JD
JD.com, Inc.Consumer Cyclical · $37.4B market cap
Verdict
Share price
$25.78
close of Oct 3, 2026
Fair value
$28.35
Sticker Price
Payback Price
$11.34
buy price
JD is Fairly Valued: at $25.78 it's within 9% of its fair value of $28.35. Its buy price (Payback Price) is $11.34, 56% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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5 of the investors we track hold JD. In Q2 2026, 1 opened a position, 2 trimmed and 1 sold out. Who we track
Howard Marks
Oaktree Capital Management · as of Q2 2026
$7.9B
8,065,000 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$310.7M
12,194,648 shares
Samantha McLemore
Patient Capital Management · as of Q2 2026
$35.1M
1,377,719 shares
Sarah Ketterer
Causeway Capital Management · as of Q2 2026
$30.6M
1,199,207 shares
Chase Coleman
Tiger Global Management · as of Q2 2026
$5.1M
201,500 shares
Moves in Q2 2026
New position: Sarah Ketterer
Trimmed: Howard Marks, Chase Coleman
Sold out: David Tepper
Insider activity
Since Jul 1, 2026: no open-market purchases and 12 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
Li Carol Yun Yau
director · 2026-09-23
Option exercise
18,658 shares
Li Carol Yun Yau
director · 2026-09-23
Option exercise
9,329 shares
Ding Kun
director · 2026-08-14
Option exercise
13,900 shares
Ding Kun
director · 2026-08-14
Option exercise
6,950 shares
Yu Jennifer Ngar-Wing
director · 2026-08-14
Option exercise
13,900 shares
Show all 12 other filingsShow fewer
Yu Jennifer Ngar-Wing
director · 2026-08-14
Option exercise
6,950 shares
Xu Ran
Chief Executive Officer · 2026-07-02
Tax withholding
$30K
Shan Su
Chief Financial Officer · 2026-07-02
Tax withholding
$15K
Xu Ran
Chief Executive Officer · 2026-07-01
Option exercise
5,000 shares
Xu Ran
Chief Executive Officer · 2026-07-01
Option exercise
2,500 shares
Shan Su
Chief Financial Officer · 2026-07-01
Option exercise
2,500 shares
Shan Su
Chief Financial Officer · 2026-07-01
Option exercise
1,250 shares
About JD.com, Inc.
JD.com, Inc. is a prominent technology and service provider based in the People's Republic of China, distinguished by its robust, supply chain-centric operations. The company's retail segment offers a comprehensive array of products. This includes computing devices, communication equipment, and various consumer electronics, alongside a broad selection of home appliances. Beyond these, JD.com provides an extensive…
Specialty Retail
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works