Apple faces U.S. backlash over Alibaba China AI deal
CNBC's Deirdre Bosa joins 'Money Movers' with the latest details on U.S. scrutiny of Apple's relationship with Alibaba.
Fiscal Year: April - March
Alibaba Group Holding Limited (BABA), listed on the NYSE, has a market capitalization of $173.69B. As of May 20, 2025, the stock is trading at $122.96 per share, offering investors a clear view of its current market value. Alibaba Group Holding Limited is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 16.65, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Alibaba Group Holding Limited also offers a dividend yield of 1.61%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Alibaba Group Holding Limited (BABA) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Alibaba Group Holding Limited is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Alibaba Group Holding Limited, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Alibaba Group Holding Limited is 25.96, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Alibaba Group Holding Limited (BABA) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Alibaba Group Holding Limited (BABA) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Alibaba Group Holding Limited (BABA) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Alibaba Group Holding Limited. To access the full SS Score, consider upgrading your subscription.
Alibaba Group Holding Limited is a significant player in the industry sector, with a market capitalization of $173.69B and a competitive P/E ratio of 16.65. Investors should compare these metrics with industry peers to gauge whether Alibaba Group Holding Limited is outperforming or underperforming within its sector.
CNBC's Deirdre Bosa joins 'Money Movers' with the latest details on U.S. scrutiny of Apple's relationship with Alibaba.
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Shares in Chinese e-commerce giant Alibaba fell as much as 4.8% on Monday in Hong Kong as a deal to provide AI technology to iPhones sold in China faced a possible backlash in the U.S.
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The Trump administration and congressional officials are scrutinizing a deal between Apple and Alibaba that would bring Alibaba-powered AI features to iPhones sold in China, according to The New York ...
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Upgrade Alibaba to BUY, seeing 20% upside as core ecommerce stabilizes and AI/cloud growth outpaces peers despite recent earnings miss. China commerce fundamentals are improving, with CMR growth accel...
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The Trump administration and congressional officials have raised concerns about a deal to put a Chinese company's artificial intelligence on iPhones.
Alibaba Group Holding BABA reported downbeat sales for its fiscal fourth quarter on Thursday.
Benchmark analyst Fawne Jiang maintained Alibaba Group Holding BABA with a Buy and lowered the price target from $190 to $176 on Friday.
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Alibaba's recent earnings miss triggered a selloff, but the stock still outperformed the S&P 500 and delivered a 56% total return over the past year. Core e-commerce and international commerce segment...
In its Q4 FY2025 report, Alibaba unveiled headline numbers that fell short of pre-ER consensus estimates, triggering a sharp sell-off in BABA stock. In this report, we shall analyze Alibaba's Q4 earni...
During the first quarter, the Carolina Panthers owner trimmed stakes in Alibaba and other Chinese companies.
Alibaba, Tencent and JD.com reported earnings this week that reflected improving Chinese consumer spending, and the growing benefits of artificial intelligence in advertising. "The e-commerce and ad r...
Alibaba Group Holding Limited released its March quarter earnings earlier today. It missed on both revenue and EPS due to high expectations and a 12% decline in Cainiao Smart Logistics revenue. The st...
Michael Burry's Scion Asset Management made some major changes to its portfolio during the first quarter, according to a filing with the SEC released on Thursday.
Alibaba (BABA) shares are down after earnings, something Derek Yan believes is due to investors' overestimated growth expectations for its Cloud segment. Derek discusses the company's agentic A.I.
Alibaba (BABA) shares are down after earnings which Melissa Armo says "looks like a short to me" adding "it's really hard to think about buying this" amid rockier U.S.-China trade relations. She's bea...
Last month, Chinese tech conglomerate Alibaba debuted a fast delivery service it dubbed “instant commerce.
Alibaba Group Holding Limited's core China Commerce and Cloud businesses are accelerating, with Cloud revenue up 18% YoY and strong operating income growth. Management is prioritizing heavy reinvestme...
Chinese retailer Alibaba Group Holding's results for the March quarter came under analysts' expectations, leading to an 8% decline in its US-listed shares. A slowdown in Chinese spending is affecting...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 95.63B | Analyst x6 | |
2026 | 109.25B | 14.24% | Analyst x5 |
2027 | 132.78B | 21.53% | Analyst x9 |
2028 | 138.74B | 4.48% | Analyst x5 |
2029 | 202.60B | 46.03% | Analyst x1 |
2030 | 224.69B | 10.91% | Est @10.9% |
2031 | 243.24B | 8.26% | Est @8.3% |
2032 | 258.81B | 6.40% | Est @6.4% |
2033 | 271.13B | 4.76% | Est @4.8% |
2034 | 281.72B | 3.91% | Est @3.9% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2024A | 150.51B | 1.00 | 150.51B |
2025A | 77.54B | 1.00 | 77.54B |
2025E | 95.63B | 1.07 | 88.99B |
2026E | 109.25B | 1.15 | 94.61B |
2027E | 132.78B | 1.24 | 106.99B |
2028E | 138.74B | 1.33 | 104.03B |
2029E | 202.60B | 1.43 | 141.36B |
2030E | 224.69B | 1.54 | 145.89B |
2031E | 243.24B | 1.66 | 146.96B |
2032E | 258.81B | 1.78 | 145.50B |
2033E | 271.13B | 1.91 | 141.84B |
2034E | 281.72B | 2.05 | 137.15B |
Terminal | 5.82T | 2.05 | 2.83T |
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