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JD vs PDD
Which Stock Would AI Choose? JD.com (JD) vs. PDD Holdings (PDD) Stock Comparison
Key Takeaways
- JD.com reported Q2 2026 revenue of RMB 346.4 billion, a 2.9% year-over-year decline, while non-GAAP net income rose 20.8% amid core retail margin expansion and narrower food-delivery losses.
- PDD Holdings is scheduled to release Q2 2026 results on August 24, 2026, with analysts noting potential pressure on profitability despite ongoing Temu international expansion.
- Over recent weeks, JD.com shares have shown relative resilience compared with broader declines in PDD Holdings amid mixed Chinese e-commerce sentiment.
- Both companies operate in competitive Chinese online retail but differ in model: JD.com emphasizes owned inventory and logistics, while PDD Holdings focuses on group-buying and marketplace dynamics.
- Regulatory scrutiny affects both, including EU probes into JD.com’s Ceconomy bid and PDD Holdings’ Temu compliance issues.
- Share buybacks and partnerships, such as JD.com’s Costco collaboration, have supported capital returns for JD.com in recent market activity.
Introduction
JD.com and PDD Holdings represent two leading players in China’s e-commerce sector, each with distinct approaches to online retail and logistics. Investors and traders comparing these stocks often seek insights into relative performance, margin trends, and exposure to domestic consumption patterns versus international growth. This analysis examines recent market activity and observable fundamentals to highlight contrasts relevant for those evaluating Chinese consumer stocks in the current environment.
JD Overview and Recent Performance
JD.com operates as a supply chain-based technology and service provider with a focus on direct sales, rapid delivery, and logistics infrastructure. In recent market activity, the company released Q2 2026 results showing revenue of RMB 346.4 billion, down 2.9% year-over-year due to a high base effect, though the figure exceeded some analyst expectations. Non-GAAP net income increased 20.8% to RMB 8.9 billion, supported by record operating margins in the core JD Retail segment and reduced losses in new businesses including food delivery. Sentiment was influenced by the revenue decline, leading to an approximate 9% share price drop post-earnings, alongside developments such as remedies offered in an EU probe of its Ceconomy acquisition and a new Costco partnership in China. Share repurchases totaling US$1 billion in the first half of 2026 have also featured in recent positioning.
PDD Overview and Recent Performance
PDD Holdings manages a portfolio centered on its Pinduoduo domestic platform and Temu international marketplace, emphasizing value-oriented group buying and supply-chain efficiencies. In recent market activity, attention has centered on the upcoming Q2 2026 earnings release scheduled for August 24, 2026, with analysts highlighting expectations of revenue growth alongside potential profit pressures from investments and competition. The stock has experienced broader declines over the past year, trading near US$88 with a market capitalization around US$126 billion as of late August 2026. Factors influencing sentiment include ongoing global expansion efforts and regulatory developments related to refund policies and EU subsidy investigations. Performance metrics show a year-to-date decline amid these dynamics.
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Head-to-Head Comparison
JD.com and PDD Holdings both serve Chinese consumers but diverge in business models, with JD.com relying on owned-inventory fulfillment and extensive logistics while PDD Holdings leverages marketplace dynamics and lower-price group purchasing. Recent momentum has favored JD.com’s relative price stability amid its Q2 earnings, whereas PDD Holdings faces pre-earnings caution tied to profitability expectations. Growth drivers differ: JD.com highlights supply-chain scale and partnerships such as Costco, while PDD Holdings emphasizes Temu’s international reach. Risk factors include regulatory exposure for both, with JD.com navigating EU merger scrutiny and PDD Holdings addressing compliance in multiple jurisdictions. Sector exposure centers on e-commerce and logistics, though PDD Holdings carries greater emphasis on cross-border elements. Market sentiment reflects these contrasts, with JD.com showing stronger recent technical resilience in some comparative analyses.
Tickeron AI Verdict
Based on observable factors including trend consistency in recent weeks, margin stability in core operations, and catalysts such as partnerships and buybacks, Tickeron’s AI models currently assign a higher probabilistic weighting to JD.com over PDD Holdings. PDD Holdings’ positioning reflects greater uncertainty ahead of earnings and broader volatility, though its scale and international initiatives remain notable. This assessment relies on quantitative signals rather than forward projections.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JD is a Buy and PDD is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
JD’s FA Score shows that 2 FA rating(s) are green whilePDD’s FA Score has 0 green FA rating(s).
- JD’s FA Score: 2 green, 3 red.
- PDD’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
JD’s TA Score shows that 4 TA indicator(s) are bullish while PDD’s TA Score has 3 bullish TA indicator(s).
- JD’s TA Score: 4 bullish, 6 bearish.
