Added to YB: 2025-11-13
Pitch date: 2025-11-11
JD [bullish]
JD.com, Inc.
+7.5%
current return
Author Info
Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. Sign up for the newsletter.
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
$309.7B
Pitch Price
$118.89
Price Target
63.20 (-50%)
Dividend
2.96%
EV/EBITDA
7.85
P/E
25.15
EV/Sales
0.17
Sector
Broadline Retail
Category
value
$JD.us Quick Pitch
JD: Chinese e-commerce giant w/ proprietary logistics network. Q2 2025 rev +22.4% YOY but profits halved to RMB 7.4B due to aggressive price competition & food delivery investment. Trading at 9.6x P/E despite market share stabilization. Bull case: +50-100% upside if logistics/new ventures perform. Risk: VIE structure, China regulatory uncertainty.
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