JD.com (JD) vs Wayfair (W)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Wayfair (W) has outperformed JD.com (JD) over the past year, gaining 25.4% versus a loss of 22.8%. Over five years, W leads with a -56.5% price change compared with -66.9% for JD. JD.com is the larger company by market cap ($36.50 billion vs $14.31 billion), about 2.6 times the size.
On valuation, JD.com trades at a lower forward P/E (6.4x vs 26.9x for Wayfair). JD.com pays a dividend yielding 25.87%, while Wayfair does not currently pay one. JD.com converts more of its revenue into profit, with a net margin of 1.8% versus -2.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | JD | W |
|---|---|---|
| Share price | $27.03 | $104.47 |
| Market cap | $36.50B | $14.31B |
| 1-day change | +2.00% | -0.93% |
| YTD return | -6.11% | +3.84% |
| 1-year return | -22.77% | +25.44% |
| 5-year return | -66.91% | -56.51% |
| P/E ratio (TTM) | 18.90 | — |
| Forward P/E | 6.45 | 26.90 |
| EPS (TTM) | $1.43 | $-2.47 |
| Dividend yield | 25.87% | 0.00% |
| Annual dividend | $6.99 | $0.00 |
| Revenue (latest FY) | $187.20B | $12.46B |
| Revenue growth (YoY) | +17.91% | +5.11% |
| Net income (latest FY) | $3.31B | $-313.00M |
| Gross margin | 16.04% | 30.22% |
| Operating margin | 0.21% | 0.14% |
| Net margin | 1.77% | -2.51% |
| 52-week high | $35.11 | $119.98 |
| 52-week low | $24.51 | $55.60 |
| Distance from 52-week high | -23.01% | -12.93% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +46.13% | +18.40% |
| Average volume | 7.41M | 2.91M |
| Shares outstanding | 1.35B | 115.99M |
| Employees | 900,000 | 11,800 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Other Specialty Stores | Catalog/Specialty Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- JD.com is about 2.6 times larger than Wayfair by market value ($36.50B vs $14.31B).
- W has outperformed JD by 48.2 percentage points over the past year.
- JD.com offers a meaningfully higher dividend yield (25.87% vs 0.00%).
- JD.com grew revenue faster in its latest fiscal year (+17.91% vs +5.11%).
About JD.com
JD stock →JD.com, Inc. operates as a supply chain-based technology and service provider in the People's Republic of China and Europe.
Consumer Discretionary · Other Specialty Stores · 900,000 employees
About Wayfair
W stock →Wayfair Inc. engages in the e-commerce business in the United States and internationally.
Consumer Discretionary · Catalog/Specialty Distribution · 11,800 employees
JD vs W FAQ
Which is bigger, JD.com or Wayfair?
JD.com (JD) is larger, with a market capitalization of $36.50B compared with $14.31B for Wayfair (W).
Which stock has performed better over the past year, JD or W?
W returned +25.44% over the past 12 months, compared with -22.77% for JD (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, JD.com or Wayfair?
JD.com pays a dividend yielding 25.87%, while Wayfair does not currently pay a regular dividend.
Are JD.com and Wayfair in the same industry?
Both are in the Consumer Discretionary sector, but in different industries: Other Specialty Stores for JD.com and Catalog/Specialty Distribution for Wayfair.