Professional
Added to YB: 2025-12-05
Pitch date: 2025-09-30
BABA [bullish]
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
Antipodes Global Value New Position: Alibaba Group Holding Limited
BABA (new position): Key China AI beneficiary via custom silicon, leading LLM, dominant cloud (25-30% growth). Domestic ecommerce +10% p.a., international +20%, losses narrowing. 2026 profit dip from instant retail investment, then 20% earnings CAGR. High-teens forward P/E multiple.
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