EBay Inc vs JD.com Inc ADR

EBay Inc (EBAY) is overvalued and JD.com Inc ADR (JD) is slightly undervalued.

Against our estimates of intrinsic value, JD trades at the wider discount: a margin of safety of +15%, against -78% for EBAY.

Values as of the 22 Sept 2026 close.

EBay Inc (EBAY)

Discounting its cash flows at 10.8% (average of 3 methods) values the shares at $61.38; the price of $109.28 is 78% above that value, and 70% of that value comes from beyond year five.

Leak Score 41/100 on 9 of 12 signals

JD.com Inc ADR (JD)

Discounting its cash flows at 6.6% (average of 2 methods) values the shares at $32.24; the price of $27.38 is 15% below that value.

Leak Score 49/100 on 3 of 12 signals

MetricEBAYJD
VerdictOvervaluedSlightly undervalued
Price$109.28$27.38
Intrinsic value$61.38$32.24
Margin of safety-78%+15%
Leak Score41/100 (9/12)49/100 (3/12)
Market cap$48.6B$32.9B
Revenue growth, 5 years4.6%11.0%
Operating margin21.4%0.2%
Net margin18.4%1.1%
Return on equity46.4%6.7%
Debt to equity1.530.48
P/E22.6x18.5x
Forward P/E16.2x6.5x
P/B10.4x1.2x
Dividend yield1.1%3.3%

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