Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Coupang, Inc.

CPNG · NYSE · Consumer

Fundamental quality

DEMANDING

46

out of 100

Coupang, Inc. is in full growth mode but not yet profitable: revenue is growing strongly (21.9% a year), but it doesn't translate into earnings yet. On fundamental quality it scores 46 out of 100, profiling it as a company with demanding fundamentals. Its weakest area is its financial strength (net debt 49.39× EBITDA). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Coupang is South Korea's Amazon: e-commerce with before-dawn delivery, streaming and food delivery, with a logistics density even Amazon doesn't match on its home turf. It trades in New York and is expanding its model to Taiwan and into luxury with Farfetch.

What will shape its future

  • Penetration of Korean spending: its customer buys ever more categories inside the ecosystem.
  • International expansion (Taiwan) and new bets, burning the Korean margin.
  • Korea's economy and demographics, its main market's ceiling.

Breakdown by area

I.Growth
86

Revenue growth: 21.9%

II.Profitability
30

Net margin: -2.2% · ROE: -25.7%

III.Financial health
23

Net debt/EBITDA: 49.39x · FCF: 0.3%

Source: SEC EDGAR · TTM through 30/06/2026

The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its financial strength drags it down the most.

Versus its sector

Percentile against the other 98 Consumer companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 8%
ROEbeats 4%
Growthbeats 85%
Cash generationbeats 7%
Less debtbeats 0%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Coupang, Inc. strengths

  • Revenue growing strongly (21.9% annualized).
  • It has turned profitable after years of losses.
  • Revenue rising without interruption since 2020.

Coupang, Inc. risks and weaknesses

  • Very high leverage (net debt of 49.39× EBITDA): more exposed to rates and to a rough patch.
  • No profits over the last twelve months (negative EPS).
  • Losses over the last twelve months (net margin of -2.2%).
  • Erratic free cash flow, with several years in the red.

Coupang, Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
202011,967-463-183-831
202118,406-1,543-1,085-2,863
202220,583-92-259-2,842
202324,3831,3601,756-4,511
202430,2681541,007-4,825
202534,534208522-5,670

Between 2020 and 2025, revenue went from $11,967M to $34,534M (+189%) and net income went from -$463M to $208M (+145%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+5.6%
  • Net income-701.4%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score6146
  • Net margin-0.5%-2.2%
  • ROE-4.2%-25.7%
  • Net debt/EBITDA-6.52×49.39×

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

This company doesn't pay a dividend: it reinvests all its earnings back into the business.

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Is Coupang, Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Coupang, Inc. a good company to invest in?

In terms of business quality, Coupang, Inc. scores 46 out of 100 in our analysis, placing it as a company with demanding fundamentals. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Coupang, Inc. a profitable company?

Over the last twelve months, no: Coupang, Inc. posts a negative net margin (-2.2%).

Does Coupang, Inc. have a lot of debt?

Yes, its leverage is high: net debt is 49.39 times its EBITDA.

Is Coupang, Inc. growing?

Its revenue has grown 21.9% annualized in recent years, and without interruption since 2020.

Does Coupang, Inc. generate cash?

Yes. It converts about 0.3% of its revenue into free cash flow.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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