Professional
Added to YB: 2025-04-28
Pitch date: 2025-04-12
JD [neutral]
JD.com, Inc.
-14.19%
current return
Author Info
No bio for this author
Company Info
JD.com, Inc. operates as a supply chain-based technology and service provider in the People’s Republic of China.
Market Cap
$297.9B
Pitch Price
$136.00
Price Target
N/A
Dividend
3.39%
EV/EBITDA
4.56
P/E
9.87
EV/Sales
0.16
Sector
Broadline Retail
Category
growth
Patient Capital Management Portfolio Holding: JD.com, Inc.
JD (holding update): Leading Chinese e-commerce focused on consumer electronics/home appliances with strong margins. Returning to core business after failed low-cost venture. Benefiting from govt trade-in rebates & consumer stimulus. Margin expansion from disciplined spending as revenue grows. 3% dividend + 8.1% buyback in 2024. Trade war risk minimal as primarily domestic business.
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