- PDD’s TA Score: 3 bullish, 6 bearish.
Price Growth
JD (@Internet Retail) experienced а -2.98% price change this week, while PDD (@Internet Retail) price change was -4.43% for the same time period.
The average weekly price growth across all stocks in the @Internet Retail industry was -5.25%. For the same industry, the average monthly price growth was -14.35%, and the average quarterly price growth was -13.30%.
Reported Earning Dates
JD is expected to report earnings on Nov 12, 2026.
PDD is expected to report earnings on Nov 19, 2026.
Industries' Descriptions
@Internet Retail (-5.25% weekly)The internet retail industry includes companies that sell products and services through the Internet. With more and more consumers using online retailers, the companies have seen a big increase in the use of their services. Some of the companies in the group are focused on selling business-to-business products and services. Others sell business-to-consumer products and services. Internet retailers offer a wide variety of products like books, apparel, and electronics. Some companies even specialize in only one or two categories. One potentially critical factor for players to thrive in this space is the quality and speed of product delivery. This requires an investment in efficient distribution networks. Things like logistics are important factors in the success in the extremely competitive industry. For a company to stay relevant in the industry it must have effective pricing strategies and upgraded websites. The websites must be easy to navigate and engaging for customers. In addition to the revenues generated from straight sales, internet retailers can generate revenue from subscription fees and advertising. Amazon.com, Inc., Alibaba Group, and JD.com are some of the global leaders.
| JD | PDD | JD / PDD | |
| Capitalization | 37B | 112B | 33% |
| EBITDA | 26B | 125B | 21% |
| Gain YTD | -2.569 | -30.673 | 8% |
| P/E Ratio | 17.98 | 8.48 | 212% |
| Revenue | 1.31T | 451B | 291% |
| Total Cash | 222B | 456B | 49% |
| Total Debt | 105B | 4.84B | 2,168% |
JD | PDD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 51 | 52 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 76 | 43 | |
PRICE GROWTH RATING 1..100 | 63 | 77 | |
P/E GROWTH RATING 1..100 | 8 | 85 | |
SEASONALITY SCORE 1..100 | 29 | 41 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
JD's Valuation (11) in the Internet Retail industry is somewhat better than the same rating for PDD (72) in the Catalog Or Specialty Distribution industry. This means that JD’s stock grew somewhat faster than PDD’s over the last 12 months.
JD's Profit vs Risk Rating (100) in the Internet Retail industry is in the same range as PDD (100) in the Catalog Or Specialty Distribution industry. This means that JD’s stock grew similarly to PDD’s over the last 12 months.
PDD's SMR Rating (43) in the Catalog Or Specialty Distribution industry is somewhat better than the same rating for JD (76) in the Internet Retail industry. This means that PDD’s stock grew somewhat faster than JD’s over the last 12 months.
JD's Price Growth Rating (63) in the Internet Retail industry is in the same range as PDD (77) in the Catalog Or Specialty Distribution industry. This means that JD’s stock grew similarly to PDD’s over the last 12 months.
JD's P/E Growth Rating (8) in the Internet Retail industry is significantly better than the same rating for PDD (85) in the Catalog Or Specialty Distribution industry. This means that JD’s stock grew significantly faster than PDD’s over the last 12 months.
| JD | PDD | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 77% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 71% | 2 days ago 80% |
| Momentum ODDS (%) | 2 days ago 82% | 2 days ago 79% |
| MACD ODDS (%) | 2 days ago 85% | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 78% | 2 days ago 78% |
| Advances ODDS (%) | 22 days ago 74% | 24 days ago 73% |
| Declines ODDS (%) | 2 days ago 81% | 2 days ago 76% |
| BollingerBands ODDS (%) | 2 days ago 84% | N/A |
| Aroon ODDS (%) | 2 days ago 76% | 2 days ago 82% |
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JD and
Correlation & Price change
A.I.dvisor indicates that over the last year, JD has been loosely correlated with PDD. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if JD jumps, then PDD could also see price increases.
PDD and
Correlation & Price change
A.I.dvisor indicates that over the last year, PDD has been loosely correlated with JD. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if PDD jumps, then JD could also see price increases.
| Ticker / NAME | Correlation To PDD | 1D Price Change % | ||
|---|---|---|---|---|
| PDD | 100% | -1.43% | ||
| JD - PDD | 56% Loosely correlated | -2.46% | ||
| VIPS - PDD | 46% Loosely correlated | -3.99% | ||
| BABA - PDD | 46% Loosely correlated | -2.89% | ||
| BZUN - PDD | 32% Poorly correlated | -2.14% | ||
| RERE - PDD | 31% Poorly correlated | -0.74% | ||
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