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.
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.
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.
![]() 013A 4 Apr 2024 | Other | €0.76 Per Share |
![]() 013A 5 Apr 2023 | Other | €0.62 Per Share |
![]() 013A 19 May 2022 | Other | €1.26 Per Share |
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![]() 013A 4 Apr 2024 | Other | €0.76 Per Share |
![]() 013A 5 Apr 2023 | Other | €0.62 Per Share |
![]() 013A 19 May 2022 | Other | €1.26 Per Share |
13 Aug 2025 (57 Days) Date | | - Cons. EPS | - EPS |
14 May 2025 Date | | - Cons. EPS | - EPS |
13 May 2025 Date | | - Cons. EPS | - EPS |
4 Mar 2025 Date | | - Cons. EPS | - EPS |
14 Nov 2024 Date | | - Cons. EPS | - EPS |
Specialty Retail Industry | Consumer Cyclical Sector | Ms. Ran Xu CPA CEO | XFRA Exchange | US47215P1066 ISIN |
CN Country | 570,895 Employees | 8 Apr 2025 Last Dividend | - Last Split | 22 May 2014 IPO Date |
JD.com, Inc., also known as Jingdong, is a leading technology-driven e-commerce company and one of the largest B2C online retailers in China. Established in 2006 and headquartered in Beijing, People’s Republic of China, JD.com has revolutionized the online shopping experience in the region. It is renowned for its quick and reliable delivery system, vast product selection, and commitment to authenticity and quality. The company was originally named 360buy Jingdong Inc. before rebranding to JD.com, Inc. in January 2014. Leveraging its advanced technology infrastructure, JD.com offers a seamless shopping experience across a wide range of categories from electronics to fresh food, making it a one-stop shop for millions of customers across China.
JD.com, Inc. provides an extensive range of products and services to cater to the diverse needs of its customers, emphasizing quality, efficiency, and technological innovation: