Added to YB: 2025-10-22
Pitch date: 2025-09-30
BABA [neutral]
Alibaba Group Holding Limited
-14.25%
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
$179.70
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Harding Loevner Emerging Markets Equity Portfolio Holding: Alibaba Group Holding Limited
BABA (holding update): Regained e-commerce dominance via food delivery war with Meituan/JD. Doubled market share to 43% vs Meituan's 47% using $22B operating cash flow, AI tools for merchants, integrated management. Transformed from also-ran to near-equal, drove traffic to Taobao app, sustained highest China e-commerce growth in 3yrs.
Read full article (4 min)