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Jayud Global Logistics Limited Class A (JYD)
NASDAQ:JYD
US Market
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Jayud Global Logistics Limited Class A (JYD) AI Stock Analysis

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JYD

Jayud Global Logistics Limited Class A

(NASDAQ:JYD)

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Neutral 44 (OpenAI - 5.2)
Rating:44Neutral
Price Target:
$0.80
▼(-83.28% Downside)
Action:Reiterated
Date:06/23/26
The score is held down primarily by persistent operating losses and ongoing cash burn despite strong 2025 revenue growth and improved losses. Technicals also weigh on the outlook given the stock trading below major moving averages with negative MACD. Valuation provides limited support because the negative P/E reflects unprofitable operations and there is no dividend yield data.
Positive Factors
Sustained revenue recovery
A ~37.7% YoY revenue rebound in 2025 indicates durable demand recovery and regained market traction. Over the next 2–6 months this supports higher utilization of routing and network capacity, creates room for operating leverage, and underpins medium-term revenue visibility if cost trends are managed.
Negative Factors
Persistent negative operating cash flow
Continuous negative operating and free cash flow means the business does not self-fund operations and must rely on external financing or balance-sheet resources. Over months this increases dilution or debt risk, constrains reinvestment in logistics capacity, and pressures long-term sustainability if uncorrected.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained revenue recovery
A ~37.7% YoY revenue rebound in 2025 indicates durable demand recovery and regained market traction. Over the next 2–6 months this supports higher utilization of routing and network capacity, creates room for operating leverage, and underpins medium-term revenue visibility if cost trends are managed.
Read all positive factors

Jayud Global Logistics Limited Class A (JYD) vs. SPDR S&P 500 ETF (SPY)

Jayud Global Logistics Limited Class A Business Overview & Revenue Model

Company Description
Jayud Global Logistics Limited, through its subsidiaries, provides a range of cross-border supply chain solution services worldwide. The company offers freight forwarding services, such as integrated cross-border logistics, fragmented logistics se...
How the Company Makes Money
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Jayud Global Logistics Limited Class A Financial Statement Overview

Summary
Revenue rebounded strongly in 2025 (~+37.7% YoY) and losses improved versus 2024, but profitability remains negative (loss-making with negative EBIT/EBITDA and net income). Cash flow is the biggest weakness with consistently negative operating cash flow and free cash flow, indicating ongoing cash burn. Balance sheet has improved meaningfully since 2023 (equity rebuilt to ~$105.1M in 2025 and debt appears manageable), but continued operating losses elevate risk.
Income Statement
28
Negative
Balance Sheet
55
Neutral
Cash Flow
18
Very Negative
BreakdownDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue83.58M565.27M497.87M651.99M545.59M
Gross Profit2.80M-11.17M-15.87M37.39M34.50M
EBITDA-4.62M-49.50M-71.55M1.39M13.35M
Net Income-4.95M-49.57M-72.58M3.89M10.31M
Balance Sheet
Total Assets227.35M184.15M100.45M125.42M170.84M
Cash, Cash Equivalents and Short-Term Investments38.58M37.00M26.10M27.94M40.27M
Total Debt33.10M24.10M50.68M51.16M30.56M
Total Liabilities133.63M105.00M126.18M94.52M154.07M
Stockholders Equity105.08M90.26M-18.06M33.33M16.89M
Cash Flow
Free Cash Flow-39.93M-98.17M-48.67M-17.38M3.60M
Operating Cash Flow-34.98M-97.45M-44.22M-15.23M4.24M
Investing Cash Flow-6.01M-573.68K-4.44M-5.73M-634.87K
Financing Cash Flow45.68M108.22M48.19M9.33M12.95M

Jayud Global Logistics Limited Class A Technical Analysis

Technical Analysis Sentiment
Positive
Last Price4.78
Price Trends
50DMA
0.81
Positive
100DMA
2.14
Negative
200DMA
2.89
Negative
Market Momentum
MACD
-0.03
Negative
RSI
51.21
Neutral
STOCH
42.49
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JYD, the sentiment is Positive. The current price of 4.78 is above the 20-day moving average (MA) of 0.84, above the 50-day MA of 0.81, and above the 200-day MA of 2.89, indicating a neutral trend. The MACD of -0.03 indicates Negative momentum. The RSI at 51.21 is Neutral, neither overbought nor oversold. The STOCH value of 42.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JYD.

Jayud Global Logistics Limited Class A Risk Analysis

Jayud Global Logistics Limited Class A disclosed 80 risk factors in its most recent earnings report. Jayud Global Logistics Limited Class A reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 2 New Risks
1.
The Management plan may not alleviate the substantial doubt of the Group's ability to continue as a going concern. Q4, 2023
2.
We may be subject to risks associated with increased scrutiny of environmental, social, and governance matters. Q4, 2023

Jayud Global Logistics Limited Class A Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
$73.35M5.739.34%13.55%9.71%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
52
Neutral
$86.13M1.12421.08%12.08%
44
Neutral
$7.73M-0.79-23.56%6.45%81.99%
43
Neutral
$18.14M-0.30-440.71%
40
Underperform
$13.07M-0.60-104.33%4.80%-102.00%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JYD
Jayud Global Logistics Limited Class A
0.99
-8.86
-89.98%
AIRT
Air T
32.33
10.37
47.22%
PSIG
PS International Group
1.16
-1.51
-56.55%
SFWL
Shengfeng Development Limited Class A
0.83
-0.17
-17.10%
BTOC
Armlogi Holding Corp
0.28
-1.27
-81.74%
NCEW
New Century Logistics (BVI) Ltd.
16.46
10.22
163.78%

Jayud Global Logistics Limited Class A Corporate Events

Jayud Global Logistics Shareholders Approve Capital Restructuring and Governance Changes
May 27, 2026
On May 22, 2026, Jayud Global Logistics shareholders met in Shenzhen and approved all six proposals on the agenda, with about 60.7% of eligible voting power represented. Investors ratified the 2025 audited financial statements and Form 20-F, endor...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jun 23, 2026