JD
ACCE-researchedJD.com Inc. American Depositary Shares
Consumer Cyclical · Internet Retail · NASDAQ · United States
$26.92+1.05%
Market cap $36.4BNext earnings 2026-11-12Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$26.92+0.0%
confidence-weighted across 4 of 6 models
Now $26.92
$26.92
$18.66$59.17
BuySilver67
Price vs fair value
22.4% below
+28.9% to fair value
ACCE score
49
out of 100
Analysts
92% buy
38 covering
P/E
17.9x
forward 6.6x
1-year return
-23.9%
Dividend yield
3.71%
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INVESTOROverview
⚠ Investor warnings · 5 flags
- severeScore collapse 90 daysACCE score dropped 42 points (91→49) in 90 days, signaling rapid fundamental or sentiment deterioration across multiple dimensions.
- highEarnings down 50.7%Year-over-year earnings fell 50.7% despite 4.9% revenue growth, indicating severe cost pressure or one-off charges crushing profitability.
- highRazor-thin operating marginsOperating margin of 1.2% and net margin of 1.1% leave virtually no buffer; any revenue softness could push JD into operating losses.
- moderateRevenue growth deceleratingQoQ revenue declined 10.4% and YoY growth slowed to 4.9%, a sharp deceleration from the 5-year CAGR of 34.3%.
- moderateChina regulatory/VIE riskAs a Chinese ADR, JD faces ongoing geopolitical, delisting, and VIE structure risks not reflected in standard financial metrics.
Reports in 52 days, last quarter beat by 0.1%.
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Plain-English pros, cons, and what to watch. Pro feature.
Price
-20.7% · 1Y
Valuation
INVESTORFull valuation engine INVESTOR FEATURE
Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORQuality and conviction INVESTOR FEATURE
The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
Bullish92% buy · 38 covering analysts
● Strong buy 28● Buy 7● Hold 3● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROSmart money tracking PRO FEATURE
Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
This stock Peer Peer median weaker → stronger
P/Ebetter than 50% of peers
low 0.0x17.9xhigh 710.5x
ROEbetter than 67% of peers
low -22%7%high 47%
Div yieldbetter than 83% of peers
low 0.0%3.7%high 6.7%
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| 9618.HK | JD.com (HK listing) | $36.6B | 17.8 | 6.8% | 0.33 | 6.7% | - | Compare |
| ETERNAL.NS | Eternal Limited | $31.4B | 710.5 | 1.2% | 14.83 | 0.0% | - | Compare |
| EBAY | eBay Inc. Common Stock | $49.8B | 23.5 | 46.6% | 1.46 | 1.1% | - | Compare |
| CPNG | Coupang Inc. Class A Common Stock | $25.7B | - | -20.0% | 0.35 | 0.0% | - | Compare |
| 3690.HK | Meituan | $52.2B | - | -21.8% | 0.53 | 0.0% | - | Compare |
| SE | Sea Limited American Depositary Shares each representing one Class A Ordinary Share | $62.3B | 39.3 | 14.7% | 0.15 | 0.0% | - | Compare |
Sector report card
Where JD ranks against its sector peers on each metric.
Computing percentiles…
News and Record
Reports in 52 days, last quarter beat by 0.1%.
Press releases mentioning this company
- GlobeNewswire•Sep 13, 2026JD.com’s 7Fresh Kitchen: “Chef Transformer” is coming！
- GlobeNewswire•Sep 3, 20262026 CIFTIS Partner Signing and Licensing Ceremony Held
- GlobeNewswire•Jul 31, 2026JD.com to Report Second Quarter and Interim 2026 Financial Results on August 13, 2026
1 more press releases · full archive on Investor+.INVESTOR
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Recent performance
1 week
-0.5%
1 month
-8.3%
3 months
-2.4%
6 months
-1.3%
YTD
-6.2%
1 year
-23.9%
SEC filings
32 filings of 40
August 2026
Aug 17
Form 4Insider transactionPeriod 2026-08-14
Aug 17
Form 4Insider transactionPeriod 2026-08-14
Aug 13
6-KForeign current reportPeriod 2026-08-13
29 more filings + AI summaries on Investor+.INVESTOR