CPNG vs JD vs RERE Stock Comparison

Coupang, JD.com and ATRenew Prices as of Nov 5, 2026 Peers: Industry group
CPNG Coupang, Inc.
$16.44 +13.9% 1M -45.6% 1Y
Market cap
$29.38B
P/E
–
Revenue (TTM)
$36.16B
Div. yield
–
Online Retail Consumer Discretionary
1 win
JD JD.com, Inc.
$28.64 +8.1% 1M -10.6% 1Y
Market cap
$34.75B
P/E
19.0x
Revenue (TTM)
$189.20B
Div. yield
3.49%
Online Retail Consumer Discretionary
3 wins
RERE ATRenew Inc.
$4.30 +13.8% 1M +10.3% 1Y
Market cap
$1.04B
P/E
14.9x
Revenue (TTM)
$243.37M
Div. yield
2.33%
Online Retail Consumer Discretionary
7 wins

Head to Head

11 decided of 12

ATRenew leads on 7 of the 12 questions below (ATRenew 7, JD.com 3, Coupang 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCPNGJDRERELeader
Larger companyMarket capitalisation $29.38B $34.75B $1.04B JD
Cheaper on earningsLower P/E, profitable companies only -21.7x 19.0x 14.9x RERE
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 9.6x 9.6x RERE
Faster revenue growthRevenue growth, trailing twelve months +7.4% +7.6% +9.9% RERE
More profitableNet margin, trailing twelve months -3.8% 1.1% 28.8% RERE
Better return on capitalReturn on invested capital -24.6% 0.6% 14.8% RERE
Less leveragedLower net debt / EBITDA 5.7x — — –
Higher dividend yieldTrailing dividend yield — 3.49% 2.33% JD
Better 1-year returnPrice return, last 12 months -45.6% -10.6% +10.3% RERE
Better 5-year returnAnnualised price return, 5 years -11.3%/yr -18.1%/yr -14.1%/yr CPNG
Less volatileAnnualised volatility, 1 year 49.5% 29.9% 51.1% JD
Higher overall scoreMean of the five percentile scores vs peers 30/100 64/100 68/100 RERE

Percentile Scorecard

CPNGJDRERE

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCPNGJDRERE
Valuation 7 #101 of 108 92 #10 of 108 52 #52 of 108
Growth 6 #98 of 104 36 #67 of 104 82 #20 of 104
Profitability 17 #86 of 103 40 #62 of 103 76 #26 of 103
Financial Health 36 #73 of 114 73 #32 of 114 91 #11 of 114
Shareholder Returns 87 #11 of 77 82 #15 of 77 41 #46 of 77
Overall 30 64 68
  • CPNG ranked among 116 companies in Retail
  • JD ranked among 116 companies in Retail
  • RERE ranked among 116 companies in Retail

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCPNGJDRERESPY
1 month +13.9%+8.1%+13.8% -5.9%
3 months +0.5%-12.7%-2.9% -4.6%
6 months -4.5%-5.2%-4.4% +0.2%
Year to date -30.3%-0.2%-18.9% +7.5%
1 year -45.6%-10.6%+10.3% +8.2%
3 years -1.6%+5.6%+141.6% +68.3%
3 years, per year -0.5%+1.8%+34.2% +19.0%
5 years -45.1%-63.1%-53.2% +56.5%
5 years, per year -11.3%-18.1%-14.1% +9.4%
10 years —+16.2%— +251.5%
10 years, per year —+1.5%— +13.4%

