CPNG vs LYFT vs JD Stock Comparison

Coupang, Lyft and JD.com Prices as of Nov 4, 2026 Peers: Industry group
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CPNG Coupang, Inc.
$17.04 +20.0% 1M -47.0% 1Y
Market cap
$30.45B
P/E
–
Revenue (TTM)
$36.16B
Div. yield
–
Online Retail Consumer Discretionary
1 win
LYFT Lyft, Inc.
$18.74 +19.1% 1M -3.5% 1Y
Market cap
$7.09B
P/E
2.5x
Revenue (TTM)
$6.77B
Div. yield
–
Ride-Hailing and Delivery Technology
6 wins
JD JD.com, Inc.
$27.73 +5.2% 1M -12.9% 1Y
Market cap
$33.64B
P/E
18.4x
Revenue (TTM)
$189.20B
Div. yield
3.61%
Online Retail Consumer Discretionary
4 wins

Head to Head

11 decided of 12

Lyft leads on 6 of the 12 questions below (Lyft 6, JD.com 4, Coupang 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCPNGLYFTJDLeader
Larger companyMarket capitalisation $30.45B $7.09B $33.64B JD
Cheaper on earningsLower P/E, profitable companies only -22.4x 2.5x 18.4x LYFT
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 32.9x 9.2x JD
Faster revenue growthRevenue growth, trailing twelve months +7.4% +10.8% +7.6% LYFT
More profitableNet margin, trailing twelve months -3.8% 42.3% 1.1% LYFT
Better return on capitalReturn on invested capital -24.6% 0.0% 0.6% JD
Less leveragedLower net debt / EBITDA 5.7x -25.9x — LYFT
Higher dividend yieldTrailing dividend yield — — 3.61% –
Better 1-year returnPrice return, last 12 months -47.0% -3.5% -12.9% LYFT
Better 5-year returnAnnualised price return, 5 years -10.7%/yr -19.0%/yr -18.6%/yr CPNG
Less volatileAnnualised volatility, 1 year 49.8% 48.6% 29.7% JD
Higher overall scoreMean of the five percentile scores vs peers 30/100 70/100 64/100 LYFT

Percentile Scorecard

CPNGLYFTJD

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

AxisCPNGLYFTJD
Valuation 7 #100 of 107 80 #34 of 166 93 #8 of 107
Growth 6 #97 of 103 88 #20 of 154 35 #67 of 103
Profitability 16 #86 of 102 57 #67 of 154 40 #62 of 102
Financial Health 35 #74 of 113 46 #98 of 179 72 #32 of 113
Shareholder Returns 87 #11 of 76 79 #21 of 97 80 #16 of 76
Overall 30 70 64
  • CPNG ranked among 115 companies in Retail
  • LYFT ranked among 185 companies in Internet Platforms
  • JD ranked among 115 companies in Retail

Price Performance

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

Returns

PeriodCPNGLYFTJDSPY
1 month +20.0%+19.1%+5.2% -1.0%
3 months +6.6%+13.7%-14.8% -0.4%
6 months -4.8%+31.7%-9.6% +4.5%
Year to date -27.8%-3.3%-3.4% +12.4%
1 year -47.0%-3.5%-12.9% +13.6%
3 years +2.0%+75.8%+2.9% +76.4%
3 years, per year +0.7%+20.7%+1.0% +20.8%
5 years -43.1%-65.0%-64.3% +63.7%
5 years, per year -10.7%-19.0%-18.6% +10.4%
10 years ——+12.5% +267.7%
10 years, per year ——+1.2% +13.9%

Risk

MeasureCPNGLYFTJDSPY
Volatility, 1Y 49.8%48.6%29.7% 12.8%
Downside volatility, 1Y 50.1%53.0%26.9% 12.7%
Beta vs S&P 500, 1Y 1.461.400.58 1.00
Return / volatility, 1Y -0.94-0.07-0.43 1.06
Max drawdown, 5Y -69.1%-85.8%-76.6% -25.4%
From 52-week high -47.0%-23.7%-17.9% -1.6%
52-week high $32.13$24.57$33.77 $779.14
52-week low $13.75$12.65$25.19 $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.

