It may be irritating to observe a inventory you personal flounder whereas the remainder of the market appears to climb to new heights daily. But when the enterprise is regularly rising in worth, endurance will ultimately be rewarded for many who maintain it over the long run.
This describes Coupang (NYSE: CPNG) completely. The inventory is down 67% from its preliminary public providing (IPO) somewhat over 5 years in the past and has suffered additional ache in current months due to an information leak scandal. On the identical time, income is up near 200% cumulatively since its IPO.
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A mixture like this makes Coupang a once-in-a-decade shopping for alternative. Here is why traders ought to contemplate including the inventory to their portfolios as we speak.
The opposite facet of a knowledge leak scandal
Coupang offered inventory in its 2021 IPO at $35 a share after which noticed it leap to $63.50 on its first day of buying and selling. It then fell to only above $10 within the 2022 bear market. All of the whereas, income for its e-commerce and on-line subscription ecosystem stored compounding to new heights.
The inventory had been recovering over the previous couple of years and peaked above $30 in late 2025. However then a brand new headwind emerged: a knowledge leak scandal in late 2025. Coupang’s buyer knowledge was leaked by a rogue former worker, resulting in outrage in South Korea that spilled over into the federal government’s commerce negotiations with the US.
A small boycott of Coupang’s platform led to a slight deceleration in energetic prospects from This autumn 2025 to Q1 2026. On the Q1 convention name, administration stated it had already recovered 80% of those misplaced prospects by the top of April, which means this was barely a two-quarter pace bump. Complete income grew 8% 12 months over 12 months final quarter to $8.5 billion, with an expectation for acceleration later this 12 months as soon as the info leak scandal is totally over.
Coupang inventory stays down round 50% from its 2025 excessive, sitting at about $16.50 as we speak.
Replicating the enterprise worldwide
South Korea ought to stay a stable progress driver for Coupang. It does not harm that the nation’s economic system is booming due to its specialty in reminiscence chips for the factitious intelligence (AI) revolution. Count on sturdy double-digit progress from continued e-commerce enlargement within the area.
Extra explosive progress might come from its new enlargement into Taiwan. The nation has a inhabitants of 23 million, is rich, and likewise serves as a hub for AI chip manufacturing. Coupang’s new enterprise in Taiwan is at a “hypergrowth price,” based on administration on the convention name, however it’s presently shedding some huge cash. Over the subsequent few years, this section ought to proceed to scale and ultimately generate billions, if not over $10 billion, in income for Coupang.
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