PI
Pinterest
PINS · Social Media & E-commerce
Company brief
PI
PINSSocial Media & E-commerce$20.8B

Pinterest

Visual discovery platform connecting users with ideas through pins, boards, and shopping experiences

Moat score
8.2/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$18.48
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
-40%

Negative price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
10.3x

Forward P/E around 10.3x means investors pay about $10.3 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
32.6x

A P/E around 32.6x means investors pay about $32.6 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$0.35
Market Cap
$10.9B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

Pinterest keeps turning advertising into durable value, but investors still need to balance growth against a 10.3x forward P/E.

Watch signal

Forward P/E stays near 10.3x and revenue growth remains stable.

What you own

Pinterest is exposure to social media & e-commerce operating model with high switching costs and 105% net revenue retention.

Base thesis

Visual discovery creates unique data flywheel impossible to replicate on text-based platforms

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

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Simulator coverage pending

This ticker has a company brief, but richer workflow modules have not been built yet.

Investor Snapshot
8.2Moat Score
Net Revenue Retention105%
Retention RiskMedium
AI Disruption RiskMedium
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Visual discovery creates unique data flywheel impossible to replicate on text-based platforms
  • Shopping integration with 2.8M+ products creates powerful commerce moat beyond social media
  • Creator partnership ecosystem with 8K+ partners builds deep platform stickiness
  • AI-powered content moderation at scale creates operational efficiency moats
  • Multi-sided network effects between users, creators, and merchants strengthen with scale
  • Shopping intent data provides superior targeting vs generic social platforms