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Chinese Digital Retail And Logistics Will Open Markets Despite Risks

Published
24 Nov 24
Updated
03 Oct 25
AnalystConsensusTarget's Fair Value
US$44.99
29.2% undervalued intrinsic discount
03 Oct
US$31.85
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1Y
-27.3%
7D
-10.0%

Author's Valuation

US$44.9929.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Oct 25
Fair value Increased 1.06%

Analysts have modestly raised their fair value price target for JD.com from $44.52 to $44.99. They cite balanced expectations for the company's growth outlook, ongoing strategic investments, and profitability considerations.

Shared on04 Sep 25
Fair value Increased 0.084%

Analysts have tempered their long-term outlook on JD.com due to ongoing margin pressures and uncertainty over profitability from new business investments, leading to a consensus price target that remains at $44.48 despite strong near-term revenue growth. Analyst Commentary Bullish analysts remain positive on JD.com's near-term growth outlook, citing strong Q2 topline performance and expectations for above-consensus revenue growth.

Shared on07 May 25
Fair value Decreased 21%

Shared on30 Apr 25
Fair value Decreased 0.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 2.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 12%

AnalystConsensusTarget has decreased future PE multiple from 13.5x to 11.6x, decreased discount rate from 9.7% to 8.5% and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on10 Mar 25
Fair value Decreased 9.23%