Alibaba Group Holding Ltd - ADR
BABA
Market Cap$293.06B
Close$
Earnings Call Q4 2025
May 15, 2025 - AI Summary
Strong Revenue Growth: Alibaba Group reported a total revenue of RMB 236.5 billion for the quarter, marking a 7% year-over-year growth, and a 10% growth excluding revenue from Sun Art and Intime. The adjusted EBITDA increased by 36% to RMB 32.6 billion, indicating improved operating efficiency.
AI and Cloud as Key Growth Drivers: Alibaba Cloud's revenue grew by 18% year-over-year, with AI-related product revenue sustaining triple-digit growth for the seventh consecutive quarter. The company expressed confidence that AI will remain a significant revenue driver in the coming years, as many enterprises migrate to the cloud to leverage AI capabilities.
E-commerce Performance: The Taobao and Tmall Group achieved a revenue of RMB 101.4 billion, up 9%, primarily driven by an increase in customer management revenue (12% year-over-year) and the improvement of monetization through initiatives like the software service fee and Quanzhantui. However, competition remains fierce in terms of monetization rates relative to peers.
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$52.38
54% downside
Current Fair Value
54% downsideOvervalued by 54% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $293.06 Billion |
|---|---|
| Enterprise Value | $376.21 Billion |
| Dividend Yield | $1.05 (1.2540784469697%) |
| Earnings per Share | $31.6 |
| Beta | 0.24 |
| Outstanding Shares | 2,323,250,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 16.75 |
|---|---|
| PEG | 7.05 |
| Price to Sales | 0.27 |
| Price to Book Ratio | 0.24 |
| Enterprise Value to Revenue | 0.38 |
| Enterprise Value to EBIT | 2.5 |
| Enterprise Value to Net Income | 3 |
| Total Debt to Enterprise | 0.65 |
| Debt to Equity | 0.25 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Alibaba Group Holding Ltd
CEO: Yong Zhang