DiDi Global Inc.

DIDIY
About the company

DiDi Global Inc. operates a mobility technology platform that provides various mobility and other services in the People's Republic of China, Brazil, Mexico, and internationally. The company operates through three segments: China Mobility, International, and Other Initiatives. It offers ride hailing, chauffeur, hitch, online taxi, and other forms of shared mobility services; food delivery and financial services; and bike and e-bike sharing, energy and vehicle, intra-city freight, and autonomous driving services.

Country: Cayman IslandsPrice: $3.30Market Cap: $14.9B

Investment snapshot

24%positive consensus
Scored 1d ago

Positive

4

BUY / PASS

Neutral / negative

2 / 10

NEUTRAL / FAIL

Median fair value

$5.87

+77.9% vs price

Models with upside

0 / 17

Positive margin of safety

Strongest signal

11 of 12 pass — Buffett objects

Key risk

No clean pass — all 13 investors flag at least one valuation criterion

Framework analysis

VerdictMeaning
BUYPositive purchase signal: the framework's buy requirements are met.
PASSThe company clears the framework's checklist or screen, but the framework does not produce a buy signal. For valuation frameworks this often means margin of safety is missing, insufficient, or unavailable; some screen-only frameworks have no intrinsic-value BUY state.
NEUTRALNeither a positive nor negative conclusion. It does not mean to hold an existing position.
FAILThe company does not clear the framework's requirements.
RankedRanked strategies do not use PASS: selected cohort is BUY, outside the cohort is FAIL, and unranked is NEUTRAL.

Current investor scores use trailing 12-month flows and the latest balance sheet where supported. Multi-year and EPS tests retain annual history; each framework shows its financial basis below. Intrinsic values use annual financials.

MetricGraham

Defensive Value

Buffett

Quality Compounder

Lynch

GARP

Greenblatt

Magic Formula

Piotroski

F-Score

Dreman

Contrarian Value

Munger

Quality Focus

Pabrai

Dhandho Framework

Akre

Three-Legged Stool

Marks

Risk-Aware Value

Ackman

Activist Value

Templeton

Global Bargain Hunter

Sleep

Scale Economies Shared

Asness

Systematic Factors

Neff

Low-P/E Total Return

Schloss

Asset-Value Discipline

O'Shaughnessy

Systematic Factor Composite

VerdictFAILFAILFAILFAIL · Rank #1672 (Top 54%)BUYPASSPASSFAILFAILFAILPASSNEUTRALFAILFAILFAILFAILNEUTRAL
Score
AnalysisChecking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…Checking access…
Intrinsic Value (annual)N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
Margin of Safety-124.9%N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
Financial Basis

Annual history · FY 2024

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024 · Market data at 2026-11-01

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2024

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Qualitative assessment · Annual history · FY 2024

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024 · Qualitative assessment

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024 · Qualitative assessment

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024 · Market data at 2026-11-01

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024 · Price history 2025-01-01–2026-11-01

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024 · Qualitative assessment

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024 · Price history 2025-01-01–2026-11-01

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Annual history · FY 2024 · Price history 2025-01-01–2026-11-01

Latest source filing: 2025-04-18

Score computed: 2026-11-14

Where It Passes

  • Debt & Leverage92% pass✓ 14✗ 1▾

    11 of 12 pass — Buffett objects

    LT Debt vs Net Current AssetsLT Debt $99.9M vs NCA $3.6B
    ✓GrahamLT Debt <= Net Current Assets
    Debt/Equity & Interest CoverageD/E: 0.01, IC: N/A
    ✗BuffettD/E < 0.5 AND Interest Coverage > 5x
    Total Debt / Equity0.01
    ✓Lynch< 0.33
    Cash - Long-term Debt$1.2B
    ✓LynchPositive preferred
    LT Debt / Total Assets Change0.72% -> 0.51%
    ✓PiotroskiDecreased YoY
    Current Assets / Current Liabilities1.61
    ✓Dreman> 1.5✓SchlossCurrent ratio >= 1.50x (app cutoff)
    Total Debt / Shareholders' Equity0.01
    ✓Dreman< 0.8✓Templeton< 1.0 (fixed cap; proxy for below-sector-median leverage)✓SchlossD/E < 1.00x
    Debt Levels0.01
    ✓MungerDebt/Equity < 0.5✓AkreDebt/Equity < 0.3
    Interest Coverage & Debt/EBITDAIC=N/A (no interest expense), D/EBITDA=0.1x
    ✓MarksInterest Coverage > 3x; Debt/EBITDA < 4x
    Total Debt / Shareholders Equity0.01
    ✓Ackman<= 1.0
    Negative debt-to-equity (higher means less debt)-0.0074; #567/4210 (top 13.5%)
    ✓AsnessTop 30% of eligible cross-section

