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
|
09988
|
03690
|
BIDU
|
|---|---|---|---|
Price/Earnings (Normalized) | 26.22 | 11.73 | 16.54 |
Price/Book Value | 1.69 | 2.27 | 0.73 |
Price/Sales | 1.76 | 1.02 | 1.62 |
Price/Cash Flow | 23.46 | — | 20.65 |
|
Metric
|
09988
|
03690
|
BIDU
|
|---|---|---|---|
Quick Ratio | 1.28 | 1.63 | 2.06 |
Current Ratio | 1.36 | 1.91 | 2.33 |
Interest Coverage | 3.31 | −15.64 | −3.36 |
|
Metric
|
09988
|
03690
|
BIDU
|
|---|---|---|---|
Return on Assets (Normalized) | 2.62% | −9.47% | 2.67% |
Return on Equity (Normalized) | 4.78% | −19.94% | 4.48% |
Return on Invested Capital (Normalized) | 0.25% | −13.42% | 1.78% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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AMZN
| LOCK|Dv>lXfR | LOCK|>$^ | $3T | |||
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BABA
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PDD
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MELI
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EBAY
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JD
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United States