Added to YB: 2026-08-25
Pitch date: 2026-08-21
BABA [neutral]
Alibaba Group Holding Limited
+1.34%
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 in the People's Republic of China and internationally.
Market Cap
$1.8T
Pitch Price
$116.90
Price Target
N/A
Dividend
0.88%
EV/EBITDA
17.37
P/E
26.95
EV/Sales
1.70
Sector
Broadline Retail
Category
growth
Alibaba: The AI Payback
BABA (earnings): Rev +9% YoY to $39.6B; Cloud +45% (fastest in 5+ yrs), AI now ~35% of external Cloud rev, Cloud EBITA +133% to $830M, ~12% margin. But op margin fell to 6% from 14%; CapEx $10B (+75%), FCF -$6.6B. Mgmt sees ~3yr AI compute payback (→2.5yr). China e-comm -8%; Quick Commerce +45% to $7.9B; AI Labs EBITA loss ~$2B. Maintaining ~$56B 3yr AI plan.
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