Where It Falls Short

  • Valuation0% pass✓ 6✗ 22▾

    No clean pass — all 13 investors flag at least one valuation criterion

    Price / Book Value per Share1.2x
    ✓Dreman< 1.2x✓Templeton< 1.5x✗SchlossP/B <= 0.80x (app cutoff)
    Price / 3-yr avg EPS
    ✗Graham<= 15x
    Price-to-Book Ratio1.2x
    ✓Graham<= 1.5x
    P/E x P/B
    ✗Graham<= 22.5
    Basic earnings-growth PEG (dividends excluded)P/E 95.4x (growth N/A)
    ✗Lynch< 1.0 (ideally < 0.5)
    EBIT / Enterprise Value1.9%
    ✗Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=1.9%, ROC=8.8%
    ✗GreenblattBoth EY > 10% and ROC > 25%
    Price / EPS95.4x
    ✗Dreman< 12x✗Templeton< 12x (fixed ceiling; proxy for the market's cheapest 40%)
    Price / (CFO / Shares)18.2x
    ✗Dreman< 8x
    Valuation ReasonablenessP/E=95.4x, OE Yield=3.8%
    ✗MungerP/E < 25 or Owner Earnings Yield > 5%
    P/E or FCF YieldP/E=95.4x
    ✗PabraiP/E < 15 or FCF Yield > 10%
    P/B or P/E vs. Historical AverageP/E=95.4x, P/B=1.2x
    ✓MarksP/E < 15 or P/B < 2.0
    Discount to Intrinsic ValueN/A (negative normalized EPS)
    ✗Marks>= 20% below intrinsic value
    Price / FCF per Share
    ✗Ackman<= 25
    Price vs. Trailing Low106% of trailing low ($12.40)
    ✓Templeton<= 120% of trailing low (certified split-adjusted live window)
    Net income / market capitalization+1.16%; #2942/6340 (top 46.4%)
    ✗AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-section
    Positive book equity / market capitalization+0.9081; #1663/6449 (top 25.8%)
    ✓AsnessTop 30% of eligible cross-section
    Price / Diluted EPS95.4x
    ✗NeffP/E <= 15x (app proxy for a P/E 40%-60% below the market)
    (EPS CAGR % + Dividend Yield %) / P/E
    ✗Neff> 0.7 (Neff's published traditional edge)
    Price / Tangible Book Value per Share2.28x
    ✗SchlossP/TBV <= 1.00x (app cutoff)
    Book Value per Share Change
    ✗SchlossLatest BVPS >= earliest BVPS over >= 3 years (app rule)
    Revenue / market capitalization+1.9050; #1132/5247 (top 21.6%)
    ✗OshaughnessyTop 10% of eligible cross-section
    (Operating cash flow - capex) / market capitalization
    ✗OshaughnessyTop 10% of eligible cross-section
    Trailing six-month price return through the evaluation date-13.84%; #3650/6202 (top 58.9%)
    ✗OshaughnessyTop 10% of eligible cross-section
  • Growth0% pass✓ 3✗ 10▾

    No clean pass — all 8 investors flag at least one growth criterion

    EPS Growth (3-yr avg, 10-yr window)N/A (negative base EPS)
    ✗Graham>= 33% growth
    Basic earnings-growth PEG (dividends excluded)P/E 95.4x (growth N/A)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    Inventory Growth vs Revenue GrowthN/A (no inventory)
    ✓LynchInventory growth < Revenue growth
    EPS Growth Direction$-13.83 (2019) -> $0.14 (2024)
    ✓DremanPositive over recent years
    EPS CAGR
    ✗Dreman> 5% annualized
    Positive Net Income Frequency2/6 years positive
    ✗MarksPositive net income in >= 7 of last 10 years
    3yr Median Revenue Growth4.7%
    ✗Ackman>= 5%
    Positive EPS Growth Frequency4/5 years with positive EPS growth
    ✓AckmanPositive EPS growth in >= 3 of last 5 years
    5-Year EPS CAGR
    ✗Templeton> 0% (5-year EPS CAGR)
    Revenue growth vs. gross and operating margin trendgross margin 17.8% -> 18.3%, operating margin -12.7% -> 0.9%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    5-year Revenue CAGR5.0%
    ✗SleepCAGR > 7%
    3-5 Year Diluted EPS CAGR
    ✗Neff7%-20% annualized
  • Profitability13% pass✓ 8✗ 27▾

