From Nasdaq: 2025-05-27 09:32:00

Alibaba Group and JD.com are key players in China’s e-commerce landscape, with Alibaba focusing on AI, cloud, and international markets, while JD.com excels in supply chain and core retail. Both are venturing into new areas like food delivery to stay competitive in the market.

Alibaba’s revenue in Q4 2025 reached $32.81 billion, with growth in customer management and international commerce. The company’s AI investments have been successful, with Alibaba Cloud revenues up 18% and AI product revenues growing significantly. Alibaba is also expanding into instant commerce with promising results.

JD.com reported $41.79 billion in revenues in Q1 2025, driven by core retail growth and expansion into lower-tier markets. The company’s focus on user engagement through AI-powered recommendations and 3P marketplace expansion has been successful. JD Logistics has seen revenue growth and strong margin discipline.

Alibaba’s stock has outperformed JD.com’s in 2025, reflecting investor confidence in its diversified business model. While BABA trades at a premium compared to JD, its growth potential is favored by investors. JD’s stock, on the other hand, has faced challenges, leading to a more cautious market sentiment.

Earnings estimates for Alibaba show positive growth, with an expected increase in earnings and revenues for Q1 2026. JD.com, on the other hand, is expected to see a decline in earnings but an increase in revenues for Q2 2025. The outlook for Alibaba appears more favorable in terms of earnings growth.

Alibaba emerges as the better investment choice between the two e-commerce giants, with strong momentum in AI, cloud, and international commerce. JD.com faces challenges in its new business segments, impacting profitability. With a balanced business model and proven innovation, Alibaba offers more upside potential with less risk.



Read more at Nasdaq: Alibaba vs. JD.com: Which Chinese E-Commerce Stock Has More Upside?