Jayud Global Logistics Limited (JYD) AI Stock Analysis

Headquartered in Shenzhen, China, Jayud Global Logistics Limited operates globally through its subsidiaries, specializing in comprehensive cross-border supply chain solutions. Founded in 2009, the company provides freight forwarding services that include integrated cross-border logistics and fragmented logistics solutions for international cargo transport. In addition, Jayud Global Logistics offers supply chain management services, facilitating international trading and acting as an agent to streamline operations for clients. Its offerings also include value-added services such as customs brokerage and the deployment of intelligent logistic IT systems to enhance logistics accuracy and efficiency.

Jayud Global Logistics saw revenue increase from $545.6M in FY2021 to $652.0M in FY2022, before falling 23.6% to $497.9M in FY2023. Revenue rebounded 13.5% to $565.3M in FY2024, but declined 85.2% to $83.6M in FY2025, yielding a 5-year revenue CAGR of -22.0% from FY2020 to FY2025. Gross margin shifted from 6.3% in FY2021 and 5.7% in FY2022 to -3.2% in FY2023 and -2.0% in FY2024, before recovering to 3.4% in FY2025. Net income was $10.3M in FY2021 and $3.9M in FY2022, then turned negative at -$72.6M in FY2023, -$49.6M in FY2024, and -$5.0M in FY2025. For the trailing twelve months ending March 31, 2026, revenue stood at $600.8M with quarterly revenue growth of 8.6% year-over-year, an operating margin of -11.7%, and an EPS of -$2.17.

As of the quarter ended March 31, 2026, Jayud Global Logistics held $38.6M in cash and short-term investments and $33.1M in total debt, leaving net cash of $5.5M. Total assets stood at $227.3M against shareholders' equity of $105.1M, with a current ratio of 1.51 and a debt-to-equity ratio of 0.31. Free cash flow was -$39.9M in FY2025, alongside operating cash flow of -$35.0M. In FY2025, the company used $5.0M for capital expenditures, while its share count change over 5 years was -79.5%.

Jayud Global Logistics trades at an enterprise value of $7.7M and a market capitalization of $12.0M. Its price-to-sales multiple is 0.0x and price-to-book is 0.5x, compared to the median of its US-listed Industrials peers of 1.5x for price-to-sales. The company's EV-to-EBITDA stands at 20.7x, higher than the peer median of 13.9x. The stock closed at $1.45 on October 16, 2026, having dropped 71.4% over the past year and 71.0% year-to-date, underperforming the S&P 500 benchmark SPY, which gained 16.8% over the past year.

Jayud Global Logistics Limited has no analyst ratings, consensus price targets, or earnings estimates reported, while the stock closed at $1.45 on October 16, 2026. Without Wall Street coverage, there are no forward earnings projections or earnings track record comparisons available against reported results such as the trailing twelve-month EPS of -$2.17. Additionally, no upcoming earnings date is specified for the company.

This page is an AI-written research summary of Jayud Global Logistics Limited (JYD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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