    14 of 16 flag DIDIY's profitability — Graham, Buffett, Lynch +11 more

    Positive EPS (10 years)1/7 years positive
    ✗GrahamPositive EPS every year for 10 years
    EPS Growth (3-yr avg, 10-yr window)N/A (negative base EPS)
    ✗Graham>= 33% growth
    Net Income Positive (10+ years)2/7 years positive
    ✗BuffettPositive every year for 10+ years
    ROE (up to 5-year arithmetic mean)-16.8%
    ✗Buffett> 15% arithmetic mean (app rule)
    Operating Margin (10-yr trend)0.9% (latest)
    ✓BuffettStable or rising over 10 years
    Free Cash Flow Proxy$337.9M
    ✓BuffettPositive and growing
    Earnings Variance (10-yr CoV)N/A (negative mean EPS)
    ✗BuffettCoV < 0.3
    Retained Earnings Effectiveness
    ✗Buffett$1 retained -> > $1 market value created
    Basic earnings-growth PEG (dividends excluded)P/E 95.4x (growth N/A)
    ✗Lynch< 1.0 (ideally < 0.5)
    3-5 Year EPS CAGR
    ✗Lynch15-30% (Fast Grower); > 0% to pass
    ROE1.3%
    ✗Lynch> 15%
    EBIT / Enterprise Value1.9%
    ✗Greenblatt> 10%
    Earnings Yield + ROC AssessmentEY=1.9%, ROC=8.8%
    ✗GreenblattBoth EY > 10% and ROC > 25%
    Net Income / Total Assets0.87%
    ✓PiotroskiROA > 0
    ROA Change YoY0.34% -> 0.87% (delta: +0.53%)
    ✓PiotroskiCurrent ROA > Prior ROA
    (CFO / Total Assets) vs ROACFO/Assets=4.49%, ROA=0.87%
    ✓PiotroskiCFO/Assets > ROA
    Gross Margin Change YoY15.3% -> 18.3%
    ✓PiotroskiImproved YoY
    Pre-Tax Income / Revenue0.6%
    ✗Dreman>= 8%
    Net Income / Shareholders' Equity1.3%
    ✗Dreman> 12%
    Margin of SafetyP/E=95.4x, P/B=1.2x
    ✓PabraiP/B < 1.5 or P/E < 15
    Return on Equity-7.7% (3-yr avg)
    ✗AkreROE > 20% (3-year avg)
    Discount to Intrinsic ValueN/A (negative normalized EPS)
    ✗Marks>= 20% below intrinsic value
    Positive Net Income Frequency2/6 years positive
    ✗MarksPositive net income in >= 7 of last 10 years
    Operating Income / Revenue0.9%
    ✗Ackman>= 15%
    Net Income / Shareholders Equity1.3%
    ✗Ackman>= 15%
    5-Year EPS CAGR
    ✗Templeton> 0% (5-year EPS CAGR)
    Operating Margin Trend-12.7% (2022) -> 0.9% (2024)
    ✓TempletonNon-negative operating-margin trend over 3 years
    Revenue growth vs. gross and operating margin trendgross margin 17.8% -> 18.3%, operating margin -12.7% -> 0.9%
    ✗SleepRevenue rising; gross margin flat or falling; operating margin holding
    Net income / market capitalization+1.16%; #2942/6340 (top 46.4%)
    ✗AsnessTop 30% of eligible cross-section✗OshaughnessyTop 10% of eligible cross-section
    Gross profit / total assets+26.27%; #1641/3702 (top 44.3%)
    ✗AsnessTop 30% of eligible cross-section
    Net income / positive book equity+1.28%; #2820/5226 (top 54.0%)
    ✗AsnessTop 30% of eligible cross-section
    Negative 5-year standard deviation of ROA-0.1251; #3753/5884 (top 63.8%)
    ✗AsnessTop 30% of eligible cross-section
    3-5 Year Diluted EPS CAGR
    ✗Neff7%-20% annualized
    Positive Diluted-EPS Years1/6 years positive
    ✗Schloss>= 70% positive over 5-10 observed years (app rule)
  • Efficiency13% pass✓ 2✗ 9▾