MultipleCPNGLYFTJD
P/E now vs peer median -22.4xmedian 18.4x 2.5xmedian 18.2x 18.4xmedian 18.4x
P/S now vs peer median 0.8xmedian 0.5x 1.0xmedian 1.5x 0.2xmedian 0.5x
EV/EBITDA now vs peer median -40.0xmedian 9.6x 202.8xmedian 15.3x —median 9.6x
P/FCF now vs peer median -73.9xmedian 16.4x 6.4xmedian 12.2x 4.5xmedian 16.4x
P/B now vs peer median 10.7xmedian 1.8x 2.3xmedian 1.8x 0.8xmedian 1.8x
PEG now vs peer median 0.31median 0.83 0.04median 0.38 -1.92median 0.83

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 monthsCPNGLYFTJD
Revenue $36.16B $6.77B $189.20B
Gross profit $9.90B $3.08B $31.39B
Operating income -$1.24B -$119.72M $238.00M
Net income -$1.36B $2.87B $2.85B
Free cash flow -$412.00M $1.11B $7.50B
R&D – $472.97M $3.82B
EPS (diluted) $-0.76 $7.42 $1.44
Cash & equivalents $5.44B $1.14B $13.11B
Total debt $1.64B $990.56M $2.52B
Shares (diluted) 1.80B 386.33M 1.49B
Enterprise value $6.28B -$251.31M -$77.25B

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
MetricCPNGLYFTJD
P/E -22.4x 2.5x 18.4x
P/FCF -73.9x 6.4x 4.5x
P/Operating cash flow 36.0x 5.9x 4.5x
P/S 0.8x 1.0x 0.2x
P/B 10.7x 2.3x 0.8x
P/Tangible book 11.4x 2.5x 0.8x
EV/EBITDA -40.0x 202.8x –
EV/EBIT -21.5x -52.5x 14.8x
EV/Revenue 0.7x 0.9x 0.0x
EV/FCF -64.7x 5.7x 0.5x
EV/Operating cash flow 31.5x 5.3x 0.5x
PEG (3Y EPS CAGR) 0.31 0.04 -1.92

Growth

14 metrics
MetricCPNGLYFTJD
Revenue growth (1Y) 7.4% 10.8% 7.6%
Revenue CAGR (3Y) 16.0% 16.8% 7.5%
Gross profit growth (1Y) -1.9% 20.9% 11.3%
Gross profit CAGR (3Y) 19.6% 20.8% -15.7%
Operating income growth (1Y) -259.6% -117.1% -94.3%
Operating income CAGR (3Y) -69.9% 54.4% -61.0%
Net income growth (1Y) -449.5% 3,009% -51.0%
Net income CAGR (3Y) -73.0% 61.1% -3.5%
EPS growth (1Y) -462.9% 3,303% -58.8%
EPS CAGR (3Y) -73.2% 60.8% -9.6%
Operating cash flow growth (1Y) -64.3% 14.0% 119.5%
Operating cash flow CAGR (3Y) -31.4% 98.9% 1.2%
Free cash flow growth (1Y) -132.6% 12.0% 119.5%
Free cash flow CAGR (3Y) -30.5% 72.6% 1.2%

Profitability

14 metrics
MetricCPNGLYFTJD
Gross margin 27.4% 45.5% 16.6%
EBITDA margin -1.8% 0.5% –
Operating margin -3.4% -1.8% 0.1%
Pretax margin -3.5% -0.1% 1.8%
Net margin -3.8% 42.3% 1.1%
FCF margin -1.1% 16.4% 4.0%
Operating cash flow margin 2.3% 17.6% 4.0%
Return on equity -46.8% 94.7% 6.9%
Return on assets -7.6% 31.8% 2.8%
Return on invested capital -24.6% 0.0% 0.6%
Return on capital employed -19.1% -2.9% 0.5%
Asset turnover 2.0x 0.8x 1.8x
Cash conversion (OCF / net income) -0.6x 0.4x 2.6x
Stock comp / revenue 1.6% 4.6% –

