Added to YB: 2025-11-13
Pitch date: 2025-11-11
JD [bullish]
JD.com, Inc.
+1.22%
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.
Market Cap
$319.0B
Pitch Price
$123.20
Price Target
63.20 (-49%)
Dividend
3.16%
EV/EBITDA
3.65
P/E
8.80
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.
Read full article (4 min)