FRC
FRC Logo
Community
Sign InGet Access

Connect With Us

Stay updated with our latest research and insights

Fundamental Research Corp Logo

Highly ranked equity research firm providing institutional grade tools and analysis to all investors worldwide. Trusted by global investors for over 20+ years.

20+ Years
Rate us on TrustpilotLeave a review

Policies

  • Privacy Policy
  • Terms of Service
  • Disclaimer

Company

  • About Us
  • Our Team
  • Contact Us
  • Leave a Review

Resources

  • Videos
  • Research Reports
  • Community
  • FAQ
  • How to use the site

Browse

  • Stock Directory
  • Stock Screener
  • Market Intel Weekly
  • Report Archive

Trackers

  • Congress Trading
  • Senate Trading
  • Congress Net Worth
  • Commodities

© 2026 Fundamental Research Corp. All Rights Reserved.

Professional investment research since 2003

Home
Strategies
Intel
Analysis
Community
Company ProfileAlibaba Group Holding Limited
  • Company Overview
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
BABA
Alibaba Group Holding Limited Stock AnalysisComprehensive stock analysis for Alibaba Group Holding Limited (BABA) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisBABA
BABA
Alibaba Group Holding Limited
  • Company Overview
  • Financial Data
  • Peer Comparison
  • Ownership & News
  • Discussion
BABA
Home🔹Stocks🔹Alibaba Group Holding Limited

Alibaba Group Holding Limited

🇺🇸BABA•NYSE

Alibaba Group Holding Limited

🇺🇸BABA•NYSE
Market cap
$252.56B
Sentiment

Your view on BABA

Mkt Cap
$252.56B
Sentiment
Your view
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Alibaba Group Holding Limited

Industry
Specialty Retail
Sector
Consumer Cyclical
CEO
Yongming Wu
Headquarters
969 West Wen Yi Road, Hangzhou, CN
Industry
Specialty Retail
Sector
Consumer Cyclical
CEO
Yongming Wu
Headquarters
969 West Wen Yi Road, Hangzhou, CN
Description

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.

The company operates through seven segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. It operates Taobao and Tmall, which are digital retail platforms; Alimama, a proprietary monetization platform; 1688.com and Alibaba.

com, which are online wholesale marketplaces; AliExpress, a retail marketplace; Lazada, Trendyol, and Daraz that are e-commerce platforms; Freshippo, a retail platform for groceries and fresh goods; and Tmall Global, an import e-commerce platform. The company also operates Cainiao Network logistic services platform; Ele.

me, an on-demand delivery and local services platform; Koubei, a restaurant and local services guide platform; and Fliggy, an online travel platform. In addition, it offers pay-for-performance, in-feed, and display marketing services; and Taobao Ad Network and Exchange, a real-time online bidding marketing exchange.

Further, the company provides elastic computing, storage, network, security, database, big data, and IoT services; and hardware, software license, software installation, and application development and maintenance services.

Additionally, it operates Youku, an online video platform; Quark, a platform for information search, storage, and consumption; Alibaba Pictures and other content platforms that provide online videos, films, live events, news feeds, literature, music, and others; Amap, a mobile digital map, navigation, and real-time traffic information app; DingTalk, a business efficiency mobile app; Tmall Genie smart speaker; and Qwen, an artificial intelligence chatbot.

The company was incorporated in 1999 and is based in Hangzhou, the People's Republic of China.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

Fair value for Alibaba Group Holding Limited from FRC's valuation model, read against the market price. BABA last traded at $101.52, 22.1× trailing earnings — the estimate is read against that market price. The model runs on every stock on the platform and shows the estimate per share and the date it was calculated. A free account covers 3 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Alibaba Group Holding Limited. Starting points for Alibaba Group Holding Limited: P/E 22.1, EPS $31.50, beta 0.40 — an Specialty Retail name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Alibaba Group Holding Limited. Alibaba Group Holding Limited paid $1.05 per share over the last year — a 1.0% yield at the current $101.52 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Alibaba Group Holding Limited. Trailing twelve-month EPS for Alibaba Group Holding Limited stands at $31.50. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Analyst Estimates

Analysts' price targets, ratings, and revenue and EPS estimates.

