Added to YB: 2025-01-21
Pitch date: 2025-01-19
JD [bullish]
JD.com, Inc.
-25.85%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. 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
$297.9B
Pitch Price
$38.91
Price Target
75.00 (+155%)
Dividend
3.39%
EV/EBITDA
4.56
P/E
9.87
EV/Sales
0.16
Sector
Broadline Retail
Category
growth
JD.com (JD US)
JD: China's leading e-commerce co w/ fast, reliable delivery & authentic goods. 93% next-day delivery via 1500+ warehouses. 10% GMV growth, 5-6% op margin target by 2026. Trades at 9x 2027e P/E vs peers 25-58x. Risks: competition, VIE structure, party control. $5B buyback underway. $75 PT (100%+ upside).
Read full article (19 min)