Added to YB: 2026-08-21
Pitch date: 2026-08-19
JD [neutral]
JD.com, Inc.
+0.98%
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
$265.5B
Pitch Price
$29.14
Price Target
N/A
Dividend
3.41%
EV/EBITDA
5.05
P/E
20.04
EV/Sales
0.13
Sector
Broadline Retail
Category
turnaround
Show full summary:
A Primer On JD.com
JD (overview): China's 3rd-largest e-commerce w/ 1P retail + owned logistics moat. Q2/26 rev RMB346.4B (-2.9% YoY) on weak electronics/appliances (-11.8%). JD Retail record 4.6% op margin; ads/marketplace +8.3%, JDL +24.3%. TTM FCF RMB31.4B (vs 10.1B). Buybacks ~2.5% H1. AI, omnichannel, CHANEL/Costco deals. Risks: China macro, PDD price war, margin mix.
Read full article (6 min)