As of Nov 12, 2026 · CNY

1-Year Price Target

$179.63average of analysts' targets

 

Low

$160.00

Median

$180.00

High

$200.00

Average target · 1 new target in the last month, average $190.00

Analyst Ratings

Buyconsensus of 59 analysts
  • Strong Buy0
  • Buy51
  • Hold7
  • Sell1
  • Strong Sell0

Earnings Estimate

EPSCurrent QtrSep 2026Next QtrDec 2026Current YearFY Mar 2027Next YearFY Mar 2028
Avg. estimateCNY 10.83CNY 14.74CNY 43.87CNY 61.17
Low estimateCNY 7.12CNY 10.92CNY 40.85CNY 53.31
High estimateCNY 12.99CNY 18.55CNY 50.66CNY 80.88
No. of analysts1091819
Year-ago EPSCNY 8.72CNY 6.64CNY 44.00—
Growth+24.2%+122.0%-0.3%—

Revenue Estimate

RevenueCurrent QtrSep 2026Next QtrDec 2026Current YearFY Mar 2027Next YearFY Mar 2028
Avg. estimateCNY 269.89BCNY 311.61BCNY 1.13TCNY 1.27T
Low estimateCNY 267.02BCNY 291.20BCNY 1.10TCNY 1.15T
High estimateCNY 272.90BCNY 326.45BCNY 1.14TCNY 1.36T
No. of analysts12103131
Year-ago revenueCNY 247.79BCNY 284.84BCNY 1.02T—
Growth+8.9%+9.4%+9.9%—
Recent analyst actions15 rating and price-target changes, latest Nov 9, 2026 — with the analyst, firm and source

Source: Wall Street analysts' published price targets, ratings and estimates, compiled by Financial Modeling Prep from StreetInsider, Benzinga, Pulse 2.0; as of Nov 12, 2026. Not FRC research or a recommendation.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Alibaba Group Holding Limited. Alibaba Group Holding Limited has reported as a listed company since 2014. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Alibaba Group Holding Limited valued side by side against its closest peers. Alibaba Group Holding Limited is measured against Specialty Retail peers within the Consumer Cyclical sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Which funds and firms own the stock.

Which institutions hold Alibaba Group Holding Limited, and how their positions are changing. At a $252.56B market value, institutional positions materially move Alibaba Group Holding Limited's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.

Insider Trading

Recent buying and selling by company executives.

Buying and selling by Alibaba Group Holding Limited executives and directors. Shares of Alibaba Group Holding Limited have traded between $80.06 and $192.67 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.

Senate Trading

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Alibaba Group Holding Limited. Alibaba Group Holding Limited is a $252.56B Consumer Cyclical company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.

House Trading

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Alibaba Group Holding Limited. Representatives' reported transactions in this security, shown next to the company's fundamentals.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Alibaba Group Holding Limited. Coverage tracks Alibaba Group Holding Limited within Specialty Retail (Consumer Cyclical). Press releases and market coverage, newest first.

Discussion

Comments

Comments and replies from FRC members about this company.

No comments yet

Be the first to ask a question or say what you make of Alibaba Group Holding Limited.

Peer companies

  • AMZNAmazon.com, Inc.
  • CPNGCoupang, Inc.
  • MELIMercadoLibre, Inc.
  • PDDPDD Holdings Inc.

More Specialty Retail companies

  • PTZHPhotozou Holdings, Inc.
  • PUPSPick-Ups Plus, Inc.
  • QYBXQian Yuan Baixing, Inc.
  • RARPSRSE Archive LLC
  • RBZHFReebonz Holding Limited
  • RDBBFArticore Group Limited
  • REREATRenew Inc.
  • RHRh
  • RKUNFRakuten Group, Inc.
  • RKUNYRakuten Group, Inc.
  • RVLVRevolve Group, Inc.
  • SATLFZOZO, Inc.

ETFs holding Alibaba Group Holding Limited

Largest holders, then the funds most concentrated in BABA · % = share of the fund

  • AVEMAvantis Emerging Markets Equity ETF0.72%
  • AIQGlobal X - Artificial Intelligence & Technology ETF2.14%
  • QTUMQuantum ETF1.15%
  • CGNGCapital Group New Geography Equity ETF1.24%
  • PGJInvesco Golden Dragon China ETF7.64%
  • ONLNProShares - Online Retail ETF7.60%
  • SPWOSP Funds S&P World (ex-US) ETF2.93%
  • XAIXXtrackers Artificial Intelligence and Big Data ETF2.46%
BABA Analysis
Fair
Past2
Growth4
Health4
Profit2
Value2

News

Latest Market News