Added to YB: 2024-08-02
Pitch date: 2024-08-01
BABA [bullish]
Alibaba Group Holding Limited
+98.73%
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 to engage with their users and customers in the People's Republic of China and internationally.
Market Cap
$2.5T
Pitch Price
$75.53
Price Target
375.00 (+141%)
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Alibaba | The Obvious Multi-Bagger No One Wants to Touch
BABA: E-commerce giant w/ 52% rev from commerce, 11% cloud, 8% logistics. Concerns: China economy, US tariffs, competition. Demographics favor growth w/ peak consumers rising. Rev up 12x, FCF 5x since 2015. Est. 2029 rev $208B, FCF $46B. 18x FCF multiple, 8% share reduction = $375 PT (370% upside). Risks: econ collapse, tariffs, competition.
Read full article (6 min)