Professional
Added to YB: 2025-01-20
Pitch date: 2025-01-16
BABA [bullish]
Alibaba Group Holding Limited
+60.66%
current return
Author Info
Nightview Capital is an investment management firm focused solely on publicly traded equities. Our approach is based on in-depth, fundamental research and a forward-looking, long-term perspective. Sign up for the newsletter.
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
$2.1T
Pitch Price
$81.83
Price Target
N/A
Dividend
0.79%
EV/EBITDA
18.10
P/E
20.51
EV/Sales
2.04
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.
Read full article (2 min)