS PLC | $7.3M | 2,853,663 |
| RENAISSANCE TECHNOLOGIES LLC | $3.6M | 1,403,400 |
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Popular Research
Is DDL a good stock to buy?
13F Pro's AI-powered analysis of Dingdong (Cayman) Ltd (DDL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DDL are available on the DDL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own DDL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DDL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Dingdong (Cayman) Ltd's investment landscape.