JD.com (NASDAQ:JD)

CAPS Rating: 5 out of 5 82.68

Caps

How do you think JD will perform against the market?

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All Players

534 Outperform
16 Underperform
 

All-Star Players

183 Outperform
4 Underperform
 

Wall Street

3 Outperform
1 Underperform
 

Top JD Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

TeaEle (44.49)
Submitted October 31, 2018

Extremely undervalued from a strictly NAV perspective - Out of the $33bn market cap:- $5bn is cash- $8bn is JD finance (owns significant stake)- $12bn is JD logistics- Remaining $13bn is eCommerce, which produces 90% of the $70bn revenue ($90bn… More

Hendrickson71 (< 20)
Submitted November 13, 2015

Wouldn't hold into earnings, could sink another 6-10% with slightest miss. Good trade after dust settles.

JD VS S&P 500 (SPY)

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Fools bearish on JD are also bearish on:

Recent Community Commentary

Read the most recent pitches from players about JD.

Recs

0
Member Avatar Echristian (59.05) Submitted: 1/22/2019 5:52:03 PM : Outperform Start Price: $22.05 JD Score: +4.99

Exploding revenue growth in exploding economy. Discounted due to the CEO legal issues that have passed and political US/China trade issues yet little revenue is generated in the US. Tencent owns an 18% stake, Walmart a 10% stake and Google has a sizable stake to allow it to take advantage of Google's AI and compete internationally with Alibaba and Amazon.

Recs

0
Member Avatar future21 (62.61) Submitted: 11/12/2018 11:30:34 AM : Outperform Start Price: $21.83 JD Score: +9.80

The situation with Liu Qiangdong is a pretty big factor, but I believe it's a risk worth absorbing at the current stock price. Leaders are important, and I may have to move on from the company if the charges against Liu are legitimate, but I also don't know that losing the CEO would be absolutely devastating to a company that is positioned well in such a large market. At any rate, it will be worth watching the execution of the board and new CEO should the charges prove true.

Short-term woes aside, this company appears to be well run in a large market and is on sale.

Recs

1
Member Avatar TeaEle (44.49) Submitted: 10/31/2018 5:40:41 PM : Outperform Start Price: $27.06 JD Score: -4.97

Extremely undervalued from a strictly NAV perspective -

Out of the $33bn market cap:
- $5bn is cash
- $8bn is JD finance (owns significant stake)
- $12bn is JD logistics
- Remaining $13bn is eCommerce, which produces 90% of the $70bn revenue ($90bn forward), given a targeted 5% net margin, 30% growth and scaling capabilities. P/E is trading at an extreme low.

Leaderboard

Find the members with the highest scoring picks in JD.

Score Leader

StickMan01

StickMan01 (91.92) Score: +83.24

The Score Leader is the player with the highest score across all their picks in JD.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
barrywstone 29.93 7/2/2014 Underperform NS $29.05 -16.45% +40.71% +57.16 0 Comment
gking99 < 20 7/7/2014 Underperform 5Y $28.06 -13.51% +40.54% +54.04 0 Comment
TSDavis75 35.63 9/29/2014 Underperform 5Y $26.48 -8.35% +41.40% +49.74 0 Comment
BigBitch55 79.11 1/2/2018 Underperform 5Y $43.14 -43.74% +3.43% +47.16 0 Comment
doug9694 80.34 3/11/2015 Underperform 5Y $27.56 -11.94% +35.19% +47.13 0 Comment
Hendrickson71 < 20 11/13/2015 Underperform 3W $26.93 -9.88% +36.96% +46.83 1 Comment
murph1983 49.93 9/1/2016 Underperform 3Y $25.51 -4.86% +27.50% +32.36 0 Comment
Arnold79 98.96 5/23/2014 8/24/2018 Underperform 5Y $21.25 +14.21% +46.20% +31.99 0 Comment
Kolohe < 20 7/23/2018 Underperform 1Y $35.94 -32.47% -0.73% +31.74 0 Comment
cwar < 20 8/2/2018 Underperform 1Y $36.29 -33.12% -1.70% +31.42 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.33 8/25/2015 Underperform 3W $25.06 -3.15% +48.17% +51.32 0 Comment
TrackCitigroup 91.94 5/5/2015 Outperform NS $33.68 -27.94% +31.46% -59.40 0 Comment
trackbnpparibas 72.14 10/30/2014 Outperform NS $24.20 +0.29% +40.41% -40.12 0 Comment
TrackMacquarie 90.52 9/25/2014 Outperform NS $27.46 -11.62% +39.38% -51.00 0 Comment
TrackJimCramer 85.33 7/24/2014 Outperform 3W $29.05 -13.73% -5.75% -7.99 8/25/2015 @ $25.06 0 Comment

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