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Stock Ratings / Consumer Discretionary / DDL / insiders
HNST (48) SFIX (19) QVCG (33) BWMX (52) ⌘ Pro Terminal β†’

Dingdong (Cayman) Limited (each two representing three ) (DDL) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$1.88 -2.59% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $1.87

Dingdong (Cayman) Limited (each two representing three ) (DDL) carries a Roarable Rating of D+ (Sell) with 53/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

πŸ“Š Historical Track Record: Scores of 53/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.9% avg 90D alpha vs SPY) β†’
ROARABLE D+ β€’ SELL / AVOID Cap $444.1M
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on DDL Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is DDL stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, Dingdong (Cayman) Limited (each two representing three ) (NYSE: DDL) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 53/100 at a spot price of $1.88 (-2.59% 1D, market cap $444.1M). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 18/20. Across 1011 tracked Consumer Discretionary issuers, DDL ranks #488 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does DDL compare to HNST and SFIX in the Consumer Discretionary sector?
β–Ό

Within the Consumer Discretionary sector (Catalog/Specialty Distribution), DDL carries a Roarable D+ (53/100 RQD), trailing P/E of 13.8x, gross margin of β€”, and ROIC of 65.3%. By comparison, HNST (The Honest Company Inc.) holds a D grade (48/100 RQD, P/E N/A, ROIC -18.2%, cap $447.4M) and SFIX (Stitch Fix Inc. (Class A)) posts a E grade (19/100 RQD, P/E N/A, ROIC -33.9%, cap $360.7M). Among the 5-stock peer group, DDL leads on earnings multiple (13.8x) while DDL leads on capital efficiency (65.3% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for DDL?
β–Ό

Per DDL's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001854545), Dingdong (Cayman) Limited (each two representing three ) generated $3.48B in revenue (+10.2% YoY), $33.1M in net income, and $51.2M in free cash flow against $1.00B in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $1.87 (-0.66%)🧬 Cannibal Buyback (-2.92% YoY Shares)βš™οΈ Cash Engine: 14/20 (B-) β€’ 1.5% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 53/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.9% avg 90D alpha vs SPY β€’ 50.6% hit rate β€” wait for RQD β‰₯ 70 breakout).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERSELL / AVOID β€’ D+
025507510053
2-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ Β· Rk D
Cash (14)Whales (3)SEC (10)Macro (8)CEO (18)
Each axis scored 0–20
12M PRICE TARGET CONE-2.1% Base Target
$4 Bull$2 Base$1 Bear
πŸ“¬ FREE DDL RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for DDL)Realized 20D OHLCV Swing Band: Β±6.7%
Deterministic 5-Pillar Attribution (53/100 Composite)
πŸ” WHY DDL SCORES 53/100 (D+) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (34% of score)

SEC Form 4 / 13F Thermometer: 86% Net Buy β€’ Cannibal Buyback (-2.92% YoY Shares)

β–² #2 Bullish Driver: Cash Engine Quality+14/20 pts (26% of score)

SEC XBRL FY 2025 (10-K): 1.5% FCF Margin ($51.2M FCF) & 52% Gross Margin

β–Ό #1 Drag / Risk Factor: Whale & Options Positioning4/20 pts (-16 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-16 pts vs max)

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
61
Grade C$2.20-3.2% Next Q
Q2 (-2Q)
58
Grade C$2.13-8.5% Next Q
Q3 (-1Q)
56
Grade C$1.95-3.6% Next Q
Current
53
Grade D+$1.88-0.9% Hist 90D Ξ±
Trajectory: C (61) β†’ D+ (53)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

βš”οΈ Adversarial Opposing Case: What Could Spark a DDL Turnaround Squeeze

Gideon Ashmere Forensic Desk β†’

While DDL currently carries a cautious 53/100 (D+) rating due to Whale & Options Positioning (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

πŸš€ Contrarian Squeeze Trigger #1

Company leadership has skin in the game with net positive insider conviction.

πŸš€ Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($2.15) and Max Pain ($1.97) forces dealer call-delta covering toward $3.58.

