JD
JD.com, Inc.
Specialty Retail
Market Cap$45.65B
5Y Perf.-45.4%
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Stock Comparison
JD vs BABA
Revenue, margins, valuation, and 5-year total return — side by side.
BABA
Alibaba Group Holding Limited
Specialty Retail
Market Cap$319.30B
5Y Perf.-36.2%
JD vs BABA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | JD | BABA |
|---|---|---|
| Industry | Specialty Retail | Specialty Retail |
| Market Cap | $45.65B | $319.30B |
| Revenue (TTM) | $1.30T | $1.01T |
| Net Income (TTM) | $32.20B | $123.35B |
| Gross Margin | 12.7% | 41.2% |
| Operating Margin | 1.3% | 10.9% |
| Forward P/E | 1.4x | 3.9x |
| Total Debt | $89.77B | $248.49B |
| Cash & Equiv. | $108.35B | $181.73B |
JD vs BABA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
JD
BABA
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| JD.com, Inc. (JD) | 100 | 54.6 | -45.4% |
| Alibaba Group Holdi… (BABA) | 100 | 63.8 | -36.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: JD vs BABA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: JD leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Alibaba Group Holding Limited is the stronger pick specifically for profitability and margin quality and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
JD
JD.com, Inc.
The Income Pick
JD carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.06, yield 2.7%
- Rev growth 6.8%, EPS growth 76.5%, 3Y rev CAGR 6.8%
- Lower volatility, beta 1.06, Low D/E 28.7%, current ratio 1.29x
Best for: income & stability and growth exposure
BABA
Alibaba Group Holding Limited
The Long-Run Compounder
BABA is the clearest fit if your priority is long-term compounding.
- 73.6% 10Y total return vs JD's 38.1%
- 12.2% margin vs JD's 2.5%
- +6.1% vs JD's -9.9%
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | JD | 6.8% revenue growth vs BABA's 5.9% |
| Value | JD | Lower P/E (1.4x vs 3.9x) |
| Quality / Margins | BABA | 12.2% margin vs JD's 2.5% |
| Stability / Safety | JD | Beta 1.06 vs BABA's 1.21 |
| Dividends | JD | 2.7% yield, 1-year raise streak, vs BABA's 1.3% |
| Momentum (1Y) | BABA | +6.1% vs JD's -9.9% |
| Efficiency (ROA) | BABA | 6.7% ROA vs JD's 4.6%, ROIC 9.6% vs 9.9% |
JD vs BABA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
JD vs BABA — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLBABALAGGINGJD
JDJD.com, Inc.
2leads
BABAAlibaba Group Holding…
3leads
6 Total Categories
CATEGORYLEADERvs JDMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BABA4/6
Valuation MetricsMultiples, price ratios, and targets
JD6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BABA6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
BABA5/6
Risk & VolatilityBeta, volatility, and downside exposure
JD2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
BABA leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JD and BABA operate at a comparable scale, with $1.30T and $1.01T in trailing revenue. BABA is the more profitable business, keeping 12.2% of every revenue dollar as net income compared to JD's 2.5%. On growth, JD holds the edge at +14.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | JDJD.com, Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| RevenueTrailing 12 months | $1.30T | $1.01T |
| EBITDAEarnings before interest/tax | $23.8B | $114.6B |
| Net IncomeAfter-tax profit | $32.2B | $123.4B |
| Free Cash FlowCash after capex | $9.1B | $2.6B |
| Gross MarginGross profit ÷ Revenue | +12.7% | +41.2% |
| Operating MarginEBIT ÷ Revenue | +1.3% | +10.9% |
| Net MarginNet income ÷ Revenue | +2.5% | +12.2% |
| FCF MarginFCF ÷ Revenue | +0.7% | +0.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +14.9% | +4.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -56.3% | -52.0% |
BABA leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
JD leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 7.5x trailing earnings, JD trades at a 55% valuation discount to BABA's 16.8x P/E. On an enterprise value basis, JD's 6.3x EV/EBITDA is more attractive than BABA's 12.8x.
| Metric | JDJD.com, Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| Market CapShares × price | $45.6B | $319.3B |
| Enterprise ValueMkt cap + debt − cash | $42.9B | $329.1B |
| Trailing P/EPrice ÷ TTM EPS | 7.53x | 16.84x |
| Forward P/EPrice ÷ next-FY EPS est. | 1.41x | 3.87x |
| PEG RatioP/E ÷ EPS growth rate | 0.28x | — |
| EV / EBITDAEnterprise value multiple | 6.30x | 12.77x |
| Price / SalesMarket cap ÷ Revenue | 0.27x | 2.19x |
| Price / BookPrice ÷ Book value/share | 0.99x | 2.00x |
| Price / FCFMarket cap ÷ FCF | 7.04x | 27.89x |
JD leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
BABA leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BABA delivers a 11.2% return on equity — every $100 of shareholder capital generates $11 in annual profit, vs $11 for JD. BABA carries lower financial leverage with a 0.23x debt-to-equity ratio, signaling a more conservative balance sheet compared to JD's 0.29x. On the Piotroski fundamental quality scale (0–9), BABA scores 7/9 vs JD's 6/9, reflecting strong financial health.
