CARVANA CO. vs JD.com, Inc., two Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CVNA and JD diverge most: on operating margin, CVNA reads 9.0% and JD reads 0.2%; on return on invested capital, CVNA reads 16.8% and JD reads 0.7%. The rest of the comparable metrics sit closer together. What CVNA's price implies is an extreme bet versus history and the cohort (whole-company basis). What JD's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CVNA | JD |
|---|---|---|
| Price | $60.47 | $30.20 |
| Market cap | $67.8B | $45.0B |
| Sector | Retail | Retail |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +1.0% |
| P/E | — | 16.4 |
| P/B | 14.64 | 1.07 |
| P/S | 3.01 | 0.24 |
| EV/EBITDA | 34.1 | 18.0 |
| Revenue growth | +51.6% | +6.0% |
| Gross margin | 19.8% | — |
| Operating margin | 9.0% | 0.2% |
| Net margin | 6.4% | 1.8% |
| Return on equity | 31.1% | 7.9% |
| Return on assets | 10.5% | 3.3% |
| Return on invested capital | 16.8% | 0.7% |
| FCF yield | 1.1% | 3.5% |
| Debt / equity | 1.10 | 0.16 |
| Current ratio | 4.09 | 1.22 |
| Altman Z (solvency) | 6.72 | 2.66 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.