Risk

MeasureCPNGJDRERESPY
Volatility, 1Y 49.5%29.9%51.1% 13.6%
Downside volatility, 1Y 49.7%26.9%50.4% 14.2%
Beta vs S&P 500, 1Y 1.390.431.10 1.00
Return / volatility, 1Y -0.92-0.360.20 0.60
Max drawdown, 5Y -69.1%-76.6%-88.9% -25.4%
From 52-week high -45.6%-15.2%-32.2% -5.9%
52-week high $30.22$33.77$6.34 $779.14
52-week low $13.75$25.19$3.62 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCPNGJDRERE
P/E now vs peer median -21.7xmedian 18.8x 19.0xmedian 18.8x 14.9xmedian 18.8x
P/S now vs peer median 0.8xmedian 0.5x 0.2xmedian 0.5x 4.3xmedian 0.5x
EV/EBITDA now vs peer median -38.3xmedian 9.0x —median 9.0x —median 9.0x
P/FCF now vs peer median -71.3xmedian 15.3x 4.6xmedian 15.3x —median 15.3x
P/B now vs peer median 10.4xmedian 1.8x 0.8xmedian 1.8x 1.7xmedian 1.8x
PEG now vs peer median 0.30median 0.87 -1.98median 0.87 0.49median 0.87

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCPNGJDRERE
Revenue $36.16B $189.20B $243.37M
Gross profit $9.90B $31.39B -$2.52B
Operating income -$1.24B $238.00M $94.65M
Net income -$1.36B $2.85B $93.07M
Free cash flow -$412.00M $7.50B –
R&D – $3.82B $39.62M
EPS (diluted) $-0.76 $1.44 $0.29
Cash & equivalents $5.44B $13.11B $224.84M
Total debt $1.64B $2.52B $67.18M
Shares (diluted) 1.80B 1.49B 243.29M
Enterprise value $5.21B -$76.15B $27.62M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCPNGJDRERE
P/E -21.7x 19.0x 14.9x
P/FCF -71.3x 4.6x –
P/Operating cash flow 34.8x 4.6x –
P/S 0.8x 0.2x 4.3x
P/B 10.4x 0.8x 1.7x
P/Tangible book 11.0x 0.9x 1.7x
EV/EBITDA -38.3x – –
EV/EBIT -20.6x 19.5x 8.9x
EV/Revenue 0.7x 0.0x 3.5x
EV/FCF -62.1x 0.6x –
EV/Operating cash flow 30.3x 0.6x –
PEG (3Y EPS CAGR) 0.30 -1.98 0.49

Growth

14 metrics
MetricCPNGJDRERE
Revenue growth (1Y) 7.4% 7.6% 9.9%
Revenue CAGR (3Y) 16.0% 7.5% 11.7%
Gross profit growth (1Y) -1.9% 11.3% -37.9%
Gross profit CAGR (3Y) 19.6% -15.7% -32.2%
Operating income growth (1Y) -259.6% -94.3% 182.1%
Operating income CAGR (3Y) -69.9% -61.0% 31.4%
Net income growth (1Y) -449.5% -51.0% 218.8%
Net income CAGR (3Y) -73.0% -3.5% 31.6%
EPS growth (1Y) -462.9% -58.8% 139.3%
EPS CAGR (3Y) -73.2% -9.6% 30.3%
Operating cash flow growth (1Y) -64.3% 119.5% –
Operating cash flow CAGR (3Y) -31.4% 1.2% –
Free cash flow growth (1Y) -132.6% 119.5% –
Free cash flow CAGR (3Y) -30.5% 1.2% –

Profitability

14 metrics
MetricCPNGJDRERE
Gross margin 27.4% 16.6% -1,035%
EBITDA margin -1.8% – –
Operating margin -3.4% 0.1% 38.9%
Pretax margin -3.5% 1.8% 40.1%
Net margin -3.8% 1.1% 28.8%
FCF margin -1.1% 4.0% –
Operating cash flow margin 2.3% 4.0% –
Return on equity -46.8% 6.9% 15.9%
Return on assets -7.6% 2.8% 10.4%
Return on invested capital -24.6% 0.6% 14.8%
Return on capital employed -19.1% 0.5% 16.3%
Asset turnover 2.0x 1.8x 0.3x
Cash conversion (OCF / net income) -0.6x 2.6x –
Stock comp / revenue 1.6% – –

