JD vs. W: JD.com vs. Wayfair Stock Comparison

November 11, 2026

How do JD.com (JD) and Wayfair (W) 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

JD.com (JD) and Wayfair (W) both fall under the Consumer Discretionary Distribution & Retail industry group, but JD is classified in Broadline Retail while W is classified in Specialty Retail.

Wayfair (W) trades as ordinary local shares, while JD.com (JD) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for JD.com (JD) and Wayfair (W)
Profile Item	JD	W
Name	JD.com, Inc. Sponsored ADR	Wayfair Inc. Class A Common Stock
Country/Region	China	United States
GICS Sector	Consumer Discretionary	Consumer Discretionary
GICS Industry Group	Consumer Discretionary Distribution & Retail	Consumer Discretionary Distribution & Retail
GICS Industry	Broadline Retail	Specialty Retail
GICS Sub-Industry	Broadline Retail	Homefurnishing Retail
Market Capitalization	39.31 billion USD	15.29 billion USD
Currency	USD	USD
Exchange	Nasdaq	NYSE
Listing Date	May 22, 2014	October 2, 2014
Security Type	ADR	Common Stock

Price Performance

Cumulative Growth

GSPC

JD.com (JD) vs. Wayfair (W), 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 JD.com (JD) and Wayfair (W). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for JD.com (JD) and Wayfair (W)
Metric	JD	W
Total Return (1Y)	-7.92%	11.13%
Total Return (3Y, Annualized)	6.38%	40.48%
Total Return (5Y, Annualized)	-16.01%	-13.87%

Risk Profile

Drawdown History

GSPC

JD.com (JD) vs. Wayfair (W), 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 JD.com (JD) and Wayfair (W). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Wayfair (W) has a highly aggressive beta of 3.07, indicating much higher sensitivity to broad-market moves, while JD.com (JD) is defensive at 0.27 and tends to be less market-sensitive — a wide gap in beta profiles.

Risk profile metrics for JD.com (JD) and Wayfair (W)
Metric	JD	W
Volatility (1Y, Annualized)	30.03%	69.34%
Beta (5Y)	0.27	3.07
Max Drawdown (5Y)	-75.63%	-91.36%
Avg. Volume (3M)	7.88M	2.27M

Risk-Adjusted Performance

Risk-Return Positioning

JD and W 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 JD.com (JD) and Wayfair (W)
Metric	JD	W
Sharpe Ratio (1Y)	-0.41	0.10
Sortino Ratio (1Y)	-0.63	0.16

Profitability

ROE (TTM)

Capital efficiency shows on one side only: JD.com (JD) earns 6.79% on shareholders’ equity, ranked against its industry; Wayfair (W) has no ROE this period.

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%

W

Consumer Discretionary Distribution & Retail industry group

Max: 62.17%
Q3: 29.44%
Median: 15.69%
Q1: 6.73%
Min: -12.16%
W: --

JD.com (JD) vs. Wayfair (W): W does not report ROE, so it has no value marker; JD is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Net Margin (TTM)

Wayfair (W) reports a negative net margin of -1.21%, usually indicating a net loss over the period. Meanwhile JD.com (JD) reports 1.13%, ranking against industry peers normally.

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%

W

Consumer Discretionary Distribution & Retail industry group

-1.21%

Max: 16.94%
Q3: 8.69%
Median: 3.55%
Q1: 1.14%
W: -1.21%
Min: -9.41%

JD.com (JD) vs. Wayfair (W): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

Wayfair (W) at 3.10% runs core operations around its industry’s norm, while JD.com (JD) at 1.20% operates in the bottom quartile.

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%

W

Consumer Discretionary Distribution & Retail industry group

3.10%

Max: 21.45%
Q3: 10.89%
Median: 5.57%
W: 3.10%
Q1: 2.28%
Min: -7.12%

JD.com (JD) vs. Wayfair (W): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for JD.com (JD) and Wayfair (W)
Metric	JD	W
ROE (TTM)	6.79%	--
ROA (TTM)	0.19%	5.86%
Net Margin (TTM)	1.13%	-1.21%
Operating Margin (TTM)	1.20%	3.10%
Gross Margin (TTM)	9.42%	29.95%

Growth

Revenue Growth

JD.com (JD) at 12.97% sits in the top revenue growth quartile, while Wayfair (W) at 5.11% is closer to the peer norm — faster top-line expansion for JD.

