Dingdong (Cayman) Limited (DDL)

NYSE: DDL · Retail-Catalog & Mail-Order Houses · Shanghai, CN · filing with the SEC since 2021

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Grade5.2

◀ Past 5.8● Present 5.1▶ Future 5.0

2 est.

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The grade of Dingdong (Cayman) Limited

Nine metrics read from its own filings, by tense

Headline grade

5.2/10

◀ Past5.825% of the headline

● Present5.145% of the headline

▶ Future5.030% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 7 read as filed from the record and 2 are SI estimates, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.8/1025% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed

7.8/10

Has it survived what it has been through?

No warning events in its filings since 2021.

weight 45% of this tense · 78th percentile among 29 sector filers · read for itself

From the record

Dingdong (Cayman) Limited's filings since 2021 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

5.8/10

What has it actually done, year after year?

+35.8% a year over 7 filed years; profitable in 2 of 7.

weight 33% of this tense · 58th percentile among 29 sector filers · read for its customers

From the record

Dingdong (Cayman) Limited's 7 filed years say what it did: revenue went from CNY 3.9 billion in fiscal 2019 to CNY 24 billion in fiscal 2025, up 35.8% a year; it rose in 5 of 6 years; the deepest fall was 18% from fiscal 2022 to fiscal 2023; net income was positive in 2 of 7 of those years (its annual reports).

What it rests on

revenue growth over the filed span35.8%top 12% of its family
the share of years revenue rosetop 40% of its family
the share of filed years with a profitbottom 47% of its family
the deepest fall from a revenue peak17.5%bottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate

1.9/10

How has it treated the people who own it?

SI estimate 1.9/10, confidence 35 of 100 (one part).

weight 22% of this tense · 19th percentile among 29 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, the cash returned against operating cash flow, which ranks in the bottom 19% of 29 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read: Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned: one part: cash returned against operating cash flow, the one part on file, ranked among 29 in its family.
Confidence: 35 of 100
What would change it: A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Dingdong (Cayman) Limited's shareholder treatment is put at 1.9 of 10 with a confidence of 35 of 100, because read from one part only, the cash returned against operating cash flow, which ranks in the bottom 19% of 29 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

5.1/1045% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

5.0/10

Is it financially healthy right now?

ROE 22%: 22¢ of profit per shareholder dollar. Leverage 85%: owes 85¢ per asset dollar.

weight 45% of this tense · 50th percentile among 29 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Dingdong (Cayman) Limited earned about 22 cents of profit for every dollar of shareholders' money. Leverage: it owed about 85 cents per dollar of assets (the filed statements).

What it rests on

what it owes per dollar of assetsbottom 26% of its family
return on equitytop 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed

5.3/10

How strong is its position in its industry?

top 47% of 29 in its family; net margin 1%.

weight 33% of this tense · 53rd percentile among 29 sector filers · read for its customers

From the record

Dingdong (Cayman) Limited's standing among 29 graded names in its industry family: revenue of CNY 24 billion in fiscal 2025 is not ranked by size, since the family reports in another currency; a net margin of 1% ranks in the top 40%; revenue growth of 0.2% a year over the last 3 filed years ranks in the bottom 47% (its annual reports).

What it rests on

net margin1.0%top 40% of its family
three-year revenue growth0.2%bottom 47% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate

4.7/10

What are the people in charge doing?

SI estimate 4.7/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 19 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 19 members with one.
What the record cannot read: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned: family median, 19 readings behind it.
Confidence: 20 of 100
What would change it: Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Dingdong (Cayman) Limited's leadership is put at 4.7 of 10 with a confidence of 20 of 100, because it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and its chief executive and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge, so the desk assumes the typical reading of its industry family, the median of 19 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

5.0/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed

4.3/10

How much room does it have to grow?

bottom 43% of 29 in its family for room to expand.

weight 22% of this tense · 43rd percentile among 29 sector filers · read for itself

From the record

Dingdong (Cayman) Limited's room to grow, from the newest filed statements (fiscal 2025): cash of CNY 1.1 billion against no long-term debt tagged leaves 15.8% of its assets as net cash, bottom 43% of its family; cash from operations less capital spending is 1.5% of revenue (bottom 43%) (its annual report).

What it rests on

cash less debt against assets15.8%bottom 43% of its family
cash from operations less capital spending against revenue1.5%bottom 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed

4.3/10

What could actually drive growth from here?

bottom 43% of 29 in its family for growth drivers.

weight 45% of this tense · 43rd percentile among 29 sector filers · read for its customers

From the record

Dingdong (Cayman) Limited's growth drivers, from the filed years to fiscal 2025: revenue grew 0.2% a year over the last three filed years against 35.8% over all 7, slowing (bottom 5% of its family); the newest year grew 5.6% (top 50%); capital spending grew 11.9% a year (top 25%) (its annual reports). Dingdong (Cayman) Limited reported 2 product lines in fiscal 2025: Product at CNY 24 billion (99%), Service at CNY 342 million (1%); 2 of 2 grew against the year before (its annual report).

What it rests on

three-year growth against the whole span-35.6 points a yearbottom 5% of its family
the newest year's revenue growth5.6%top 50% of its family
three-year growth of capital spending11.9%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed

6.5/10

Did its newest year beat what its own record pointed to?

top 35% of 25 in its family for expectations against reality.

weight 33% of this tense · 65th percentile among 25 sector filers · read for its shareholders

From the record

Dingdong (Cayman) Limited's newest year against its own record: revenue of CNY 24 billion in fiscal 2025 came in 8.2% above the CNY 23 billion its prior three years' pace pointed to (top 30% of its family); net income of CNY 232 million against a prior three-year average of CNY 198 million (top 10%); a net margin of 1% against -0.8% before (bottom 34%) (its annual reports).

What it rests on

revenue against the prior three years' pace8.2%top 30% of its family
net income against the prior three years' average+217%top 10% of its family
net margin against its prior average+1.8 pointsbottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton DDL · research, not advice