Added to YB: 2026-09-15
Pitch date: 2026-09-11
BABA [bullish]
Alibaba Group Holding Limited
+0.88%
current return
Author Info
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Company Info
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses in the People's Republic of China and internationally.
Market Cap
$1.8T
Pitch Price
$108.28
Price Target
N/A
Dividend
0.96%
EV/EBITDA
17.30
P/E
24.64
EV/Sales
1.69
Sector
Broadline Retail
Category
value
The Elephant Blinding You to What's on Sale - Alibaba Group Holding Limited
BABA (deep dive): Alibaba trades at 13x forward EPS despite nine consecutive quarters of accelerating cloud growth, 13 quarters of triple-digit AI-cloud growth and expanding cloud margins. Instant-commerce unit economics are improving toward expected profitability by 2029, while e-commerce profitability excluding instant commerce has remained steady despite weak consumer spending. China’s housing and consumer-confidence recovery is expected to be gradual, and the outcome of U.S.-China talks remains uncertain even as continued dialogue is positive.
Read full article (3 min)