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CPNG · NYSE · STOCK

Coupang, Inc.

Consumer Cyclical Updated August 11, 2026
$16.50
52W $14.92 – $34.08
55/100
$29.66B
-38.0
1.16
AI Committee Verdict
Watch
55/100
Conviction: Moderate · 60% agreement · 5 analysts
Moderate

Is CPNG Bullish or Bearish?

Mixed. Innellis AI committee rates Coupang, Inc. (CPNG) Watch with a composite score of 55/100 , based on 5 analysts with 60% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +4.93 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -15.07 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price-to-book of 9.3x prices in significant intangible value — Value
  • ROE of only -18.8% -- cheap may mean cheap for a reason — Value
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
55/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 68%
of 178 Consumer Cyclical peers
Value Analyst neutral
43 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− Price-to-book of 9.3x prices in significant intangible value
Growth Analyst bearish
40 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
Technical Analyst neutral
56 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
54.5
Neutral
MACD Histogram
0.084
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$14.92
Resistance
$19.61
Bollinger %B
0.66
Inside Bands
Price vs Moving Averages
EMA 9
$16.27 Above
EMA 21
$16.44 Above
EMA 50
$16.92 Below
EMA 200
$20.02 Below

Fundamental Analysis

Valuation
67
Profitability
14
Financial Health
18
Cash Flow
70
Valuation
P/E Ratio -38.0×
P/B Ratio 9.94×
PEG Ratio -2.07
Dividend Yield 0.00%
52W High $34.08
52W Low $14.92
Quality & Growth
ROE 449.9%
ROA 116.9%
Gross Margin 2835.4%
Operating Margin -177.1%
Revenue Growth YoY
Debt / Equity 1.89
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -38.0 (inexpensive relative to a 15-40x range); Price-to-book of 9.9x; PEG ratio of -2.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 4.5%; Return on assets of 1.2%; Net margin of -2.2%; Gross margin of 28.4%; Current ratio of 0.87 (tight short-term liquidity); Debt-to-equity of 1.89; Free cash flow per share is positive (0.06); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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