    7 of 8 flag DIDIY's efficiency — Graham, Buffett, Greenblatt +4 more

    Current Ratio1.61
    ✗Graham>= 2.0
    ROIC (3-5 yr avg)-19.2%
    ✗Buffett> 10%
    ROIC - WACC-29.2%
    ✗BuffettPositive (WACC = 10%)
    EBIT / (NWC + Net Fixed Assets)8.8%
    ✗Greenblatt> 25%
    Current Ratio Change YoY2.29 -> 1.61
    ✗PiotroskiIncreased YoY
    Revenue / Total Assets Change YoY1.34x -> 1.44x
    ✓PiotroskiImproved YoY
    Current Assets / Current Liabilities1.61
    ✓Dreman> 1.5
    Return on Invested Capital1.5%
    ✗Munger> 15%
    ROIC (high and growing)FY2022: ROIC=-14.7%; FY2023: ROIC=-4.3%; FY2024: ROIC=1.5%
    ✗AkreLatest 3 consecutive FYs: ROIC > 15% in each
    Reinvestment Rate x ROIC1.5% (RR=100% x ROIC=1.5%)
    ✗AkreReinvestment Rate * ROIC > 10%
    ROIC (5-year)0/4 years above 12% (latest 1.5%)
    ✗SleepROIC > 12% in a majority of years
  • Verdicts27% pass✓ 4✗ 11▾

    Split decision: 10 FAIL · 3 PASS · 2 NEUTRAL · 1 BUY

    Overall verdict
    ✗GrahamFAIL (3/9)✗BuffettFAIL (2/9)✗LynchFAIL (4/7)✗GreenblattRank #1672✓PiotroskiBUY (F-Score 8)✓DremanPASS (5/11)✓MungerPASS (2/4)✗PabraiFAIL (1/3)✗AkreFAIL (1/6)✗MarksFAIL (2/5)✓AckmanPASS (4/9)•TempletonNEUTRAL (5/8)✗SleepFAIL (2/6)✗AsnessFAIL (Rank #1333/2370 (Top 56.2%))✗NeffFAIL (1/6)✗SchlossFAIL (2/7)•OshaughnessyNEUTRAL (Not ranked)
  • Cash Flow30% pass✓ 4✗ 8▾

    7 of 10 flag DIDIY's cash flow — Dreman, Pabrai, Marks +4 more

    Free Cash Flow Proxy$337.9M
    ✓BuffettPositive and growing
    FCF Positive and Growing$745.4M
    ✓LynchPositive and growing
    Operating Cash Flow$884.4M
    ✓PiotroskiCFO > 0
    (CFO / Total Assets) vs ROACFO/Assets=4.49%, ROA=0.87%
    ✓PiotroskiCFO/Assets > ROA
    Price / (CFO / Shares)18.2x
    ✗Dreman< 8x
    P/E or FCF YieldP/E=95.4x
    ✗PabraiP/E < 15 or FCF Yield > 10%
    FCF Positive1/5 years FCF positive
    ✗MarksPositive FCF in majority of recent years
    (OCF - CapEx) / Market Cap
    ✗Ackman>= 4%
    Price / FCF per Share
    ✗Ackman<= 25
    Positive Operating Cash Flow frequency4/6 years positive
    ✗SleepPositive OCF in >= 70% of available years
    Operating Cash Flow - Capital Expenditures
    ✗Neff> $0 (app proxy for a strong fundamental case)
    (Operating cash flow - capex) / market capitalization
    ✗OshaughnessyTop 10% of eligible cross-section

Business & financials

Financial snapshot: annual FY 2024. Current investor scores may use newer quarterly data.

Company Profile

Industry: Business Services
Size: Large Cap($14.9B)
Revenue: $28.3B+4.7% YoY
Net Income: $172.4M+148.3% YoY

Financial Snapshot

Operating Margin0.9%
Return on Equity1.3%
Debt / Equity0.01
Current Ratio1.61
EPS (Diluted)$0.14
Buybacks (1y)$667.6M
Buybacks (2y)$683.4M
Shares Retired0.2% / −0.9% 2y

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ADPAUTOMATIC DATA PROCESSING INC
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Shareholder Return

Fiscal 2024

Retired 0.2% of shares last year, 0.9% issued over two.

