What is the 13F Pro Quality Score for CPNG?

13F Pro ranks Coupang, Inc. (CPNG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CPNG's current score at https://13fpro.ai/research/CPNG (free sign-up required for the full ranking).

Which hedge funds own the most CPNG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CPNG include SB INVESTMENT ADVISERS (UK) LTD, BAILLIE GIFFORD & CO, DODGE & COX. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/CPNG as soon as new 13F filings post.

Where does 13F Pro source CPNG data?

All Coupang, Inc. fundamentals and ownership data come directly from SEC EDGAR. Coupang, Inc. files with the SEC under CIK 1834584. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CPNG in?

Coupang, Inc. (CPNG) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is CPNG research updated on 13F Pro?

CPNG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Coupang, Inc.(CPNG)Stock Analysis

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13F Pro Quality Score

56.4/100

Rank #1,103 of 2,879 stocksTOP 50%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

78.1/100

Profitability

36.2/100

Balance Sheet

35.1/100

Earnings Quality

30.0/100

Free Cash Flow

40.6/100

Institutional Flow

77.0/100

Revenue Scale

95.9/100

Dilution Risk

49.0/100

CPNG Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Coupang, Inc. (CPNG), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CPNG at 56.4/100 on a 32-signal composite quality model, placing it at rank #1,103 of 2,879 stocks — the top half of the AI-ranked universe. CPNG scores in the top quartile across revenue scale (95.9), revenue growth (78.1), institutional flow (77.0). Areas of concern include earnings quality (30.0) and balance sheet strength (35.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 49.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Coupang, Inc. reports quarterly revenue of $8.5B, net income of $-266.0M, an operating margin of -2.9%. Top institutional holders of CPNG by reported 13-F value include SB INVESTMENT ADVISERS (UK) LTD, BAILLIE GIFFORD & CO, DODGE & COX, based on the most recent SEC filings. CPNG trades on the NYSE exchange and files with the SEC under CIK 1834584. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CPNG 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 Coupang, Inc. directly from SEC EDGAR. Coupang, Inc.'s 13F Pro composite quality score has ranged between 8 and 73 since 2022, currently 56.4 — an improving long-term trajectory across 52 quarterly and live scoring snapshots.

✦

Fun facts about Coupang, Inc.

Quirks, history, and lore behind CPNG — the kind of stuff that makes a stock memorable.

1
The Basics
An Asian e-commerce company · NYSE-listed · headquartered in South Korea · operates in the consumer discretionary sector.
2
The Numbers
Annual revenue exceeds $20 billion, making it one of the largest e-commerce players in its home market, yet it spent years burning cash to build out a proprietary logistics network.
3
The History
Founded around 2010, it grew by obsessing over ultra-fast delivery in a country famous for impatient shoppers — and eventually made overnight shipping feel slow.
4
The Secret
It runs its own last-mile delivery fleet of full-time couriers — nicknamed 'Rocket Men' — rather than outsourcing to third-party carriers, which is basically unheard of at this scale.
5
The Lore
Its founder Bom Kim dropped out of Harvard Business School to build it, and SoftBank's Masayoshi Son was an early backer who reportedly compared its potential to Amazon.
6
The Giveaway
South Korea's answer to Amazon, it promises Rocket Delivery — order before midnight, get it by dawn — and it even streams TV shows through its Rocket Play service.

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Revenue

Q1 2026

$8.5B

Net Income

Q1 2026

$-266.0M

Free Cash Flow

Q1 2026

$-112.0M

Operating Margin

Q1 2026

-2.9%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+41.6% YoY

$34.53BFY 2025

FY21 $18.41BFY22 $20.58BFY23 $24.38BFY25 $34.53B

Net Income

-84.7% YoY

$208.0MFY 2025

FY21 $-1.54BFY22 $-92.0MFY23 $1.36BFY25 $208.0M

Operating Income

+0.0% YoY

$473.0MFY 2025

FY21 $-1.49BFY22 $-112.0MFY23 $473.0MFY25 $473.0M

EPS (Diluted)

