JD
JD.com, Inc.
JD has the edge over LCID overall, supported by lower modeled downside.
LCID
Lucid Group, Inc.
LCID offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
JD Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
JD's cash flow and balance sheet are currently healthy, and its revenue and profitability are stable.
LCID Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
LCID's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
JD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.7x | $14.79 | -46% |
| Fair | 15x | $23.37 | -15% |
| Current | 18x | $27.49 | — |
| Expensive | 30x | $45.14 | +64% |
Historical ranges are pointers, not guarantees.
JD's PE is 18x, but its earnings don't support one, so it isn't a reliable read right now.
LCID PE Valuation
LCID has no meaningful PE right now: it lost money over the past year.
JD Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for JD, with profitability improving. However, they disagree widely on these estimates.
LCID Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| -- | |
| Limited | |
| Low |
Analysts expect LCID's losses to shrink, with revenue growing. However, they disagree widely on these estimates.
JD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $1.52 | -60% |
| Q1 2026 | $1.39 | -69% |
| Q4 2025 | $1.94 | -52% |
| Q3 2025 | $3.18 | -6.2% |
| Q2 2025 | $3.83 | +29% |
| Q1 2025 | $4.44 | +87% |
| Q4 2024 | $4.05 | +77% |
| Q3 2024 | $3.39 | +51% |
JD has the edge over LCID on earnings quality, reporting a profit while its opponent remains loss making.
LCID Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$13.08 | -$2.57 |
| Q2 2026 | -$13.65 | -$2.35 |
| Q1 2026 | -$13.15 | -$1.25 |
| Q4 2025 | -$12.09 | +$0.41 |
| Q3 2025 | -$10.51 | +$2.49 |
| Q2 2025 | -$11.30 | +$0.40 |
| Q1 2025 | -$11.90 | +$0.40 |
| Q4 2024 | -$12.50 | +$1.10 |
LCID is still losing money, but less than at its worst: $13.08 per share over the past year, against $16.50 at its worst in mid-2023.
JD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $51.8B | -3.2% |
| Q1 2026 | $47.1B | +4.2% |
| Q4 2025 | $52.9B | +1.5% |
| Q3 2025 | $44.9B | +15% |
| Q2 2025 | $53.5B | +22% |
| Q1 2025 | $45.2B | +16% |
| Q4 2024 | $52.1B | +13% |
| Q3 2024 | $39.1B | +5.1% |
JD's revenue has held roughly level: $51.8B last quarter, down 3.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 1.2% | +1.4 points |
| Q1 2026 | 1.2% | -2.3 points |
| Q4 2025 | -1.7% | -4.1 points |
| Q3 2025 | -0.3% | -5 points |
| Q2 2025 | -0.2% | -3.8 points |
| Q1 2025 | 3.5% | +0.5 points |
| Q4 2024 | 2.5% | +1.8 points |
| Q3 2024 | 4.6% | +0.9 points |
JD has the edge over LCID on profitability, with a higher operating margin.
LCID Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $350.3M | +4.1% |
| Q2 2026 | $405.3M | +56% |
| Q1 2026 | $282.5M | +20% |
| Q4 2025 | $522.7M | +123% |
| Q3 2025 | $336.6M | +68% |
| Q2 2025 | $259.4M | +29% |
| Q1 2025 | $235M | +36% |
| Q4 2024 | $234.5M | +49% |
LCID has the edge over JD on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -245% | +35 points |
| Q2 2026 | -267% | +43 points |
| Q1 2026 | -350% | -56 points |
| Q4 2025 | -204% | +109 points |
| Q3 2025 | -280% | +105 points |
| Q2 2025 | -310% | +83 points |
| Q1 2025 | -294% | +128 points |
| Q4 2024 | -313% | +156 points |
LCID's operating margin was −245% last quarter, up 35 points from the same quarter a year ago, near the top of its range since 2020.