Financial Health

11 metrics
MetricCPNGLYFTJD
Debt / assets 9.0% 10.9% 2.4%
Debt / equity 0.6x 0.3x 0.1x
Net debt / EBITDA 5.7x -25.9x –
Debt / FCF -4.0x 0.9x 0.3x
Liabilities / assets 84.5% 66.8% 61.1%
Equity / assets 15.5% 33.2% 38.9%
Interest coverage -16.3x -5.9x 0.6x
Current ratio 0.8x 0.6x 1.1x
Quick ratio 0.5x 0.4x 0.6x
Cash ratio 0.5x 0.4x 0.6x
Altman Z-score 2.37 0.00 –

Shareholder Returns

7 metrics
MetricCPNGLYFTJD
Dividend yield – – 3.6%
Net buyback yield 4.0% 9.8% –
Shareholder yield 4.0% 9.8% 3.6%
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.

ConsensusCPNGLYFTJD
Forward P/E – 32.9xFY2026 9.2xFY2026
EPS, next fiscal year $-0.51FY2026 $0.57FY2026 $3.00FY2026
EPS growth, next FY -563.6%FY2026 -91.6%FY2026 +17.6%FY2026
EPS growth, the year after – +80.7% +43.3%
Revenue, next fiscal year $36.30BFY2026 $6.97BFY2026 $193.63BFY2026
Revenue growth, next FY +5.1%FY2026 +10.3%FY2026 +3.5%FY2026
Revenue growth, the year after +23.5% +11.1% +2.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCPNGLYFTJD
Held by institutions 81.8% 100.0% 16.2%
Institutions holding 590 531 427
Change in shares held, QoQ -2.8% +5.2% +10.6%
Institutions buying 262 261 221
Institutions selling 245 176 130
Buyers to sellers 1.07 1.48 1.70

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.

CPNGLYFTJD
CPNG 1.00 0.32 0.15
LYFT 0.32 1.00 0.19
JD 0.15 0.19 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, CPNG, LYFT and JD?

JD.com (JD) is the largest by market capitalisation: Coupang (CPNG) $30.45B, Lyft (LYFT) $7.09B, JD.com (JD) $33.64B.

Which stock is cheaper, CPNG, LYFT and JD?

Lyft (LYFT) trades on the lowest price-to-earnings ratio (Coupang (CPNG) -22.4x, Lyft (LYFT) 2.5x, JD.com (JD) 18.4x). On next year's consensus earnings, JD.com (JD) is cheapest (Lyft (LYFT) 32.9x, JD.com (JD) 9.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Lyft (LYFT) grew revenue fastest over the trailing twelve months: Coupang (CPNG) +7.4%, Lyft (LYFT) +10.8%, JD.com (JD) +7.6%.

Which company is more profitable?

Lyft (LYFT) has the highest net margin (Coupang (CPNG) -3.8%, Lyft (LYFT) 42.3%, JD.com (JD) 1.1%). On return on invested capital, JD.com (JD) leads (Coupang (CPNG) -24.6%, Lyft (LYFT) 0.0%, JD.com (JD) 0.6%).

Which stock has performed better?

Over the past year Lyft (LYFT) returned the most: Coupang (CPNG) -47.0%, Lyft (LYFT) -3.5%, JD.com (JD) -12.9%. Over five years, Coupang (CPNG) compounded fastest (Coupang (CPNG) -10.7%/yr, Lyft (LYFT) -19.0%/yr, JD.com (JD) -18.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: JD.com (JD) 3.61%. Coupang (CPNG) and Lyft (LYFT) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, JD.com (JD) has been the steadiest (Coupang (CPNG) 49.8%, Lyft (LYFT) 48.6%, JD.com (JD) 29.7%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Lyft (LYFT) leads on 6. 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.