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BABA vs. JD: Alibaba vs. JD.com Stock Comparison

How do Alibaba (BABA) and JD.com (JD) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Alibaba (BABA) and JD.com (JD) are both classified in the Broadline Retail sub-industry within the broader Broadline Retail industry, placing them in the closest GICS peer bucket.

Both Alibaba (BABA) and JD.com (JD) trade as ADRs — their core financials are comparable, but keep FX, depositary-program fees, and dividend withholding in view for each.

Company profile comparison for Alibaba (BABA) and JD.com (JD)
Profile ItemBABAJD
NameAlibaba Group Holding Ltd. ADRJD.com, Inc. Sponsored ADR
Country/RegionChinaChina
GICS SectorConsumer DiscretionaryConsumer Discretionary
GICS Industry GroupConsumer Discretionary Distribution & RetailConsumer Discretionary Distribution & Retail
GICS IndustryBroadline RetailBroadline Retail
GICS Sub-IndustryBroadline RetailBroadline Retail
Market Capitalization272.28 billion USD39.31 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateSeptember 19, 2014May 22, 2014
Security TypeADRADR

Price Performance

Cumulative Growth

BABA
JD
GSPC
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Alibaba (BABA) vs. JD.com (JD), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Alibaba (BABA) and JD.com (JD). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Alibaba (BABA) and JD.com (JD). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Alibaba (BABA) and JD.com (JD)
MetricBABAJD
Total Return (1Y)-35.96%-7.92%
Total Return (3Y, Annualized)10.68%6.38%
Total Return (5Y, Annualized)-6.88%-16.01%

Risk Profile

Drawdown History

BABA
JD
GSPC
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Alibaba (BABA) vs. JD.com (JD), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Alibaba (BABA) and JD.com (JD). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Alibaba (BABA) and JD.com (JD)
MetricBABAJD
Volatility (1Y, Annualized)40.95%30.03%
Beta (5Y)0.390.27
Max Drawdown (5Y)-62.51%-75.63%
Avg. Volume (3M)10.02M7.88M

Risk-Adjusted Performance

Risk-Return Positioning

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BABA and JD are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Alibaba (BABA) and JD.com (JD)
MetricBABAJD
Sharpe Ratio (1Y)-0.98-0.41
Sortino Ratio (1Y)-1.48-0.63

Profitability

ROE (TTM)

JD.com (JD) at 6.79% is around its peer norm for ROE, while Alibaba (BABA) at 6.36% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

BABA

Consumer Discretionary Distribution & Retail industry group

6.36%

Max
62.17%
Q3
29.44%
Median
15.69%
Q1
6.73%
BABA
6.36%
Min
-12.16%

JD

Consumer Discretionary Distribution & Retail industry group

6.79%

Max
62.17%
Q3
29.44%
Median
15.69%
JD
6.79%
Q1
6.73%
Min
-12.16%
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Alibaba (BABA) vs. JD.com (JD): A comparison of their ROE against the Consumer Discretionary Distribution & Retail industry group benchmark.

Net Margin (TTM)

Alibaba (BABA) at 7.04% keeps about the industry-typical share of revenue as profit, while JD.com (JD) at 1.13% retains only a bottom-quartile share.

BABA

Consumer Discretionary Distribution & Retail industry group

7.04%

Max
16.94%
Q3
8.69%
BABA
7.04%
Median
3.55%
Q1
1.14%
Min
-9.41%

JD

Consumer Discretionary Distribution & Retail industry group

1.13%

Max
16.94%
Q3
8.69%
Median
3.55%
Q1
1.14%
JD
1.13%
Min
-9.41%
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Alibaba (BABA) vs. JD.com (JD): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

Alibaba (BABA) at 7.30% runs core operations around its industry’s norm, while JD.com (JD) at 1.20% operates in the bottom quartile.

BABA

Consumer Discretionary Distribution & Retail industry group

7.30%

Max
21.45%
Q3
10.89%
BABA
7.30%
Median
5.57%
Q1
2.28%
Min
-7.12%

JD

Consumer Discretionary Distribution & Retail industry group

1.20%

Max
21.45%
Q3
10.89%
Median
5.57%
Q1
2.28%
JD
1.20%
Min
-7.12%
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Alibaba (BABA) vs. JD.com (JD): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for Alibaba (BABA) and JD.com (JD)
MetricBABAJD
ROE (TTM)6.36%6.79%
ROA (TTM)1.56%0.19%
Net Margin (TTM)7.04%1.13%
Operating Margin (TTM)7.30%1.20%
Gross Margin (TTM)38.20%9.42%

Growth

Revenue Growth

JD.com (JD) at 12.97% sits in the top revenue growth quartile, while Alibaba (BABA) at 2.74% is closer to the peer norm — faster top-line expansion for JD.

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Alibaba (BABA) vs. JD.com (JD): A comparison of their Revenue Growth across different time periods.

EPS Growth

Alibaba (BABA) at -17.91% is around its peer norm for EPS growth, while JD.com (JD) at -51.97% drops into the bottom quartile, signaling weaker earnings momentum.

