Consumer Cyclical -
Specialty Retail - NASDAQ - CN
$ 31.44
-3.26 %
$ 45.3 B
Market Cap
7.65
P/E
1. INTRINSIC VALUE
Balance Sheet
JD.com, Inc.
| Current Assets | 387 B |
| Cash & Short-Term Investments | 234 B |
| Receivables | 30.4 B |
| Other Current Assets | 122 B |
| Non-Current Assets | 312 B |
| Long-Term Investments | 116 B |
| PP&E | 113 B |
| Other Non-Current Assets | 81.9 B |
| Current Liabilities | 300 B |
| Accounts Payable | 193 B |
| Short-Term Debt | 15.2 B |
| Other Current Liabilities | 91.5 B |
| Non-Current Liabilities | 85.4 B |
| Long-Term Debt | 74.6 B |
| Other Non-Current Liabilities | 10.8 B |
EFFICIENCY
Earnings Waterfall
JD.com, Inc.
| Revenue | 1.16 |
| Cost Of Revenue | 1.05 |
| Gross Profit | 113 B |
| Operating Expenses | 74.7 B |
| Operating Income | 38.7 B |
| Other Expenses | -5.92 B |
| Net Income | 44.7 B |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
JD.com, Inc.
| Net Income | 44.7 B |
| Depreciation & Amortization | 7.79 B |
| Capital Expenditures | -13.8 B |
| Stock-Based Compensation | 3 B |
| Change in Working Capital | 5.15 B |
| Others | 11.6 B |
| Free Cash Flow | 44.3 B |
Wall Street Analysts Price Targets
JD.com, Inc.
Wall Street analysts predict an average 1-year price target for JD of $45.6 , with forecasts ranging from
a
low of
$28 to a high of $55 .
JD Lowest Price Target
Wall Street Target
28 USD
-10.94%
JD Average Price Target
Wall Street Target
45.6 USD
44.99%
JD Highest Price Target
Wall Street Target
55 USD
74.94%
4. DIVIDEND
ANALYSIS
0.00%
DIVIDEND YIELD
0.98 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
JD.com, Inc.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Is JD Retail Poised to Ride China's Consumer Rebound in 2025?
JD Retail is leveraging AI, low prices and ecosystem scale to capture China's consumer rebound in 2025.
zacks.com
- 6 days ago
JD.Com: Hidden Value In A Fragile Environment
JD.com trades at deeply discounted valuations versus peers, despite strong fundamentals: growing revenues, robust free cash flow, and improving operating margins. Consensus is overwhelmingly bullish, with 82% Buy ratings and a 52% average upside target, reflecting expectations for earnings recovery and rerating potential. JD's vertically integrated model, premium positioning, and proprietary logistics offer defensive qualities and resilience amid macro uncertainty and intense competition.
seekingalpha.com
- 1 week ago
JD: 15% Growth Meets 8 Times Earnings
JD.com remains deeply undervalued, trading at single-digit valuation multiples and far below intrinsic value, offering a significant margin of safety for long-term investors. Recent quarterly results show accelerating double-digit revenue growth, margin improvements, and robust user engagement, signaling a strong business recovery. Growth opportunities abound, including a rapidly expanding food delivery segment and new initiatives leveraging JD's logistics and AI capabilities.
seekingalpha.com
- 1 week ago
JD.com: Another Strong Buy From China
JD.com is a strong buy for me, due to robust financials, strong cash flow, and significant growth potential, especially after the recent stock price drop. China's monetary policy shift and economic stimulus should boost consumer demand, directly benefiting JD's integrated retail and logistics model. Valuation is compelling: even conservative DCF estimates show JD trading at a deep discount, with scenarios indicating even 60-240% upside potential.
seekingalpha.com
- 1 week ago
JD.com: Buybacks, Dividends, And Discounted Multiples
JD.com has transitioned from a high-growth e-commerce player to a mature, efficient business focused on margin expansion and shareholder returns. Despite fierce competition and macro risks, JD's operational metrics and capital allocation have improved, with dividends and buybacks signaling a shareholder-friendly shift. Valuation models (DCF, P/E, EV/EBITDA) show JD trading at a significant discount to peers and history, supporting a 10-15% upside potential.
