Alibaba Group Holding Ltd - ADR
BABA
Market Cap$295.61B
Close$
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.
Exclusive for Stockcircle Pro members
Sign up
$52.38
57.6% downside
Current Fair Value
57.6% downsideOvervalued by 57.6% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $295.61 Billion |
|---|---|
| Enterprise Value | $378.76 Billion |
| Dividend Yield | $2 (1.21443881280389%) |
| 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 | 17.5 |
|---|---|
| PEG | 7.37 |
| Price to Sales | 0.29 |
| Price to Book Ratio | 0.26 |
| Enterprise Value to Revenue | 0.39 |
| Enterprise Value to EBIT | 2.52 |
| 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