Financial Performance
5Y price score: (80)
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: (46.8)%
HKD Per
Share
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95.8
52-week range
143.8
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
7.7 %
Dividend Yield TTM
3.6 %
Market cap
301,027
Price / Earnings TTM
20.3
Price / Book TTM
1
PEG TTM
(0.4)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
(10.4) %
(54.6) %
(46.8) %
Free cash flow per share growth
(88.8) %
(84.1) %
162.1 %
Earnings per share growth
(52.3) %
(59.6) %
287.2 %
Founded: 1,998
Employees: 570,895
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Aug 13, 2026)
1) Strategic Overview & Leadership Insights - JD.com demonstrated strong operational resilience in Q2 2026, despite macroeconomic challenges and a high comparison base from the previous year. - CEO Sandy Xu emphasized a strategic shift towards enhancing user quality and lifetime value rather than solely focusing on rapid user acquisition. - The company is committed to integrating AI and automation across its operations to improve efficiency and user experience.
2) Financial Performance & Segment Results - Total revenues for Q2 2026 were RMB 346 billion, reflecting a 2.9% year-on-year decline, primarily due to pressures in the electronics and home appliances categories. - Non-GAAP net income attributable to ordinary shareholders surged by 20.8% year-on-year to RMB 8.9 billion, with a net margin increase of 0.5 percentage points to 2.6%. - JD Retail's gross margin expanded by 1.3 percentage points to 18.5%, marking the 17th consecutive quarter of year-on-year gross margin growth. - JD Food Delivery significantly reduced losses by over 50% year-on-year, indicating improved unit economics and operational efficiency.
3) Operational Highlights & Product Plans - JD Retail maintained double-digit growth in key metrics, including MAU and active customers, driven by enhanced marketing efficiency and user engagement. - The supermarket category within general merchandise achieved near double-digit revenue growth, showcasing JD's strong market position. - The company is focused on expanding its supply chain capabilities and product offerings, particularly in electronics and home appliances, to mitigate price pressures and enhance user experience.
4) Guidance & Outlook - JD.com anticipates a return to positive top-line growth in the second half of 2026, supported by easing comparison bases and strengthened supply chain capabilities. - The company plans to continue investing in R&D, particularly in AI applications, to drive operational efficiency and long-term profitability. - Management expressed confidence in achieving high single-digit margins for JD Retail, supported by improved product mix and growth in high-margin service revenues.
5) Challenges & Missing Information - The earnings call did not provide specific figures for projected revenue growth rates in the second half of the year or detailed guidance on the expected impact of macroeconomic factors on future performance. - There was limited discussion on competitive pressures in the marketplace and how JD plans to differentiate itself further in a crowded e-commerce landscape.
Bottom line: JD.com is navigating current market challenges with a focus on operational efficiency and profitability, positioning itself for a rebound in growth in the latter half of 2026. The company's strategic investments in AI and supply chain capabilities are expected to enhance its competitive edge and deliver long-term value for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteJD.com Inc — Financial Overview, Stock Price, Market Cap
JD.com Inc is a company. Founded in 1998. As of August 14, 2026, the company's market capitalization is $301026871701 with a current stock price of $110.20.