Professional
Added to YB: 2025-04-28
Pitch date: 2025-04-12
BABA [neutral]
Alibaba Group Holding Limited
+1.58%
current return
Author Info
No bio for this author
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
$98.74
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
value
Patient Capital Management Portfolio Holding: Alibaba Group Holding Limited
BABA (holding update): Rebounded on DeepSeek AI launch; trading at discount to SOTP valuation. Initiated 1% dividend + 7% share buybacks in 12mo. Recent gains reversed due to US-China tariff tensions, but only 12% revenue from international markets makes BABA relatively insulated vs other Chinese stocks.
Read full article (1 min)