seekingalpha.com
- 1 week ago
JD.com Is Stuck In Neutral, But Fundamentals Point To A Big Rebound
JD.com is executing well, posting strong growth, margin improvement, and buybacks, yet trades at a deep discount due to persistent China risk sentiment. Despite macro and regulatory headwinds, JD's core business remains robust, with unique supply chain control, expanding into food delivery and AI healthcare. Valuation is extremely attractive—under 8x earnings, 3% yield, and a DCF fair value of $45–$50, offering compelling risk-reward for patient investors.
seekingalpha.com
- 1 week ago
JD.com Underperforms Industry in 3 Months: Should You Book Profits?
JD's falling margins, cost surges and fierce e-commerce rivalry signal a tough road ahead despite solid revenue growth.
zacks.com
- 2 weeks ago
Is Trending Stock JD.com, Inc. (JD) a Buy Now?
JD.com (JD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
zacks.com
- 2 weeks ago
Brokers Suggest Investing in JD.com (JD): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
zacks.com
- 2 weeks ago
Are JD's Logistics Investments Worth the Profitability Trade-Off?
JD.com's logistics arm sees 11% revenue growth in Q1 2025, but heavy investments continue to weigh on short-term profitability.
zacks.com
- 3 weeks ago
MELI vs. JD: Which International E-Commerce Stock Has More Upside?
MercadoLibre outpaces JD.com in stock gains, buyer growth and earnings momentum, offering better upside in 2025.
zacks.com
- 3 weeks ago
'The Big Short' Michael Burry's Latest Moves: What Investors Are Getting Wrong
Michael Burry just sold everything and initiated major short positions. Is 'The Big Short' happening all over again? I don't think so. The story is more complex than that. Here's why.
seekingalpha.com
- 3 weeks ago
8. Profile
Summary
JD.com, Inc. JD
COUNTRY
CN
INDUSTRY
Specialty Retail
MARKET CAP
$ 45.3 B
Dividend Yield
0.00%
Description
JD.com, Inc. operates as a supply chain-based technology and service provider in the People's Republic of China. The company offers computers, communication, and consumer electronics products, as well as home appliances; and general merchandise products comprising food, beverage and fresh produce, baby and maternity products, furniture and household goods, cosmetics and other personal care items, pharmaceutical and healthcare products, industrial products, books, automobile accessories, apparel and footwear, bags, and jewelry. It also provides online marketplace services for third-party merchants; marketing services; and omni-channel solutions to customers and offline retailers, as well as online healthcare services. In addition, the company develops, owns, and manages its logistics facilities and other real estate properties to support third parties; offers asset management services and integrated service platform; leasing of storage facilities and related management services; and engages in online retail business. Further, it provides integrated data, technology, business, and user management industry solutions to support the digitization of enterprises and institutions; and technology-driven supply chain solutions and logistics services. The company was formerly known as 360buy Jingdong Inc. and changed its name to JD.com, Inc. in January 2014. JD.com, Inc. was incorporated in 2006 and is headquartered in Beijing, the People's Republic of China.
Contact
Building A, 20th Floor, Beijing, 101111
https://www.jd.com
IPO
Date
May 22, 2014
Employees
570895
Officers
Jia Dong
Investor Relations of Associate Director
Mr. Qiangdong Liu
Founder & Chairman
Ms. Pang Zhang
Chief Human Resources Officer
Ms. Ran Xu CPA
Chief Executive Officer, Executive Director & CEO of JD Retail
Mr. Chengfeng He
Chief Compliance Officer
Mr. Daxue Li
Advisor
Mr. Ruiyu Li
Senior Director of Investor Relations
Mr. Sean Shibiao Zhang
Director of Investor Relations
Mr. Su Shan
Chief Financial Officer