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Alibaba Group Holding Limited

NYSE•BABA
CEO: Mr. Joseph C. Tsai
Sector: Consumer Cyclical
Industry: Specialty Retail
Listing Date: 2014-09-19
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; and Tmall Genie smart speaker. The company was incorporated in 1999 and is based in Hangzhou, the People's Republic of China.
Contact Information
969 West Wen Yi Road, Yu Hang District, Hangzhou, 311121, China
86-571-8502-2088
www.alibabagroup.com
Market Cap
$286.93B
P/E (TTM)
21.5
39.1
Dividend Yield
1.6%
52W High
$192.67
52W Low
$95.73
52W Range
29%
Rank17Top 4.2%
6.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 6.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q3 2026 Data

Revenue

$39.63B+0.00%
4-Quarter Trend

EPS

$0.98+0.00%
4-Quarter Trend

FCF

$0.00+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Income Attributable Surge Net income attributable to ordinary shareholders reached 129.5B RMB, marking a substantial 62.4% increase over the prior year's 79.7B RMB.
Consolidated Revenue Growth Total consolidated revenue grew to 996.3B RMB for fiscal year 2025, reflecting a 5.7% increase driven by core segment performance.
Aggressive Shareholder Returns Distributed US$4.6B in dividends for FY2025; executed US$11.9B share repurchase, resulting in a 5.1% net reduction in outstanding shares.
Cloud AI Product Momentum Alibaba Cloud AI-related product revenue achieved triple-digit growth for seven consecutive quarters, accelerating overall cloud performance.

Risk Factors

Unique VIE Structure Uncertainty Reliance on contractual VIE arrangements carries risk; adverse PRC regulatory interpretation could force restructuring or cause security value loss.
Evolving PRC Regulatory Landscape Enhanced PRC government oversight on data, anti-monopoly, and overseas listings creates compliance uncertainty and operational constraints.
Non-Core Asset Disposal Losses Recognized significant losses totaling RMB 21.6B from the disposal of Sun Art and Intime retail businesses during the fiscal year.
Geopolitical and Cybersecurity Threats Geopolitical tensions, trade sanctions, and ongoing cybersecurity risks pose material threats to operations and international expansion efforts.

Outlook

AI Cloud Growth Engine Focus Positioning "AI + Cloud" as the key future growth engine; planning investment exceeding the last decade in cloud and AI infrastructure.
International Commerce Profitability Goal International Digital Commerce Group delivered robust revenue growth; confident in achieving a profitable quarter in the coming fiscal year.
Qwen Foundation Model Expansion Expanded Qwen family to over 200 open-sourced models, driving AI adoption and empowering global developer co-creation efforts.
Core Business Efficiency Gains Streamlined portfolio via divestitures; improved operating efficiency across Internet platforms, achieving profitability for Hujing Media and Amap.

Peer Comparison

Revenue (TTM)

TM stock ticker logoTM
$339.08B
+8.4%
JD stock ticker logoJD
$182.25B
+13.0%
HD stock ticker logoHD
$164.68B
+3.2%

Gross Margin (Latest Quarter)

EBAY stock ticker logoEBAY
71.4%
-0.9pp
PDD stock ticker logoPDD
55.5%
-3.3pp
WSM stock ticker logoWSM
46.9%
-0.7pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
HD$328.25B23.1130.0%62.2%
BABA$286.93B21.58.8%14.0%
TM$273.27B11.810.0%41.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
6.8%
Steady Growth
4Q Net Income CAGR
9.7%
Profitability Improving
Cash Flow Stability
75%
Volatile Cash Flow

Deep Research

Next earnings:May 13, 2026
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