Coupang (CPNG)
Runs Korea-centered commerce and delivery infrastructure alongside newer digital and international services.
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Combines owned-inventory retail and a third-party marketplace with integrated fulfillment and last-mile delivery, anchored by Korea’s Rocket services and WOW membership. Developing Offerings span food delivery, streaming, fintech, Taiwan retail, Japan delivery, and Farfetch luxury commerce, while Korean operations remain central to execution and regulation.
Runs an integrated commerce network that combines owned inventory, a third-party marketplace, fulfillment technology, and last-mile delivery. Product Commerce centers on Korea, where Rocket Delivery, Rocket Fresh, and WOW membership tie fast shipping, grocery, returns, and member benefits to shared infrastructure.
Developing Offerings include Coupang Eats, Coupang Play, fintech, Taiwan retail, Japan’s Rocket Now delivery service, and Farfetch’s global luxury marketplace. The model is being extended internationally in different forms rather than copied wholesale.
Execution depends on dense fulfillment and last-mile operations, especially in Korea, while customer data, labor, marketplace conduct, and competition practices sit under Korean regulatory oversight. Founder-controlled voting shares also limit other shareholders’ influence over major governance outcomes.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Deutsche Bank | Upgrade | ||
| Aug 5, 2026 | Jefferies | Target | Target: — | Target: $24 |
| Aug 5, 2026 | Mizuho Securities | Target | Target: $24 | Target: $22 |
| Aug 5, 2026 | Deutsche Bank | Upgrade | Target: $23 | Target: $21.50 |
| Jul 29, 2026 | Mizuho Securities | Target | Target: $25 | Target: $24 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $6.11B · Total debt $5.63B · Total assets $17.39B · Shareholders' equity $2.99B
- Revenue
- $8.86B
- Operating income
- −$556.0M
- Net income
- −$570.0M
No dividends on record.
| Institutions | 75.04% | 1.35B shares | |
|---|---|---|---|
| 647 holders · as of Jun 30, 2026 | |||
| Insiders | 12.41% | 223.11M shares | |
| 12 holders · as of Aug 11, 2026 | |||
| Other | 12.55% | 225.49M shares | |
| remainder | |||
1.80B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
SB Investment Advisers (UK) LtdInstitution | 16.11% | 289.54M A | as of Jun 30, 2026 |
Bom KimInsiderdirector, 10 percent owner, officer: CEO and Chairman | 9.15% | 164.41M A | filed Feb 14, 2025 |
Baillie Gifford & CoInstitution | 4.38% | 78.74M A | as of Jun 30, 2026 |
Dodge & CoxInstitution | 4.02% | 72.19M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 3.47% | 62.40M A | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Jonathan D. Lee | officer, other: Chief Accounting Officer | −5,519 | $16.10 |
| Aug 10, 2026 | Harold Rogers | officer: See Remarks | −192,110 | $16.18 |
| Mar 11, 2026 | Neil Mehta | director | +2,017,241 | $18.64 |
| Mar 12, 2026 | Neil Mehta | director | +3,000,000 | $18.68 |
| Mar 13, 2026 | Neil Mehta | director | +2,332,863 | $18.40 |
- Alibaba Group (ADR)
Cross-border commerce rival through AliExpress
- Netflix
Streaming rival for Korean audiences and subscription attention
- Uber
Restaurant-delivery rival in Japan through Uber Eats
- LuxExperience
Direct digital-luxury marketplace rival to Farfetch
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Coupang | $14.65 | +0.34% | $26.28B | — | 105.0 | 0.7 | +3.9% |
| Alibaba Group (ADR) | $116.53 | +0.21% | $277.46B | 26.3 | 17.7 | 1.8 | +14.7% |
| Netflix | $72.15 | −0.01% | $305.47B | 23.1 | 20.9 | 6.3 | +13.4% |
| Uber | $70.15 | +0.36% | $144.20B | 15.6 | 18.1 | 2.6 | +12.2% |
| LuxExperience | $9.39 | −0.11% | $1.33B | — | 783.1 | 0.5 | +9.5% |
| Median | 23.1 | 19.5 | 2.2 | +12.8% |