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Alibaba (BABA) vs. JD.com (JD): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Alibaba (BABA) and JD.com (JD)
MetricBABAJD
Revenue Growth (YoY)2.74%12.97%
Revenue Growth (3Y CAGR)5.62%7.76%
EPS Growth (YoY)-17.91%-51.97%
EPS Growth (3Y CAGR)17.05%26.19%

Financial Strength

Current Ratio (MRQ)

Both Alibaba (BABA) at 1.36 and JD.com (JD) at 1.14 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

BABA

Consumer Discretionary Distribution & Retail industry group

1.36

Max
2.62
Q3
1.75
BABA
1.36
Median
1.35
Q1
1.00
Min
0.48

JD

Consumer Discretionary Distribution & Retail industry group

1.14

Max
2.62
Q3
1.75
Median
1.35
JD
1.14
Q1
1.00
Min
0.48
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Alibaba (BABA) vs. JD.com (JD): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Both Alibaba (BABA) at 0.24 and JD.com (JD) at 0.37 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.

BABA

Consumer Discretionary Distribution & Retail industry group

0.24

Max
3.93
Q3
2.14
Median
1.25
Q1
0.73
BABA
0.24
Min
0.01

JD

Consumer Discretionary Distribution & Retail industry group

0.37

Max
3.93
Q3
2.14
Median
1.25
Q1
0.73
JD
0.37
Min
0.01
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Alibaba (BABA) vs. JD.com (JD): A comparison of their debt-to-equity ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Alibaba (BABA) and JD.com (JD)
MetricBABAJD
Current Ratio (MRQ)1.361.14
Debt / Equity (MRQ)0.240.37
Net Debt / EBITDA-1.20-9.86

Dividends

Dividend Yield (TTM)

Both Alibaba (BABA) at 6.70% and JD.com (JD) at 24.42% yield above their industries’ entire benchmark ranges — high enough that dividend safety, not income, becomes the first question.

BABA

Consumer Discretionary Distribution & Retail industry group

6.70%

BABA
6.70%
Max
5.84%
Q3
2.50%
Median
0.00%
Q1
0.00%
Min
0.00%

JD

Consumer Discretionary Distribution & Retail industry group

24.42%

JD
24.42%
Max
5.84%
Q3
2.50%
Median
0.00%
Q1
0.00%
Min
0.00%
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Alibaba (BABA) vs. JD.com (JD): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

Alibaba (BABA) at 25.44% pays out a band-typical share of earnings, while JD.com (JD) at 70.39% distributes more than its industry norm — less retained, thinner cover.

BABA

Consumer Discretionary Distribution & Retail industry group

25.44%

Max
72.73%
Q3
32.44%
BABA
25.44%
Median
0.00%
Q1
0.00%
Min
0.00%

JD

Consumer Discretionary Distribution & Retail industry group

70.39%

Max
72.73%
JD
70.39%
Q3
32.44%
Median
0.00%
Q1
0.00%
Min
0.00%
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Alibaba (BABA) vs. JD.com (JD): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for Alibaba (BABA) and JD.com (JD)
MetricBABAJD
Dividend Yield (TTM)6.70%24.42%
Dividend Payout Ratio (TTM)25.44%70.39%

Valuation

P/E Ratio (TTM)

JD.com (JD) at 20.36 is near its industry’s usual P/E ratio, while Alibaba (BABA) at 26.50 sits in the richer quartile — BABA needs stronger growth or earnings quality to justify the premium.

BABA

Consumer Discretionary Distribution & Retail industry group

26.50

Max
40.50
BABA
26.50
Q3
24.26
Median
19.23
Q1
12.64
Min
4.67

JD

Consumer Discretionary Distribution & Retail industry group

20.36

Max
40.50
Q3
24.26
JD
20.36
Median
19.23
Q1
12.64
Min
4.67
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Alibaba (BABA) vs. JD.com (JD): A comparison of their P/E ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/S Ratio (TTM)

Both Alibaba (BABA) at 0.26 and JD.com (JD) at 0.03 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

BABA

Consumer Discretionary Distribution & Retail industry group

0.26

Max
4.32
Q3
1.99
Median
0.70
Q1
0.26
BABA
0.26
Min
0.03

JD

Consumer Discretionary Distribution & Retail industry group

0.03

Max
4.32
Q3
1.99
Median
0.70
Q1
0.26
JD
0.03
Min
0.03
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Alibaba (BABA) vs. JD.com (JD): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Alibaba (BABA) at 1.63 and JD.com (JD) at 1.19 are valued close to their industries’ norm against book — neither stands out from peers.

BABA

Consumer Discretionary Distribution & Retail industry group

1.63

Max
10.96
Q3
5.26
Median
2.16
BABA
1.63
Q1
1.08
Min
-4.45

JD

Consumer Discretionary Distribution & Retail industry group

1.19

Max
10.96
Q3
5.26
Median
2.16
JD
1.19
Q1
1.08
Min
-4.45
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Alibaba (BABA) vs. JD.com (JD): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for Alibaba (BABA) and JD.com (JD)
MetricBABAJD
P/E Ratio (TTM)26.5020.36
P/S Ratio (TTM)0.260.03
P/B Ratio (MRQ)1.631.19
Free Cash Flow Yield (TTM)-30.35%41.03%