Professional
Added to YB: 2025-04-04
Pitch date: 2025-01-16
BABA [neutral]
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
The Nightview Fund Portfolio Holding: Alibaba Group Holding Limited
BABA (holding update): Core e-commerce stabilizing (+5% YoY) with 930M MAU. Cloud & AI growing (+6% YoY), AI products 3x+ growth 5 quarters. $61.8B cash, $21.6B FCF FY2024. Undervalued at 25% mkt cap in cash. Easing political/regulatory risks. VIE concerns expected to subside. Compelling risk/reward.
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