Dingdong (Cayman) (FRA:945) Moat Score: 3/10 (As of Jul. 11, 2026)


FRA:945 Dingdong (Cayman) Ltd FRA:945
17 GF Score
Price €1.78
GF Value €2.15
! 4 Warning Signs
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What is Dingdong (Cayman) Moat Score?

Dingdong (Cayman) FRA:945 +4.71% 17 Moat Score is 3 as of Jul. 11, 2026. GuruFocus rates FRA:945 with a GF Score™ of 17/100 and a GF Value™ of €2.15. The stock has 4 warning signs investors should review. Among 317 Retail - Defensive companies, Dingdong (Cayman) ranks better than 79.81% on this metric.

Dingdong (Cayman) has the Moat Score of 3, which implies that the company might have No Moat - Very weak/transient advantages.

Dingdong (Cayman) has No Moat: Dingdong operates in the highly competitive online grocery market with low switching costs and limited brand differentiation. It lacks significant cost advantages, intellectual property, or regulatory barriers, resulting in a weak competitive position.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Dingdong (Cayman) might have No Moat - Very weak/transient advantages.

Dingdong (Cayman)  (FRA:945) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Dingdong (Cayman) Moat Score Related Terms

FRA:945 vs DNUT, VLGEA, YSWY: Moat Score Comparison

For the Grocery Stores subindustry, Dingdong (Cayman)'s Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Dingdong (Cayman) Moat Score vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Dingdong (Cayman)'s Moat Score distribution charts can be found below:

* The bar in red indicates where Dingdong (Cayman)'s Moat Score falls into.


FRA:945
17GF Score
Dingdong (Cayman) Ltd FRA:945
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 3 mean?
Dingdong (Cayman) (FRA:945) has a Moat Score of 3 as of Jul. 11, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Dingdong (Cayman) ranks #64 out of 317 companies in the Retail - Defensive industry, placing it in the top 20.2%.
Is Dingdong (Cayman)'s Moat Score too high?
Dingdong (Cayman)'s current Moat Score is 3. Based on the distribution chart, Dingdong (Cayman) ranks #64 out of 317 companies in the Retail - Defensive industry, which is in the top quartile — a strong position relative to peers. Overall, Dingdong (Cayman) has a GF Score™ of 17/100, reflecting its overall financial health beyond just this single metric.
How does Dingdong (Cayman)'s Moat Score compare to DNUT and VLGEA?
According to the Retail - Defensive industry distribution chart, Dingdong (Cayman) ranks #64 out of 317 companies for Moat Score. This places Dingdong (Cayman) in the top 20% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Retail - Defensive company?
A good Moat Score depends on the Retail - Defensive industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Dingdong (Cayman)'s current Moat Score is 3. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Dingdong (Cayman) stock overvalued right now?
Dingdong (Cayman) (FRA:945) has a current Moat Score of 3. The stock's GF Value™ is €2.15, compared to a current price of €1.78 — trading 17.2% below its estimated fair value. The current Moat Score is 3. Dingdong (Cayman)'s overall GF Score™ is 17/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Dingdong (Cayman) (FRA:945), the current Moat Score is 3 as of Jul. 11, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Dingdong (Cayman) (FRA:945) Overvalued in 2026?

Based on GuruFocus' analysis, Dingdong (Cayman) stock appears to be undervalued. The current stock price of €1.78 is trading 17.2% below its estimated GF Value™ of €2.15.

Key valuation signals for FRA:945:

  • Moat Score: 3
  • GF Value™: €2.15 vs. price of €1.78 (17.2% below fair value)
  • GF Score™: 17/100 with 4 warning signs

No single metric tells the full story. See the FRA:945 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Dingdong (Cayman) Business Description

Other Exchanges DDL:USA945:Germany
Address Lane 188 Yuren Road, Building T4, Zhangjiang Science Gate, Shanghai, CHN, 201210
Dingdong (Cayman) Ltd are a foremost fresh grocery e-commerce company in mainland China with sustainable growth. It directly provide users and households with fresh groceries, prepared food and other food products through delivering a convenient and excellent shopping experience supported by an extensive self-operated frontline fulfillment grid. The Group operates and manages its business as a single segment. The Group generates substantially all of its revenues from customers in the PRC.
17GF Score

Get the complete analysis for FRA:945

Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€1.78
Price
€2.15
GF Value