Apr '25 • General discussion
$BABA vs $JD
If we get some good news on the US & China Trade Relationship, what are some potential options for future trade?
$BABA (Alibaba) Overview
- Type: E-commerce + Cloud + Logistics + AI
- Strengths:
- Dominates China’s e-commerce (~50%+ market share).
- Huge cloud business (AliCloud) — still the 2nd biggest in China.
- Strong brand recognition globally.
- Deep investments in logistics, fintech (Ant Group), and AI
- Weaknesses:
- Constant regulatory pressure.
- Ant Group IPO blocked and still politically sensitive.
- Growth slowed after 2021.
- Heavy competition from PDD, Douyin (TikTok China).
- Valuation: Very cheap vs. historical averages (Low P/E).
- Recent Trend: Weak to sideways — struggling post-2020 highs.
- Type: E-commerce + Logistics Powerhouse
- Strengths:
- Strong focus on direct sales (unlike Alibaba’s marketplace model).
- Owns huge logistics network (delivery, warehouses).
- Highly trusted for genuine product quality (vs Alibaba’s "fake goods" problem historically).
- Less regulatory target compared to BABA.
- Weaknesses:
- Margins are thinner (logistics is expensive).
- Slower overall GMV growth compared to newer players like Pinduoduo.
- Very dependent on China’s consumer health.
- Valuation: Also cheap, but a slightly healthier balance sheet than BABA.
- Recent Trend: A bit stronger relative to BABA, but still very choppy.
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$BABA vs $JD
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