πŸš€ Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-2.92% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $DDLβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œDDL Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 53%NO 47%Trade / Inspect Odds β†’
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

DDL Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (DDL)

No recent open-market Form 4 cluster sales or emergency dumps flagged on DDL. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring DDL)

  • βœ“Walkthrough of DDL's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • βœ“3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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DDL // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -25.69%πŸ›‘οΈ HOLDING TREND SUPPORT
2026-11-03O $1.93H $1.93L $1.88C $1.88VOL 264.9K
RES: $2.17SUP: $1.86SMA50: $2.15SMA200: $2.43
$2.75$2.51$2.27$2.03$1.79RES $2.17SUP $1.86$1.882026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

DDL Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ DDL Butterfly Map β†’ + Track DDL β†’
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
5.4%/yr Implied 5Y Growth

vs. +10.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on DDL today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for DDL. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for DDL today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (DDL)

Consumer Discretionary Rank #488 of 1011 βš”οΈ HNST vs DDL Full Matrix β†’

1. Head-to-Head Consumer Discretionary Peer Comparison (DDL vs. HNST, SFIX, QVCG, BWMX)

Industry: Catalog/Specialty Distribution (29 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Dingdong (Cayman) Limited (each two representing three ) (DDL) ranks #488 by composite RQD confidence (53/100, grade D+) and #598 by equity capitalization ($444.1M). Within this direct 5-issuer industry benchmark cohort, DDL leads on earnings valuation at 13.8x trailing P/E, while DDL leads on capital efficiency and profitability with 65.3% ROIC and β€” gross margin. DDL currently leads its immediate peer cohort in composite quantitative strength at 53/100 (D+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
DDL ACTIVE
Dingdong (Cayman) Limited (each two representing three )
D+ 53/100 13.8x β€” 65.3% -2.59% $444.1M Benchmark Subject
HNST
The Honest Company Inc.
D 48/100 β€” 33.3% -18.2% -9.15% $447.4M /hnst-vs-ddl β†’
SFIX
Stitch Fix Inc. (Class A)
E 19/100 β€” 44.4% -33.9% -2.17% $360.7M /sfix-vs-ddl β†’
QVCG
QVC Group Inc.
E 33/100 β€” 33.6% -35.0% -8.97% $345.0M /qvcg-vs-ddl β†’
BWMX
Betterware de Mexico S.A.P.I. de C.V.
D+ 52/100 β€” β€” β€” -1.58% $664.1M /bwmx-vs-ddl β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001854545

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Dingdong (Cayman) Limited (each two representing three ) (DDL) reported GAAP revenue of $3.48B (+10.2% vs. FY2024 revenue of $3.16B , and +23.8% cumulative change since FY2023) , GAAP net income of $33.1M, operating cash flow of $76.6M, and free cash flow of $51.2M (-55.1% YoY). On the balance sheet, DDL closed FY2025 with $1.00B in total assets against $0 in total debt (Altman Z-Score: 1.28, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $3.48B $33.1M $76.6M $51.2M $1.00B β€”
FY2024 (FY) 2024-12-31 $3.16B $41.7M $127.3M $113.8M $975.1M β€”
FY2023 (FY) 2023-12-31 $2.81B -$12.9M -$33.0M -$33.0M β€” β€”

3. DDL Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is DDL stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Dingdong (Cayman) Limited (each two representing three ) (NYSE: DDL) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 53/100 at a spot price of $1.88 (-2.59% 1D, market cap $444.1M). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 3/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 18/20. Across 1011 tracked Consumer Discretionary issuers, DDL ranks #488 in composite RQD confidence.

How does DDL compare to HNST and SFIX in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Catalog/Specialty Distribution), DDL carries a Roarable D+ (53/100 RQD), trailing P/E of 13.8x, gross margin of β€”, and ROIC of 65.3%. By comparison, HNST (The Honest Company Inc.) holds a D grade (48/100 RQD, P/E N/A, ROIC -18.2%, cap $447.4M) and SFIX (Stitch Fix Inc. (Class A)) posts a E grade (19/100 RQD, P/E N/A, ROIC -33.9%, cap $360.7M). Among the 5-stock peer group, DDL leads on earnings multiple (13.8x) while DDL leads on capital efficiency (65.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for DDL?

Per DDL's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001854545), Dingdong (Cayman) Limited (each two representing three ) generated $3.48B in revenue (+10.2% YoY), $33.1M in net income, and $51.2M in free cash flow against $1.00B in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is DDL trading relative to its 50-day, 200-day, and 52-week technical levels?

DDL last traded at $1.88 (-2.59% on volume of 264,932 shares), positioning the stock -12.56% below its 50-day simple moving average ($2.15) and -22.63% below its 200-day simple moving average ($2.43). Across its 52-week range of $1.65 to $3.41, DDL sits at the 13.1% percentile with a 14-day RSI of 31.7 (OVERSOLD (<32)) and an implied next-earnings move of Β±6.7% ($1.75 to $2.01).

