Alibaba Group Holding vs JD.com: Business Model & Financial Comparison 2026
Alibaba Group Holding · Consumer Cyclical / Internet Retail·JD.com · Consumer Cyclical / Internet Retail
Financial Comparison
| Metric | BABAAlibaba Group Holding | JDJD.com |
|---|---|---|
| Market Cap | $312.24B | $39.88B |
| Revenue (TTM) | $1.01T | $1.31T |
| Revenue Growth | 4.8% | 1.5% |
| Gross Margin | 41.2% | 9.3% |
| Operating Margin | 2.2% | -1.3% |
| Net Margin | 12.2% | 1.5% |
| Return on Equity | 11.2% | 7.6% |
| P/E (Trailing) | 17.2x | 8.3x |
| P/E (Forward) | 14.9x | 6.5x |
| Free Cash Flow | $-49.49B | $-2.39B |
| Cash | $373.57B | $213.23B |
| Total Debt | $302.95B | $107.11B |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
Alibaba Group Holding
Alibaba Group Holding Limited stands as a leading company in Consumer Cyclical. Generating $1.01 trillion in annual revenue (growing 4.8% year-over-year) and carrying a market capitalization of $311.19 billion, the company has cemented its position as a foundational player in the global Internet Retail landscape. Under the leadership of its leadership team, Alibaba Group Holding Limited continues to execute on a multi-year strategic vision that b…
Full Alibaba Group Holding analysis →JD.com
JD.com, Inc. stands as a leading company in Consumer Cyclical. Generating $1.30 trillion in annual revenue (growing 14.9% year-over-year) and carrying a market capitalization of $37.58 billion, the company has cemented its position as a foundational player in the global Internet Retail landscape. Under the leadership of its leadership team, JD.com, Inc. continues to execute on a multi-year strategic vision that balances growth investment with sha…
Full JD.com analysis →SWOT Analysis Comparison
Strengths
Alibaba Group Holding
- With a market capitalization of $311.19B, Alibaba Group Holding Limited is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capit
- Alibaba Group Holding Limited's gross margin of 41.2% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 2.2% demon
JD.com
- Revenue grew 14.9% year-over-year to $1.30T, indicating strong demand for JD.com, Inc.'s products and services and outperformance relative to many industry peers.
Weaknesses
Alibaba Group Holding
- Revenue growth of 4.8% is below what growth investors typically seek, suggesting market saturation in core businesses or increasing competitive pressure.
- With 126,661 employees globally, Alibaba Group Holding Limited faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that sm
JD.com
- A net profit margin of 2.5% leaves limited buffer against revenue fluctuations or cost increases. Any significant market downturn could quickly pressure profitability.
- With 900,000 employees globally, JD.com, Inc. faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller, nimbler co
Opportunities
Alibaba Group Holding
- Alibaba Group Holding Limited operates in the Internet Retail segment of the broader Consumer Cyclical sector, which represents a $28 trillion global consumer spending market. Even modest share gains
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Alibaba
- With $373.57B in cash and strong free cash flow generation, Alibaba Group Holding Limited is well-positioned to pursue strategic acquisitions that expand its capabilities, customer base, or geographic
JD.com
- JD.com, Inc. operates in the Internet Retail segment of the broader Consumer Cyclical sector, which represents a $28 trillion global consumer spending market. Even modest share gains in this environme
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for JD.com,
- With $198.27B in cash and strong free cash flow generation, JD.com, Inc. is well-positioned to pursue strategic acquisitions that expand its capabilities, customer base, or geographic reach.
Threats
Alibaba Group Holding
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Alibaba Group Holding Limited's revenue is not fully insulated from macroeconomic cycles, an
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Alibaba Group Holdi
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
JD.com
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. JD.com, Inc.'s revenue is not fully insulated from macroeconomic cycles, and a recession sce
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on JD.com, Inc.'s busi
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
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Open Comparison ToolAlibaba Group Holding vs JD.com: FAQ
- Is Alibaba Group Holding bigger than JD.com?
- By market capitalization, Alibaba Group Holding is larger at $312.24B vs JD.com's $39.88B.
- Which has better profit margins — Alibaba Group Holding or JD.com?
- Alibaba Group Holding has higher net profit margins (12.2%) compared to JD.com (1.5%). Gross and operating margins are compared in the table above.
- What sectors do Alibaba Group Holding and JD.com operate in?
- Alibaba Group Holding operates in the Consumer Cyclical sector (Internet Retail). JD.com operates in the Consumer Cyclical sector (Internet Retail).
- How does Alibaba Group Holding's revenue compare to JD.com's?
- Alibaba Group Holding generates $1.01T in annual revenue (TTM) while JD.com generates $1.31T. JD.com is the larger company by revenue as of 2026.