Professional
Added to YB: 2025-05-30
Pitch date: 2025-03-31
BABA [neutral]
Alibaba Group Holding Limited
-17.42%
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
$121.46
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Loomis Sayles Global Growth Fund Portfolio Holding: Alibaba Group Holding Limited
BABA trimmed position: Solid results with 8% YoY revenue growth - Taobao/Tmall (49% of rev) +5% YoY, cloud (11% of rev) +13% YoY with triple-digit AI growth, intl commerce (13% of rev) +32% YoY. 22% adj operating margin (-100bps YoY). Ongoing reorganization into 6 independent units, some IPOs delayed. Trades at discount to intrinsic value.
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