Alibaba vs. JD.com: Strategies, Business Models, and Financial Statements

Shimin Chen; Dingwen Pan; Xiayan Huang

Product #:FIN-20-648-CE

Supplier:China Europe International Business School

Discipline:Finance

Setting:China, 1999

Details:Case (PDF) • 14 pages • 2020-06-30 (Rev: 2020-09-18)

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This case describes the strategies and business models of Alibaba and JD.com (JD). After more than ten years of development, two giants—Alibaba, the world’s largest online marketplace operator, and JD.com (JD), China’s largest online direct sales operator—towered over China’s e-commerce industry. In 2014, Alibaba and JD were listed successively, and in the first half of 2015, they disclosed their first annual reports after listing. These two financial statements attracted the attention of Zhang Wei, a sell-side investment manager who has just graduated from his EMBA program. To prepare for questions from his clients, he has begun to think about the differences between the strategies and business models of Alibaba and JD. How would these differences affect their financial statements? What are the investment highlights of the two companies?

Learning Objectives

This case will help students: 1. Understand the concept of and difference between strategy and business model, and learn to analyze the strategies and business models of enterprises; 2. Understand the relationship between strategies, business models, and financial statements; and 3. Learn to judge the investment value and risk of an enterprise through analyzing strategies, business models, and financial statements.

Alibaba vs. JD.com: Strategies, Business Models, and Financial Statements

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Industries:

Geography:

Learning Objectives