Added to YB: 2024-01-25
Pitch date: 2024-01-24
BABA [bullish]
Alibaba Group Holding Limited
+107.31%
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
$2.5T
Pitch Price
$72.40
Price Target
137.00 (-12%)
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
value
Alibaba: A Wonderful Opportunity For Investors With Risk Tolerance
BABA at IPO levels despite strong fundamentals. Reverse DCF shows market pricing in -2% rev decline, ignoring $79B cash, $31B debt, $63B non-op assets. 10% 5yr CAGR & 17% op margin = $137 intrinsic value vs $70 now. Upside if China recovers & BABA fends off Temu, but volatility likely.
Read full article (7 min)