DDL Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

Are DDL insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies DDL leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

Direct Sub-Reports: DDL RQD Cockpit DDL 12M Forecast DDL Earnings & Move DDL Dividends & DRIP DDL Insiders & 13F DDL Whale Options DDL Profit Sankey DDL News & Why
ROARABLE RATING BRIEF β€’ RQD 53/100 (D+) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

DDL β€” Dingdong (Cayman) Limited (each two representing three ): What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:36:13Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, DDL scores 53 out of 100, earning a letter grade of D+ and the verdict label "Roarable Sell β€” Weak Fundamentals / Trim." The five pillars break down as follows. Fundamental cash engine scores 14 of 20, citing ROIC of 65.3% and an FCF yield of 11.22%; this is the strongest pillar and suggests that, on the rating's measures, the business converts capital and cash flow efficiently relative to its size. Whale 13F flow scores 3 of 20, indicating weak institutional accumulation and options positioning in the rating's framework. Insider conviction scores 18 of 20, reflecting SEC Form 4 and Congressional PTR cluster flow that the rating treats as favorable. Macro regime fit scores 8 of 20, tied to a beta of 1.0 and the rating's sector sensitivity assessment. Forensic balance sheet scores 10 of 20, citing an Altman Z of 1.28, a Piotroski F of 6/9, and a Debt/Equity of 0.5.

For a prospective investor evaluating the stock today, the pillar mix points to a split picture: strong capital efficiency and insider signals on one side, weak institutional support, a middling macro fit, and a balance-sheet score that the rating considers only moderate. The overall verdict is a trim-oriented rating, meaning the rating's framework does not view the current setup as a favorable entry. Upside, in the rating's terms, would depend on institutional flow improving and balance-sheet strength firming; valuation tradeoffs are visible in the P/E and EV/EBITDA multiples alongside thin reported margins.

Snapshot

MetricValue
Price1.93
Market Cap$455.9M
P/E (TTM)13.8
Forward P/E12.8
EV/EBITDA7.4
EPS (TTM)0.14
Dividend Yield0%
Beta1.0
52-Wk Range$1.65 - $3.41
ROIC %65.3%

Open Questions

  • What drives the gap between FY 2024 and FY 2025 operating and net income, given revenue growth over the same period?
  • What are the reported total debt and EPS figures, which are listed as N/A in the financials?
  • What is the company's customer base, product mix, and revenue model within Catalog/Specialty Distribution?
  • What catalysts or news events, if any, are expected in the near term?
  • What explains the weak institutional flow score (3 of 20) despite favorable insider conviction?

DDL Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Dingdong (Cayman) Limited (each two representing three ) (DDL) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to DDL Debate Forum (3) ↓
🟑 MARKET WIRE Yahoo Finance β€’ 192d ago
Dingdong Files Its Annual Report on Form 20-F

Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced that it filed its Annual Report on Form 2

Read Full Source β†—
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

DDL Bull vs. Bear Conversation Board β€” What's Your Call at $1.88?

πŸ‚ 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON DDL 🐻 50% BEARISH CONVICTION
1. Pick Your Side on DDL:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk βš–οΈ DEBATE HOST 🎯 Target: $2.08 (+7.8%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is DDL (D+ β€’ RQD 53/100) a Buy at $1.93?

Welcome to the DDL (Dingdong (Cayman) Limited (each two representing three )) Roar Pit. Current RQD Composite is 53/100 (Roarable Sell β€” Weak Fundamentals / Trim) in Catalog/Specialty Distribution. Bulls point to capital efficiency (65.3% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

SH ShortSeller_Dan Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $1.47 (-23.8%)
Spot @ $1.93

Pump the brakes on DDL β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on DDL, but look at what you are paying: 13.8x trailing P/E with tightening sector spreads. Unless Dingdong (Cayman) Limited (each two representing three ) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

TA TapeReader_Pro Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $2.35 (+21.8%)
Spot @ $1.93

DDL cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on DDL, the market is fixating on short-term headline noise in Catalog/Specialty Distribution and ignoring the balance sheet and cash flow trajectory. At $1.93 (52-wk range $1.65 - $3.41), any beat on forward guidance forces shorts and underweight funds to chase.

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