Added to YB: 2024-05-14
Pitch date: 2024-05-14
JD [bullish]
JD.com, Inc.
-1.23%
current return
Author Info
@TechFundies has been a tech investor for over 20 years and ran a $1b hedge fund for 10 years. Follow on Twitter.
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
$31.86
Price Target
101.34 (+222%)
Dividend
2.96%
EV/EBITDA
7.85
P/E
25.15
EV/Sales
0.17
Sector
Broadline Retail
Category
growth
JD.com’s Q4 Performance: Revenue and EBIT Growth, Margin Expansion Ahead
JD.com Q4: Rev +4% YoY, EBIT +7%, sees margin expansion ahead. Highest-end China e-comm w/ fast logistics. Trades 10x EPS/0.3x sales vs 10yr avg 30x/1x. User growth accelerating w/ rising order volume & frequency. Confident in share gains & profit expansion. $3B buyback + $1.2B div. Risks remain.
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