| Metric | JDJD.com, Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| ROE (TTM)Return on equity | +10.5% | +11.2% |
| ROA (TTM)Return on assets | +4.6% | +6.7% |
| ROICReturn on invested capital | +9.9% | +9.6% |
| ROCEReturn on capital employed | +10.2% | +10.4% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 0.29x | 0.23x |
| Net DebtTotal debt minus cash | -$18.6B | $66.8B |
| Cash & Equiv.Liquid assets | $108.3B | $181.7B |
| Total DebtShort + long-term debt | $89.8B | $248.5B |
| Interest CoverageEBIT ÷ Interest expense | 12.85x | 15.74x |
BABA leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
BABA leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BABA five years ago would be worth $6,035 today (with dividends reinvested), compared to $4,543 for JD. Over the past 12 months, BABA leads with a +6.1% total return vs JD's -9.9%. The 3-year compound annual growth rate (CAGR) favors BABA at 18.0% vs JD's -3.3% — a key indicator of consistent wealth creation.
| Metric | JDJD.com, Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| YTD ReturnYear-to-date | +3.9% | -15.1% |
| 1-Year ReturnPast 12 months | -9.9% | +6.1% |
| 3-Year ReturnCumulative with dividends | -9.6% | +64.5% |
| 5-Year ReturnCumulative with dividends | -54.6% | -39.6% |
| 10-Year ReturnCumulative with dividends | +38.1% | +73.6% |
| CAGR (3Y)Annualised 3-year return | -3.3% | +18.0% |
BABA leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
JD leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
JD is the less volatile stock with a 1.06 beta — it tends to amplify market swings less than BABA's 1.21 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. JD currently trades 77.9% from its 52-week high vs BABA's 68.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | JDJD.com, Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.06x | 1.21x |
| 52-Week HighHighest price in past year | $38.08 | $192.67 |
| 52-Week LowLowest price in past year | $24.51 | $103.71 |
| % of 52W HighCurrent price vs 52-week peak | +77.9% | +68.6% |
| RSI (14)Momentum oscillator 0–100 | 53.2 | 51.2 |
| Avg Volume (50D)Average daily shares traded | 10.0M | 10.1M |
JD leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — JD and BABA each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates JD as "Buy" and BABA as "Buy". Consensus price targets imply 46.9% upside for BABA (target: $194) vs 10.7% for JD (target: $33). For income investors, JD offers the higher dividend yield at 2.65% vs BABA's 1.34%.
| Metric | JDJD.com, Inc. | BABAAlibaba Group Hol… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $32.86 | $194.23 |
| # AnalystsCovering analysts | 45 | 59 |
| Dividend YieldAnnual dividend ÷ price | +2.7% | +1.3% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $5.37 | $12.14 |
| Buyback YieldShare repurchases ÷ mkt cap | +8.3% | +4.0% |
Evenly matched — JD and BABA each lead in 1 of 2 comparable metrics.
Key Takeaway
BABA leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). JD leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
Best OverallAlibaba Group Holding Limit… (BABA)Leads 3 of 6 categories
Loading custom metrics...
JD vs BABA: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is JD or BABA a better buy right now?
For growth investors, JD.
com, Inc. (JD) is the stronger pick with 6. 8% revenue growth year-over-year, versus 5. 9% for Alibaba Group Holding Limited (BABA). JD. com, Inc. (JD) offers the better valuation at 7. 5x trailing P/E (1. 4x forward), making it the more compelling value choice. Analysts rate JD. com, Inc. (JD) a "Buy" — based on 45 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — JD or BABA?
On trailing P/E, JD.
com, Inc. (JD) is the cheapest at 7. 5x versus Alibaba Group Holding Limited at 16. 8x. On forward P/E, JD. com, Inc. is actually cheaper at 1. 4x.
03Which is the better long-term investment — JD or BABA?
Over the past 5 years, Alibaba Group Holding Limited (BABA) delivered a total return of -39.
6%, compared to -54. 6% for JD. com, Inc. (JD). Over 10 years, the gap is even starker: BABA returned +73. 6% versus JD's +38. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — JD or BABA?
By beta (market sensitivity over 5 years), JD.
com, Inc. (JD) is the lower-risk stock at 1. 06β versus Alibaba Group Holding Limited's 1. 21β — meaning BABA is approximately 14% more volatile than JD relative to the S&P 500. On balance sheet safety, Alibaba Group Holding Limited (BABA) carries a lower debt/equity ratio of 23% versus 29% for JD. com, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — JD or BABA?
By revenue growth (latest reported year), JD.
com, Inc. (JD) is pulling ahead at 6. 8% versus 5. 9% for Alibaba Group Holding Limited (BABA). On earnings-per-share growth, the picture is similar: JD. com, Inc. grew EPS 76. 5% year-over-year, compared to 70. 9% for Alibaba Group Holding Limited. Over a 3-year CAGR, JD leads at 6. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — JD or BABA?
Alibaba Group Holding Limited (BABA) is the more profitable company, earning 13.
1% net margin versus 3. 6% for JD. com, Inc. — meaning it keeps 13. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BABA leads at 14. 1% versus 3. 3% for JD. At the gross margin level — before operating expenses — BABA leads at 40. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is JD or BABA more undervalued right now?
On forward earnings alone, JD.
com, Inc. (JD) trades at 1. 4x forward P/E versus 3. 9x for Alibaba Group Holding Limited — 2. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BABA: 46. 9% to $194. 23.
08Which pays a better dividend — JD or BABA?
All stocks in this comparison pay dividends.
JD. com, Inc. (JD) offers the highest yield at 2. 7%, versus 1. 3% for Alibaba Group Holding Limited (BABA).
09Is JD or BABA better for a retirement portfolio?
For long-horizon retirement investors, JD.
com, Inc. (JD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 06), 2. 7% yield). Both have compounded well over 10 years (JD: +38. 1%, BABA: +73. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between JD and BABA?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(JD: 14.9% · BABA: 4.8%)Net Margin>
%
(JD: 2.5% · BABA: 12.2%)P/E Ratio<
x
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