-85.3% YoY

$0.11FY 2025

FY21 $-1.08FY22 $-0.05FY23 $0.75FY25 $0.11

Total Assets

+33.3% YoY

$17.79BFY 2025

FY21 $8.64BFY22 $9.51BFY23 $13.35BFY25 $17.79B

Total Debt

+58.6% YoY

$1.61BFY 2025

FY21 $632.7MFY22 $971.4MFY23 $1.01BFY25 $1.61B

Op. Cash Flow

-33.1% YoY

$1.77BFY 2025

FY21 $-411.0MFY22 $565.0MFY23 $2.65BFY25 $1.77B

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$34.53B +41.6%	$24.38B +18.5%	$20.58B +11.8%	$18.41B +53.8%	$11.97B +90.8%	$6.27B
Net Income	$208.0M -84.7%	$1.36B +1578.3%	$-92.0M +94.0%	$-1.54B -233.1%	$-463.2M +33.5%	$-696.9M
Operating Income	$473.0M +0.0%	$473.0M +522.3%	$-112.0M +92.5%	$-1.49B -189.5%	$-516.0M +19.6%	$-641.9M
EPS (Diluted)	$0.11 -85.3%	$0.75 +1600.0%	$-0.05 +95.4%	$-1.08 +94.4%	$-19.16 +51.5%	$-39.48
Total Assets	$17.79B +33.3%	$13.35B +40.3%	$9.51B +10.1%	$8.64B +70.5%	$5.07B	—
Total Debt	$1.61B +58.6%	$1.01B +4.4%	$971.4M +53.5%	$632.7M +9.5%	$577.6M	—
Operating Cash Flow	$1.77B -33.1%	$2.65B +369.4%	$565.0M +237.5%	$-411.0M -236.3%	$301.6M +196.7%	$-311.8M

AI Insight: CPNG Financial Trends

Coupang's Q1 2026 operating loss of $242M and net loss of $266M mark the sharpest profitability reversal in the dataset, even as revenue holds near $8.5B.

• Operating income collapsed from $162M in Q3 2025 to $8M in Q4 2025 and then -$242M in Q1 2026 — a steep three-quarter deterioration.

• Revenue grew from $7,323M in Q2 2024 to a peak of $9,267M in Q3 2025, a 26% gain, but has since pulled back to $8,504M in Q1 2026.

• Operating cash flow dropped sharply to $82M in Q4 2025 and $184M in Q1 2026, well below the $664M–$792M range seen in prior quarters.

• Total debt surged from $401M in Q3 2024 to $2,289M in Q1 2026, more than a 5x increase in five quarters.

⚠ Debt jumped $681M quarter-over-quarter to $2,289M in Q1 2026 — rising leverage alongside negative net income is a key stress signal.

⚠ Operating CF of $184M in Q1 2026 versus an operating loss of $242M — monitor whether non-cash items or working capital are masking deeper cash burn.

⚠ Whether Q4 2025–Q1 2026 losses reflect one-time investment costs or structural margin pressure in newer business segments warrants close scrutiny.

AI Insight: CPNG Ratio Trends

Coupang's profitability reverses sharply in Q1 2026, with operating margin turning negative at -2.9% and ROIC collapsing to -42.3%.

• Operating margin swung from a peak of 3.9% in Q4 2024 to -2.9% in Q1 2026, erasing the prior recovery.

• ROIC deteriorated from 81.4% in Q4 2024 to -42.3% in Q1 2026, signaling rapid capital return destruction.

• Net profit margin turned negative at -3.1% in Q1 2026, the worst reading since Q2 2024's -1.1%.

• ROA fell to -6.1% in Q1 2026, reversing gains made through Q4 2024 and Q1 2025.

⚠ Q1 2026 margin deterioration across all metrics is steep — monitor whether Q2 2026 shows seasonal recovery or sustained pressure.

⚠ TTM operating margin of 0.2% masks severe Q1 2026 weakness; trend direction into mid-2026 is critical.

⚠ ROIC turned deeply negative in Q1 2026 at -42.3% after holding positive through most of 2025 — watch for stabilization.

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Available Research

13F Pro tracks comprehensive data for Coupang, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CPNG

SB INVESTMENT ADVISERS (UK) LTD
$5.5B289,542,259 sh
BAILLIE GIFFORD & CO
$2.3B120,656,242 sh
DODGE & COX
$1.4B72,008,120 sh
BlackRock, Inc.
$1.2B64,884,278 sh
MORGAN STANLEY
$1.1B56,145,303 sh
Capital International Investors
$836.4M44,309,107 sh
TIGER GLOBAL MANAGEMENT LLC
$653.2M34,595,407 sh
Artisan Partners Limited Partnership
$635.7M33,669,665 sh
Dragoneer Investment Group, LLC
$525.9M27,852,856 sh
GREENOAKS CAPITAL PARTNERS LLC
$485.3M25,704,927 sh

Fund	Value	Shares
SB INVESTMENT ADVISERS (UK) LTD	$5.5B	289,542,259
BAILLIE GIFFORD & CO	$2.3B	120,656,242
DODGE & COX	$1.4B	72,008,120
BlackRock, Inc.	$1.2B	64,884,278
MORGAN STANLEY	$1.1B	56,145,303
Capital International Investors	$836.4M	44,309,107
TIGER GLOBAL MANAGEMENT LLC	$653.2M	34,595,407
Artisan Partners Limited Partnership	$635.7M	33,669,665
Dragoneer Investment Group, LLC	$525.9M	27,852,856
GREENOAKS CAPITAL PARTNERS LLC	$485.3M	25,704,927

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Is CPNG a good stock to buy?

13F Pro's AI-powered analysis of Coupang, Inc. (CPNG) 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 CPNG are available on the CPNG 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 CPNG?

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 CPNG. 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 Coupang, Inc.'s investment landscape.