JD.com trades at deeply discounted valuations versus peers, despite strong fundamentals: growing revenues, robust free cash flow, and improving operating margins. Consensus is overwhelmingly bullish, with 82% Buy ratings and a 52% average upside target, reflecting expectations for earnings recovery and rerating potential. JD's vertically integrated model, premium positioning, and proprietary logistics offer defensive qualities and resilience amid macro uncertainty and intense competition.
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.
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![]() JD 7 months ago Paid | Interim | GBX0 Per Share |
![]() JD 13 Jun 2024 Paid | Final | GBX0.01 Per Share |
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![]() JD 6 Jul 2023 Paid | Final | GBX0.01 Per Share |
![]() JD 8 Dec 2022 Paid | Interim | GBX0 Per Share |
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Specialty Retail Industry | Consumer Cyclical Sector | Ms. Ran Xu CPA CEO | LSE Exchange | GB00BM8Q5M07 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: