Alibaba's midterm strategy centers on defending its cash-generative Chinese e-commerce marketplace, Taobao and Tmall, while redeploying capital into higher-growth AI cloud and AI services.
Alibaba is able to maintain or increase its gross merchandise volume share in China's e-commerce space, demonstrating its ability to execute its turnaround strategy.
Alibaba's GMV share in China decreases faster than we expect as competitors such as Douyin successfully enter the search-based e-commerce business.
|
Metric
|
BABA
|
03690
|
BIDU
|
|---|---|---|---|
Price/Earnings (Normalized) | 38.48 | 13.38 | 17.27 |
Price/Book Value | 1.76 | 2.34 | 0.85 |
Price/Sales | 1.83 | 1.17 | 1.88 |
Price/Cash Flow | 24.33 | — | 24.00 |
|
Metric
|
BABA
|
03690
|
BIDU
|
|---|---|---|---|
Quick Ratio | 1.28 | 1.57 | 2.03 |
Current Ratio | 1.36 | 1.82 | 2.33 |
Interest Coverage | 3.31 | −13.24 | −3.36 |
|
Metric
|
BABA
|
03690
|
BIDU
|
|---|---|---|---|
Return on Assets (Normalized) | 2.62% | −5.59% | 2.67% |
Return on Equity (Normalized) | 4.78% | −11.01% | 4.48% |
Return on Invested Capital (Normalized) | 0.25% | −7.96% | 1.78% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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United States