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Added to YB: 2026-08-20

Pitch date: 2026-08-18

JD [neutral]

JD.com, Inc.

-5.03%

current return

Author Info

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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

$265.5B

Pitch Price

$28.84

Price Target

N/A

Dividend

3.41%

EV/EBITDA

5.05

P/E

20.04

EV/Sales

0.13

Sector

Broadline Retail

Category

value

Show full summary:
JD.com earnings and update

JD (earnings): Chinese e-commerce Amazon-like challenger to Alibaba/PDD. Q2 2026 rev -2.9% YoY (appliance subsidy comp), Retail -5%, Logistics +24%. New biz losses down 33%; food delivery losses -50%+. Margin recovering 2.6% from 2.1%. Bought back 17% shares since 2023. 7x fwd P/E, 4.3x EV/EBITDA. Long-term decades hold on China consumption uptrend.

Read full article (4 min)