Coupang has plenty of room to grow in South Korea, Taiwan, and other markets.

Discussion in 'Stocks' started by spy, Jun 5, 2025 at 6:15 PM.

  1. spy

    spy

    https://www.fool.com/investing/2025/06/04/2-stocks-that-could-turn-1000-into-5000-by-2030/

    Coupang, the U.S.-based tech company that owns South Korea's largest e-commerce marketplace, still trades about 20% below its IPO price from just over four years ago. But from the end of 2020 to the first quarter of 2025, its total number of active customers grew from 14.9 million to 23.4 million. It's also locked in more than 14 million subscribers with its Amazon Prime-like Wow subscriptions -- which provide discounts, free shipping options, streaming media services, and other perks.

    From 2020 to 2024, Coupang's revenue grew at a compound annual growth rate (CAGR) of 26%. That growth was fueled by upgrades for its Rocket Delivery, Rocket Fresh grocery, and Coupang Eats food delivery services; the roll out of its Coupang Play streaming media platform; its expansion into Taiwan; and its acquisition of the U.K. luxury marketplace Farfetch.

    The company also turned profitable in 2023 and 2024 as it expanded its higher-margin third-party marketplace, automated more of its services, and sold a higher mix of Farfetch's luxury products.

    From 2024 to 2027, analysts expect Coupang's revenue and EPS to increase at a CAGR of 13% and 130%, respectively. Those are impressive growth rates for a stock that trades at just 1.5 times this year's sales. South Korea's e-commerce market could still expand at a CAGR of 6.3% from 2025 to 2032, according to P&S Intelligence, and its expansion into Taiwan and other Asian markets could drive its longer-term growth.

    If Coupang can grow its annual revenue at a CAGR of 10% from 2024 to 2030 -- and trade at a more generous five times sales by the final year -- its market cap could rise more than fivefold and turn a $1,000 investment into $5,000. Even if it trades at about three times its forward sales like Amazon, its market cap would more than triple.

    Discuss.

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    Last edited: Jun 5, 2025 at 6:26 PM
    zdreg and TrailerParkTed like this.
  2. spy likes this.
  3. spy

    spy

    My exposure is disappearing tomorrow but it was easy money and presumably could creep into my purview again/soon.

    GL/HF
     
    vztrdr and TrailerParkTed like this.
  4. mervyn

    mervyn

    no, i had it in mid 30-40s back then, sold it for a tax loss.
     
  5. maxinger

    maxinger

    OK Discuss.

    It is very common for the professional writer to write
    after the price has already gone sky high.

    Coupang has gone up from 19 to 28.5 in just 2 months.
    What was the professional writer doing during the last 2 months?

    There are 2 ways to earn $$$ :

    - Buy low sell high
    - Buy very high sell even much more higher
     
    Last edited: Jun 5, 2025 at 8:25 PM
    spy likes this.
  6. spy

    spy

    News article writer or options writer? Because I can tell you exactly where I was on May 22 @ 11:37:34 EDT.
     
    Last edited: Jun 5, 2025 at 8:26 PM
  7. maxinger

    maxinger

    article writer
     
    spy likes this.
  8. Last edited: Jun 5, 2025 at 11:49 PM
    jys78 likes this.
  9. demoncore

    demoncore

    This sht so paint by numbers. $28 stock that moves glacially. Can't you start a passbook savings thread? fool.com links now?
     
  10. spy

    spy

    Lol, that's the goal.