Financial Health

11 metrics
MetricCPNGJDRERE
Debt / assets 9.0% 2.4% 7.2%
Debt / equity 0.6x 0.1x 0.1x
Net debt / EBITDA 5.7x – –
Debt / FCF -4.0x 0.3x –
Liabilities / assets 84.5% 61.1% 35.5%
Equity / assets 15.5% 38.9% 64.5%
Interest coverage -16.3x 0.6x 97.6x
Current ratio 0.8x 1.1x 2.4x
Quick ratio 0.5x 0.6x 1.1x
Cash ratio 0.5x 0.6x 0.8x
Altman Z-score 2.33 – –

Shareholder Returns

7 metrics
MetricCPNGJDRERE
Dividend yield – 3.5% 2.3%
Net buyback yield 4.1% – –
Shareholder yield 4.1% 3.5% 2.3%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCPNGJDRERE
Forward P/E – 9.6xFY2026 9.6xFY2026
EPS, next fiscal year $-0.52FY2026 $2.99FY2026 $0.45FY2026
EPS growth, next FY -572.7%FY2026 +17.3%FY2026 +50.0%FY2026
EPS growth, the year after – +43.5% +35.6%
Revenue, next fiscal year $36.34BFY2026 $193.54BFY2026 $4.18BFY2026
Revenue growth, next FY +5.2%FY2026 +3.4%FY2026 +38.9%FY2026
Revenue growth, the year after +23.9% +2.1% +21.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCPNGJDRERE
Held by institutions 81.8% 16.2% 33.1%
Institutions holding 590 427 77
Change in shares held, QoQ -2.8% +10.6% +2.3%
Institutions buying 262 221 29
Institutions selling 245 130 34
Buyers to sellers 1.07 1.70 0.85

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CPNGJDRERE
CPNG 1.00 0.14 0.17
JD 0.14 1.00 0.26
RERE 0.17 0.26 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CPNG, JD and RERE?

JD.com (JD) is the largest by market capitalisation: Coupang (CPNG) $29.38B, JD.com (JD) $34.75B, ATRenew (RERE) $1.04B.

Which stock is cheaper, CPNG, JD and RERE?

ATRenew (RERE) trades on the lowest price-to-earnings ratio (Coupang (CPNG) -21.7x, JD.com (JD) 19.0x, ATRenew (RERE) 14.9x). On next year's consensus earnings, ATRenew (RERE) is cheapest (JD.com (JD) 9.6x, ATRenew (RERE) 9.6x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

ATRenew (RERE) grew revenue fastest over the trailing twelve months: Coupang (CPNG) +7.4%, JD.com (JD) +7.6%, ATRenew (RERE) +9.9%.

Which company is more profitable?

ATRenew (RERE) has the highest net margin (Coupang (CPNG) -3.8%, JD.com (JD) 1.1%, ATRenew (RERE) 28.8%). On return on invested capital, ATRenew (RERE) leads (Coupang (CPNG) -24.6%, JD.com (JD) 0.6%, ATRenew (RERE) 14.8%).

Which stock has performed better?

Over the past year ATRenew (RERE) returned the most: Coupang (CPNG) -45.6%, JD.com (JD) -10.6%, ATRenew (RERE) +10.3%. Over five years, Coupang (CPNG) compounded fastest (Coupang (CPNG) -11.3%/yr, JD.com (JD) -18.1%/yr, ATRenew (RERE) -14.1%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

JD.com (JD) has the highest dividend yield: JD.com (JD) 3.49%, ATRenew (RERE) 2.33%. Coupang (CPNG) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, JD.com (JD) has been the steadiest (Coupang (CPNG) 49.5%, JD.com (JD) 29.9%, ATRenew (RERE) 51.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CPNG, JD and RERE?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, ATRenew (RERE) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.