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

EPS Growth

Only one side can be read here: JD.com (JD) reports EPS growth of -51.97%, ranked against its industry; Wayfair (W) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for JD.com (JD) and Wayfair (W)
Metric	JD	W
Revenue Growth (YoY)	12.97%	5.11%
Revenue Growth (3Y CAGR)	7.76%	0.65%
EPS Growth (YoY)	-51.97%	--
EPS Growth (3Y CAGR)	26.19%	--

Financial Strength

Current Ratio (MRQ)

JD.com (JD) at 1.14 keeps current ratio within its industry’s typical mid-range, while Wayfair (W) at 0.67 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for W.

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

W

Consumer Discretionary Distribution & Retail industry group

0.67

Max: 2.62
Q3: 1.75
Median: 1.35
Q1: 1.00
W: 0.67
Min: 0.48

JD.com (JD) vs. Wayfair (W): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: JD.com (JD) carries debt-to-equity ratio of 0.37 against its industry range, while Wayfair (W) reports no figure this period.

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

W

Consumer Discretionary Distribution & Retail industry group

Max: 3.93
Q3: 2.14
Median: 1.25
Q1: 0.73
Min: 0.01
W: --

JD.com (JD) vs. Wayfair (W): W does not report debt-to-equity ratio, so it has no value marker; JD is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

Financial Strength Metrics

Financial strength metrics for JD.com (JD) and Wayfair (W)
Metric	JD	W
Current Ratio (MRQ)	1.14	0.67
Debt / Equity (MRQ)	0.37	--
Net Debt / EBITDA	-9.86	6.93

Dividends

Dividend Yield (TTM)

Wayfair (W) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile JD.com (JD) reports a yield of 24.42%, ranking against industry peers normally.

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%

W

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 5.84%
Q3: 2.50%
W: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

JD.com (JD) vs. Wayfair (W): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

Wayfair (W) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile JD.com (JD) reports a payout of 70.39%, ranking against industry peers normally.

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%

W

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 72.73%
Q3: 32.44%
W: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

JD.com (JD) vs. Wayfair (W): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for JD.com (JD) and Wayfair (W)
Metric	JD	W
Dividend Yield (TTM)	24.42%	0.00%
Dividend Payout Ratio (TTM)	70.39%	0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: JD.com (JD) trades at 20.36 times trailing earnings, ranked against its peers, while Wayfair (W) has no P/E ratio this period.

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

W

Consumer Discretionary Distribution & Retail industry group

Max: 40.50
Q3: 24.26
Median: 19.23
Q1: 12.64
Min: 4.67
W: --

JD.com (JD) vs. Wayfair (W): W does not report P/E ratio, so it has no value marker; JD is benchmarked against the Consumer Discretionary Distribution & Retail industry group.

P/S Ratio (TTM)

JD.com (JD) at 0.03 sits in the cheaper P/S ratio quartile while Wayfair (W) at 1.16 prices around its industry’s middle — JD costs less per dollar of sales, though read it alongside growth and margins.

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

W

Consumer Discretionary Distribution & Retail industry group

1.16

Max: 4.32
Q3: 1.99
W: 1.16
Median: 0.70
Q1: 0.26
Min: 0.03

JD.com (JD) vs. Wayfair (W): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

Wayfair (W) reports a negative P/B ratio of -5.43, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile JD.com (JD) reports 1.19, ranking against industry peers normally.

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

W

Consumer Discretionary Distribution & Retail industry group

-5.43

Max: 10.96
Q3: 5.26
Median: 2.16
Q1: 1.08
Min: -4.45
W: -5.43

JD.com (JD) vs. Wayfair (W): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for JD.com (JD) and Wayfair (W)
Metric	JD	W
P/E Ratio (TTM)	20.36	--
P/S Ratio (TTM)	0.03	1.16
P/B Ratio (MRQ)	1.19	-5.43
Free Cash Flow Yield (TTM)	41.03%	3.12%