Professional
Added to YB: 2026-04-02
Pitch date: 2026-03-05
BABA [neutral]
Alibaba Group Holding Limited
-3.31%
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
$1.9T
Pitch Price
$126.90
Price Target
N/A
Dividend
0.86%
EV/EBITDA
12.39
P/E
21.82
EV/Sales
1.87
Sector
Broadline Retail
Category
value
Peterson Investment Fund Portfolio Holding: Alibaba Group Holding Limited
BABA (holding update): Digital commerce toll bridge generating $20B+ operating FCF. FY25 returned $16.5B to shareholders ($12B buybacks reduced share count 5%+, $4.5B dividends). +72.9% in 2025 on cloud/AI recognition. Monitoring market share vs PDD/JD, AI infrastructure ROI, and capital allocation discipline. Would exit if scale erodes or FCF creation compromised.
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