JD.Com: Priced For Collapse, Poised For 100% Upside

2026-02-07 13:26:29 ET

If you looked at the chart of JD.com ( JD ), you would see a stock that has fallen more than 70% in the last 5 years, and that would make you believe that this is a business on the verge of a complete collapse. The stock is currently trading in a range of ~$25-$30 and has been an underperformer for the last many years because of the narrative that China is uninvestable given its relationship with the US. However, while everyone has been busy selling the stock, I believe the market has conveniently ignored the reality of JD’s business. We are looking at a company which has generated over $180 billion of revenue in the last 12M, is growing at a 15% YoY growth rate as per its latest quarterly filing, has one of the largest supply chain networks in China and it sits on a $12Bn+ cash pile. Given these realities and the difference in the price performance of this stock, I would like to initiate coverage on the stock of JD with a strong buy and get into the details of the different drivers of why I believe the stock is likely to do very well over the next 3-5 years....

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