JD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $4.8B | +49% |
| Q1 2026 | -$676.5M | +$2.4B |
| Q4 2025 | $2.2B | -23% |
| Q3 2025 | -$1.6B | +$142M |
| Q2 2025 | $3.2B | -55% |
| Q1 2025 | -$3.1B | -$959M |
| Q4 2024 | $2.8B | +73% |
| Q3 2024 | -$1.7B | -216% |
JD has the edge over LCID on cash generation, producing positive trailing cash flow while its opponent burns cash.
LCID Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1B | -$84.2M |
| Q2 2026 | -$1.5B | -$463.2M |
| Q1 2026 | -$1.4B | -$849M |
| Q4 2025 | -$1.2B | -$417.1M |
| Q3 2025 | -$955.5M | -$333M |
| Q2 2025 | -$1B | -$271.6M |
| Q1 2025 | -$589.9M | +$125.1M |
| Q4 2024 | -$824.8M | -$77.6M |
LCID has burned cash in almost every quarter: −$5.2B over the past year, against −$3.4B the year before.
JD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.7% | -24.5M shares |
| 1 year | -5.2% | -77M shares |
| 3 years | -11% | -175M shares |
| 5 years | -12% | -187M shares |
| Available history | -5.2% | -77.6M shares |
JD has the edge over LCID on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $3.2B |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $3.9B |
| Q3 2024 | — |
JD spent $3.2B buying back its own shares over the past year, down 17% from the year before.
LCID Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.3% | +12.5M shares |
| 1 year | +26% | +82.4M shares |
| 3 years | +73% | +166M shares |
LCID has 395M diluted shares, up 26% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | $2.2M |
| Q1 2020 | — |
JD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | -0.2x | Net Cash |
| Q4 2025 | -1.1x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q1 2025 | -0.2x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
| Q3 2024 | -0.3x | Net Cash |
JD's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
LCID Net Leverage
LCID's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
JD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.0 | Neutral |
| Stochastic | 28.1 | Neutral |
JD's weekly RSI is 48 (neutral) and its Stochastic is 28 (neutral).
LCID Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 32.9 | Neutral |
| Stochastic | 7.1 | Oversold |
LCID's weekly RSI is 33 (neutral) and its Stochastic is 7 (oversold).
JD PE vs Consumer Cyclical Sector
| Metric | JD | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 18x | 0.3% above |
| PE % | 59 | 47 | 12 pts above |
JD is trading at 18x earnings, in line with the Consumer Cyclical sector's median of 18x, though its earnings don't support one.
LCID PE vs Consumer Cyclical Sector
LCID has no meaningful PE right now: it lost money over the past year.
JD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $26.8 | 2.8% above |
| 20 week MA | $28.2 | 2.5% below |
| 50 week MA | $28.6 | 3.8% below |
| 100 week MA | $31.7 | 13% below |
| 200 week MA | $32.4 | 15% below |
JD has the edge over LCID on trend strength, trading above more of its moving averages.
LCID Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.53 | 7.9% below |
| 20 week MA | $4.88 | 33% below |
| 50 week MA | $7.33 | 56% below |
| 100 week MA | $15.4 | 79% below |
| 200 week MA | $31.9 | 90% below |
LCID is in a downtrend: it's below all five of its weekly moving averages, and 90% below its 200-week average.
JD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $35.9 | $84.5 | +135% |
| 2021 | $84.5 | $68.7 | -19% |
| 2022 | $68.7 | $56.4 | -18% |
| 2023 | $56.4 | $28.9 | -49% |
| 2024 | $28.9 | $35.0 | +21% |
| 2025 | $35.0 | $29.4 | -16% |
| 2026 YTD | $29.4 | $27.5 | -6.5% |
JD has the edge over LCID on returns for 2026, with the stronger performance.
LCID Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $98.9 | $100.4 | +1.5% |
| 2021 | $100.4 | $376.4 | +275% |
| 2022 | $376.4 | $67.0 | -82% |
| 2023 | $67.0 | $42.1 | -37% |
| 2024 | $42.1 | $32.0 | -24% |
| 2025 | $32.0 | $11.4 | -64% |
| 2026 YTD | $11.4 | $3.25 | -72% |
LCID has finished four years in a row lower, and it's down 72% so far in 2026.