Professional
Added to YB: 2024-01-03
Pitch date: 2024-01-03
JD [bullish]
JD.com, Inc.
+10.4%
current return
Author Info
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Company Info
JD.com, Inc. operates as a supply chain-based technology and service provider in the People’s Republic of China and Europe.
Market Cap
$268.8B
Pitch Price
$25.82
Price Target
43.00 (+51%)
Dividend
3.51%
EV/EBITDA
5.19
P/E
15.20
EV/Sales
0.14
Sector
Broadline Retail
Category
value
Show full summary:
JD.com: Expect Higher Sales and Other Cost Cuts to Help Mitigate Higher Compensation for Talent
$JD wage hikes pressure margins but sales & talent retention upside; undervalued at $43 ADS/$167 HK vs $PDD; logistics moat 20yr edge; 3% rev CAGR, 4.4% non-GAAP op margin 2032e, 25% ROIC 2025e on omnichannel growth & capital allocation despite risks
Read full article (13 min)