DDL vs YJ
Dingdong (Cayman) Ltd. and Yunji Inc., side by side — 7 fiscal years reported in CNY, drawn from SEC filings.
Most recent reported year
| Metric | DDL | YJ |
|---|---|---|
| Revenue | CNY 24.4B | CNY 317.0M |
| Net income | CNY 231.7M | CNY -133.3M |
| Gross margin | · | 44.4% |
| Net margin | 1.0% | −42.0% |
| Return on equity | 25.2% | −13.2% |
| Diluted EPS | · | −CNY 0.07 |
| Dividend / share | · | · |
| Payout ratio | · | · |
| Free cash flow | CNY 357.8M | CNY -126.6M |
| Equity | CNY 1.0B | CNY 935.2M |
| Net debt / equity | −0.23× | −0.07× |
| Current ratio | 1.05× | 1.41× |
| Revenue CAGR 5y | 16.5% | −43.5% |
| Profit CAGR 5y | · | · |
DDL bills 76.8× the revenue of YJ, and YJ closed the last reported year at a loss.
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
7 years side by side
| Fiscal year | DDL | YJ |
|---|---|---|
| FY2025 | CNY 24.4B | CNY 317.0M |
| FY2024 | CNY 23.1B | CNY 417.7M |
| FY2023 | CNY 20.0B | CNY 640.2M |
| FY2022 | CNY 24.2B | CNY 1.2B |
| FY2021 | CNY 20.1B | CNY 2.2B |
| FY2020 | CNY 11.3B | CNY 5.5B |
| FY2019 | CNY 3.9B | CNY 11.7B |
Bottom line
| Fiscal year | DDL | YJ |
|---|---|---|
| FY2025 | CNY 231.7M | CNY -133.3M |
| FY2024 | CNY 304.4M | CNY -123.1M |
| FY2023 | CNY -91.3M | CNY -165.1M |
| FY2022 | CNY -806.9M | CNY -138.2M |
| FY2021 | CNY -6.4B | CNY -165.1M |
| FY2020 | CNY -3.2B | CNY -146.3M |
| FY2019 | CNY -1.9B | CNY -125.8M |
7 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +CNY 24,042,872,000 | DDL |
| FY2024 | +CNY 22,648,603,000 | DDL |
| FY2023 | +CNY 19,331,010,000 | DDL |
| FY2022 | +CNY 23,067,119,000 | DDL |
| FY2021 | +CNY 17,965,765,000 | DDL |
| FY2020 | +CNY 5,805,530,000 | DDL |
| FY2019 | −CNY 7,791,912,000 | YJ |
The higher-revenue side has changed between DDL and YJ over this period. The gap has widened since the earliest year compared.
7 of 9 comparable fiscal years — a year missing data on either side is not counted.
7 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +43.0 pp | DDL |
| FY2024 | +30.8 pp | DDL |
| FY2023 | +25.3 pp | DDL |
| FY2022 | +8.7 pp | DDL |
| FY2021 | −38.1 pp | YJ |
| FY2020 | −25.3 pp | YJ |
| FY2019 | −47.2 pp | YJ |
The higher net margin has changed hands between DDL and YJ over this period.
7 of 9 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
DDL's net margin has been more volatile than YJ's over the 7 comparable fiscal years — 18.6 percentage points of standard deviation against 16.3.
7 of 9 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between DDL and YJ over these 7 fiscal years — DDL led in 4 and YJ in 3.
7 of 9 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
DDL's return on equity has been more volatile than YJ's over the 4 comparable fiscal years — 79.7 percentage points of standard deviation against 1.5.
4 of 6 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between DDL and YJ over these 4 fiscal years — DDL led in 2 and YJ in 2.
4 of 6 comparable fiscal years — a year missing data on either side is not counted.