Added to YB: 2025-10-10
Pitch date: 2025-10-08
JD [bullish]
JD.com, Inc.
-22.7%
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.
Market Cap
$266.1B
Pitch Price
$137.00
Price Target
60.00 (-43%)
Dividend
3.68%
EV/EBITDA
3.88
P/E
8.81
EV/Sales
0.14
Sector
Broadline Retail
Category
value
Actionable Stock Set-up 9: JD.com, Inc (JD)
JD: China's largest retailer trades at 7x EV/EBITDA, 9x FY26 PE (bottom decile historically). Superior logistics network, expanding into health/industrials. Recent food delivery investment caused Q2 operating loss but expected to normalize. $5B buyback, 2.87% dividend. Bull: improving margins, diversification, China rally. Bear: competition from BABA/PDD, expansion costs, geopolitical risks. Target $60 (70% upside).
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