JD.com: A Value Buy

Mar. 11, 2025 6:02 AM ETJD.com, Inc. (JD) StockJD2 Comments
The Asian Investor
29.11K Followers
(10min)

Summary

  • JD.com reported strong Q4 and full-year results last week, beating top and bottom-line estimates, driven by robust growth in electronics and home appliances.
  • The company saw significant operating income growth and free cash flow, enabling aggressive stock buybacks.
  • E-commerce growth opportunity in China and reliance on core business JD Retail create long-term upside for JD's revenues.
  • JD.com is undervalued with a forward P/E ratio of 8.3X, offering a 12% earnings yield, despite outperforming Alibaba in top-line growth.
  • I continue to recommend the Company as a strong buy due to its attractive investment/risk profile and potential for further upside in FY 2025.

JD.com headquarters logo sign

FangXiaNuo

JD.com (NASDAQ:JD) reported results for its fourth fiscal quarter and full-year on March 6, 2025, which beat top and bottom-line estimates. The Chinese e-Commerce retailer benefited from strong growth in its core segment, JD Retail, especially in the electronics and home appliances category. JD.com

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of BABA, JD, PDD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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