Professional
Added to YB: 2024-03-13
Pitch date: 2024-03-08
JD [bullish]
JD.com, Inc.
+12.66%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
JD.com, Inc. operates as a supply chain-based technology and service provider in the People’s Republic of China.
Market Cap
$266.1B
Pitch Price
$24.21
Price Target
46.00 (+69%)
Dividend
3.68%
EV/EBITDA
3.88
P/E
8.81
EV/Sales
0.14
Sector
Broadline Retail
Category
growth
Show full summary:
We Like JD.com Prioritizing User Experience and Market Share Over Profitability in 2024
JD: Q4 beats estimates, 3% revenue & 18/30% non-GAAP profit up. $46 FV, $3B buyback. Outperforms Alibaba, PDD in logistics, 1P model. Strengths: logistics, market share, margin potential. Risks: brand, investments. Long-term: wide moat, stable margins, good capital allocation, net cash, dividends. High competition but strong position.
Read full article (13 min)