Professional
Added to YB: 2025-01-20
Pitch date: 2025-01-16
BABA [bullish]
Alibaba Group Holding Limited
+90.25%
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
$81.83
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Nightview Capital Portfolio Holding: Alibaba Group Holding Limited
BABA: Core biz stabilizing, cloud/AI growing. 25% mkt cap in cash. E-commerce rev +5% YoY, 930M MAU. Cloud rev +6% YoY, AI products 5Q triple-digit growth. $61.8B cash, $21.6B FCF. Political/regulatory concerns easing. VIE structure risk subsiding. Compelling valuation.
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