Buybacks
$667.6M
Dividends
—

Company Financials

Latest TTM and quarters alongside annual years

TTM sums four consecutive quarters and uses the latest quarter-end balances. Quarter columns show three-month results; annual columns show full-year totals. Growth compares the same period a year earlier. EPS is not added for TTM; full-year ratios are blank for quarters.

MetricFY 2024
Sources
  • 20-F · 2025-04-18
FY 2023
Sources
  • 20-F · 2025-04-18
FY 2022
Sources
  • 20-F · 2025-04-18
FY 2021
Sources
  • 20-F · 2025-04-18
FY 2020
Sources
  • 20-F · 2022-05-02
Market Cap$14.9Bcurrent$4.3Best.$5.5Best.$4.3Best.$1.5Best.
Revenue$28.3B↑5%$27.1B↑34%$20.2B↓26%$27.3B↑26%$21.7B
Operating Income$266.2M↑133%-$807.8M↑68%-$2.6B↑66%-$7.6B↓260%-$2.1B
Net Income$172.4M↑148%$69.4M↑102%-$3.4B↑56%-$7.7B↓380%-$1.6B
EPS (Diluted)$0.14↑340%$-0.06↑98%$-2.93↑75%$-11.93↑22%$-15.35
Gross Margin18.3%↑19%15.3%↓14%17.8%↑82%9.8%↓13%11.2%
Operating Margin0.9%↑131%-3.0%↑76%-12.7%↑55%-27.9%↓186%-9.7%
ROE1.3%↑153%0.5%↑102%-25.0%↑43%-44.0%↓419%13.8%
Total Debt$99.9M↓92%$1.2B↑4292%$28.0M↓93%$377.1M↓31%$548.5M
Shareholders' Equity$13.5B↓2%$13.8B↑1%$13.7B↓22%$17.6B↑250%-$11.7B
Current Ratio1.61↓30%2.29↓9%2.52↓10%2.82↑8%2.60
Debt / Equity0.01↓92%0.09↑4268%0.00↓90%0.02↑146%-0.05
Operating Cash Flow$884.4M↓18%$1.1B↑178%-$1.4B↑35%-$2.1B↓1307%$174.4M
Free Cash Flow--$745.4M↑143%-$1.7B↑45%-$3.1B↓340%-$714.7M

Score history

Historical Score Timeline

Industry peers

Industry Peers

Similar companies in Business Services

DIDIY vs Peers — Financial Grading

Revenue$28.3BTop 25%
Net Income$172.4MMedian
ROE1.3%Bottom 25%
D/E0.01Top 25%
Op. Margin0.9%Bottom 25%
Curr. Ratio1.61Median
CompanyMarket CapPriceRevenueNet IncomeROED/EOp. MarginCurr. RatioGrahamBuffettLynchGreenblattPiotroskiDreman
AUTOMATIC DATA PROCESSING INCADP$122.3B$309.93$21.9B$4.4B73.2%0.8224.2%1.054/95/93/70/3F-Score 65/11
ELECTRONIC ARTS INC.EA$52.9B$209.70$7.5B$887.0M13.1%0.2215.4%1.051/94/94/70/3F-Score 66/11
Rubrik, Inc.RBRK$22.6B$109.88$1.3B$348.8M67.1%—-26.2%1.691/90/92/70/3F-Score 62/11
AECOMACM$9.1B$70.50$16.1B$561.8M22.5%1.096.4%1.141/93/93/71/3F-Score 82/11
COMMVAULT SYSTEMS INCCVLT$6.2B$152.07$1.2B$70.7M942.8%—6.3%1.951/92/94/70/3F-Score 66/11
WPP plcWPP$6.0B$27.79$18.2B$289.5M-8.5%1.942.8%0.891/92/91/70/3F-Score 32/11
VARONIS SYSTEMS INCVRNS$5.6B$48.94$623.5M$129.3M-21.6%0.76-23.5%1.971/90/91/70/3F-Score 51/11
ROBERT HALF INC.RHI$4.3B$42.00$5.4B$133.0M10.4%—1.4%1.532/95/91/70/3F-Score 52/11