JD.Com Inc vs TJX Companies Inc — how do they compare? JD.Com Inc trades at $30.44 (market cap $41.80B), while TJX Companies Inc trades at $154.68 (market cap $172.00B). The key difference: TJX Companies Inc is far larger — about 4.1× JD.Com Inc's market cap, and JD.Com Inc pays the higher dividend (3.27%). Which is the better fit depends on your goals.
| JD | TJX | |
|---|---|---|
Market Cap | $41.80B | $172.00B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $36.17 | $168.41 |
52-Week Low | $25.19 | $124.53 |
Enterprise Value | $27.96B | $180.60B |
Dividend Yield | 3.27% | 1.23% |
Signals from Pluang's Aura AI — not financial advice
JD.com trades at $30.60, up 3.31% with strong recent earnings beats. The stock shows bullish technical signals with moving averages supporting upside, while RSI levels indicate potential overbought conditions. Fundamentally, revenue grew to $1.31 trillion in 2025, though net income margin compressed to 1.05%. Analyst consensus remains strongly bullish with a $39.50 price target, representing significant upside potential from current levels.
JD offers attractive valuation with P/S of 0.22 and P/E of 21.75, but faces risks from Chinese regulatory environment and ongoing margin pressure. The company maintains robust cash flow generation and shareholder returns through buybacks. Near-term catalyst includes Q2 2026 earnings release with expected EPS of $0.86.
TJX trades at $155.47, up 0.7% on the day, with a bullish technical signal and strong fundamental performance. The company has consistently beaten earnings expectations, with Q1 2026 EPS of $1.19 surpassing the $1.02 estimate. Revenue growth is robust, reaching $56.36 billion in 2025, with a net income margin of 9.4%. Analyst sentiment is overwhelmingly positive, with 88% recommending Buy and a consensus price target of $181.80, suggesting significant upside potential from current levels.
The outlook for TJX remains favorable, driven by sustained earnings beats, expanding margins, and strategic international growth. Key risks include competitive pressures in discount retail and sensitivity to consumer spending trends. With strong cash flow generation supporting dividends and buybacks, TJX presents a compelling growth story, though valuation metrics like a P/E of 30.05 warrant monitoring for overextension.
Trailing returns across standard periods
JD.com is China's second-largest e-commerce company after Alibaba in terms of gross merchandise volume, offering a wide selection of authentic products at competitive prices, with speedy and reliable delivery. The company has built its own nationwide fulfilment infrastructure and last-mile delivery network, staffed by its own employees, which supports both its online direct sales, its online marketplace and omnichannel businesses.
Read more on JD →TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →