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JD.Com Inc (JD)

Broadline Retail
Consumo Discrecional
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JD.com, Inc. operates as a supply chain-based technology and service provider in the People’s Republic of China. It operates through three segments: JD Retail, JD Logistics, and New Businesses. The company offers computers, communication, and consumer electronics products, as well as home appliances; and general merchandise products comprising food, beverage and fresh produce, baby and maternity products, furniture and household goods, cosmetics and other personal care items, pharmaceutical and healthcare products, industrial products, books, automobile accessories, apparel and footwear, bags, and jewelry. It also provides online marketplace services for third-party merchants; marketing services; and omni-channel solutions to customers and offline retailers, as well as online healthcare services. In addition, the company develops, owns, and manages its logistics facilities and other real estate properties to support third parties; and offers asset management services and integrated service platform; leasing of storage facilities and related management services, as well as engages in online retail business. Further, it provides technology-driven supply chain solutions and logistics services. The company was formerly known as 360buy Jingdong Inc. and changed its name to JD.com, Inc. in January 2014. JD.com, Inc. was incorporated in 2006 and is headquartered in Beijing, the People’s Republic of China.

Precio Actual

$211.44
+0.54% vs día anterior

Capitalización

48B

Desviación

-11.90%

Y/Y Growth

7.6%

EBIT Margin

2.5%

ROIC

7%

PEG Ratio

0.3

ROE

7%

3Y EPS Growth

49.6%

Dividend Yield

3.45%

Net Debt / EBITDA

-3.5x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
30.9%
CAGR EV/FCF (2025):
13.5%
CAGR Prom.:
32.7%
CAGR P/E:
27.4%
CAGR EV/EBITDA: 39.1%
CAGR EV/EBIT: 33.4%
Precio de compra para +15%:
$314.49

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
15x
(Fair: 108x)
EV/FCF
15x
EV/EBITDA
15x
EV/EBIT
15x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
10x
Fair P/E
108x
CAGR EV/FCF
Tu Múltiplo: 15x
30.9%
20.7%
94.3%
CAGR P/E
Tu Múltiplo: 15x
27.4%
17.5%
89.1%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-174.98%
Media vs. Gold
-2.60%
Media vs. Bono USA 7-10y
+12.89%
Media vs. Bono USA 1-3y
+12.34%
Media vs. Bono USA 20+y
+14.48%
Media vs. Dow Jones
+0.98%
Media vs. S&P 500
-1.89%
Media vs. NASDAQ 100
-7.31%
Media vs. MSCI World
+0.72%
Media vs. Russell 2000
+2.59%
Media vs. STOXX Europe 600
+6.90%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento JD
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
-12.65%-1.40%-11.25%57.46%-70.11%4.29%-16.94%0.99%-13.64%0.69%-13.33%13.12%-25.77%16.85%-29.49%22.29%-34.94%20.22%-32.87%12.99%-25.64%13.34%-25.99%
2024
27.46%110.77%-83.31%26.96%+0.51%-3.73%+31.19%0.05%+27.41%-11.17%+38.63%12.80%+14.66%24.01%+3.45%30.78%-3.32%17.88%+9.58%10.80%+16.66%5.50%+21.96%
2023
-49.88%153.66%-203.54%11.76%-61.63%-0.15%-49.73%0.98%-50.86%-2.54%-47.34%13.74%-63.62%24.73%-74.61%44.52%-94.40%21.92%-71.80%15.78%-65.66%11.67%-61.55%
2022
-17.85%-65.23%+47.37%0.78%-18.63%-15.93%-1.92%-5.00%-12.86%-31.00%+13.15%-9.40%-8.46%-19.95%+2.10%-33.89%+16.04%-19.70%+1.84%-22.50%+4.64%-13.29%-4.57%
2021
-18.83%60.33%-79.17%-6.24%-12.60%-4.15%-14.68%-0.98%-17.85%-5.94%-12.90%20.23%-39.07%28.79%-47.63%23.20%-42.04%21.22%-40.06%15.39%-34.22%21.66%-40.50%
2020
132.97%301.93%-168.95%23.90%+109.07%8.33%+124.64%2.02%+130.95%15.12%+117.85%6.02%+126.95%15.29%+117.68%41.75%+91.22%12.94%+120.03%18.48%+114.49%-4.64%+137.61%
2019
65.63%88.85%-23.22%17.78%+47.85%5.55%+60.08%1.20%+64.44%10.91%+54.72%21.91%+43.72%28.34%+37.30%34.60%+31.03%25.23%+40.40%23.05%+42.58%23.42%+42.22%
2018
-51.64%-71.79%+20.15%-3.12%-48.52%-0.97%-50.67%-0.24%-51.40%-3.17%-48.47%-6.03%-45.61%-7.01%-44.63%-5.30%-46.34%-11.16%-40.48%-13.00%-38.64%-13.42%-38.22%
2017
60.42%1,184.56%-1,124.14%11.93%+48.49%0.76%+59.65%-0.63%+61.05%6.03%+54.38%24.33%+36.09%18.42%+42.00%27.16%+33.26%19.45%+40.96%12.45%+47.97%7.16%+53.26%
2016
-13.85%109.91%-123.76%6.53%-20.38%-1.15%-12.70%-0.02%-13.83%-1.91%-11.94%15.24%-29.09%11.24%-25.09%9.79%-23.64%6.53%-20.38%22.42%-36.27%1.33%-15.18%
Media12.18%187.16%-174.98%14.77%-2.60%-0.71%+12.89%-0.16%+12.34%-2.30%+14.48%11.20%+0.98%14.07%-1.89%19.49%-7.31%11.45%+0.72%9.59%+2.59%5.27%+6.90%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
11/3/20257.6%2.5%-3.5x15x(24x)15x15x15x$240.01$389.35$559.32$594.81$632.56
10/4/20257.2%3.1%-3.5x15x(23x)15x15x15x$395.00$501.71$605.31$644.32$685.86

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 3 años.

Dividend Yield Actual
3.45%
Basado en 2025
Crecimiento Promedio
30.60%
CAGR últimos 3 años
Años Consecutivos
2
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2025
Actual
$7.30+35.44%
2024$5.39+25.93%
2023$4.28-
CAGR de Dividendos (2023 - 2025)
30.60%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2020
+132.97%
📉Worst Year
2018
-51.64%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

40%
4 of 10 years positive
Consistency ScoreFair
0%50%70%100%

JD has shown variable performance with positive returns in only 40% of years.