Added to YB: 2025-10-23
Pitch date: 2025-10-21
BABA [neutral]
Alibaba Group Holding Limited
-8.67%
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 to engage with their users and customers in the People's Republic of China and internationally.
Market Cap
$2.5T
Pitch Price
$162.70
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
value
BGCG - Top 10 of the OB Picks for 26: Alibaba Group Holding Limited
BABA (quick overview): $380bn market cap, 18x P/E. China's 'Ebay+Azure' combo serving 1.1bn users where 27% retail is online (vs 16% US/EU). Cloud had triple-digit growth 7 qtrs running on AI infrastructure. $4bn dividends + $11.9bn buybacks (5.1% shares). Up 50% in 2025. Qwen3 AI superior to ChatGPT per comparison. Why pay $500bn for OpenAI when getting diversified platform cheaper?
Read full article (1 min)