Added to YB: 2025-04-15
Pitch date: 2025-04-12
BABA [neutral]
Alibaba Group Holding Limited
+41.49%
current return
Author Info
Coughlin Capital is a long-term investor dedicated to uncovering quality, undervalued companies. Sharing my journey as a do-it-yourself investor with in-depth research, actionable insights, and lessons learned along the way. Sign up for the newsletter.
Company Info
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally.
Market Cap
$2.5T
Pitch Price
$110.03
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
value
Why I’m Still Long Alibaba (BABA)
BABA (update - long): Dominates Chinese e-commerce, growing cloud biz. Trades 11x P/E, 7x EV/EBITDA vs S&P500 25x P/E. $50B net cash. Mgmt buybacks show confidence. Risks: delisting threat (HK dual-listing mitigates), competition, regulation. Sum-of-parts valuation $500B, ~2x current market cap. Potential 20-25x P/E.
Read full article (5 min)