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BABA Consumer Cyclical Latest YouTube: Q4 FY2026 Published 2026-05-13

Alibaba Group Holding Limited

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

BABA Stock: EPS Misses Estimates — Q4 FY2026

Published 2026-05-13

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q4 FY2026
2026-05-13
Podcast available
Yes
Current price
$119.34
-10.93 (-8.39%)
Trailing / Forward P/E
27.00x
Forward: 12.76x
Market cap / Volume
Volume:
Revenue / Earnings Growth
8.6%
Earnings: -79.4%
Margins
7.3% op
Gross: 38.2% · Net: 7.0%
Balance sheet
1.36x current
Debt / Equity: 23.9
52-week range / Beta
$91.99 - $192.67
Beta: 0.51
Analyst target
$189.47
Upside: 58.8%
Cash / shareholder return
-28.89% FCF yield
Dividend yield: 5.55%

Company context

Industry: Internet Retail
Country: China
Employees:
Price to book: 1.76x
Return on equity: 6.4%
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses in the People's Republic of China and internationally. It operates through the Alibaba China E-Commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others segments. The Alibaba China E-commerce Group segment operates Taobao and Tmall, which are digital retail platforms; Taobao Instant Commerce, a local services and on-demand delivery platform; 1688.com, a domestic wholesale marketplace; and Xianyu, a consumer-to-consumer community and marketplace for idle goods. Its Alibaba International Digital Commerce Group segment includes AliExpress, a global e-commerce platform; Trendyol, an e-commerce platform in Turkey; Lazada, an e-commerce platform in Southeast Asia; Daraz, an e-commerce platform in South Asia, primarily in Pakistan and Bangladesh; and Alibaba.com, an integrated international online wholesale marketplace. The Cloud Intelligence Group segment offers a suite of cloud services based on infrastructure-as-a-service, platform-as-a-service, and model-as-a-service. Its All Others segment comprises Amap, a provider of mobile digital maps, navigation, and real-time traffic information in China; Cainiao, which provides logistics solutions; Youku, an online long-form video platform in China; Freshippo, a retail platform for groceries and fresh goods; and Alibaba Health, a pharmaceutical and healthcare services platform. Alibaba Group Holding Limited was incorporated in 1999 and is based in Hangzhou, China.

Price chart

Market context for BABA

Competitive view

BABA vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Alibaba Group Holding Limited latest YouTube video thumbnail YouTube
Alibaba Group Holding Limited
BABA
Latest video
Q4 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
The TJX Companies, Inc. latest YouTube video thumbnail YouTube
The TJX Companies, Inc.
TJX
Latest video
Q2 FY2027
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Ford Motor Company latest YouTube video thumbnail YouTube
Ford Motor Company
F
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
BABA
$286.04B
Alibaba Group Holding Limited
TJX
$155.24B
The TJX Companies, Inc.
F
$57.46B
Ford Motor Company
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
BABA
27.0x
Alibaba Group Holding Limited
TJX
26.0x
The TJX Companies, Inc.
F
Ford Motor Company
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
BABA
12.8x
Alibaba Group Holding Limited
TJX
24.4x
The TJX Companies, Inc.
F
7.5x
Ford Motor Company
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
BABA
8.6%
Alibaba Group Holding Limited
TJX
5.4%
The TJX Companies, Inc.
F
-3.8%
Ford Motor Company
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
BABA
-79.4%
Alibaba Group Holding Limited
TJX
23.6%
The TJX Companies, Inc.
F
Ford Motor Company
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
BABA
7.3%
Alibaba Group Holding Limited
TJX
10.9%
The TJX Companies, Inc.
F
1.9%
Ford Motor Company
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
BABA
38.2%
Alibaba Group Holding Limited
TJX
31.5%
The TJX Companies, Inc.
F
7.1%
Ford Motor Company
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
BABA
7.0%
Alibaba Group Holding Limited
TJX
9.7%
The TJX Companies, Inc.
F
-3.9%
Ford Motor Company
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
BABA
6.4%
Alibaba Group Holding Limited
TJX
62.2%
The TJX Companies, Inc.
F
-18.3%
Ford Motor Company
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
BABA
-28.9%
Alibaba Group Holding Limited
TJX
2.8%
The TJX Companies, Inc.
F
-13.8%
Ford Motor Company
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
BABA
23.93x
Alibaba Group Holding Limited
TJX
134.42x
The TJX Companies, Inc.
F
456.71x
Ford Motor Company
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
BABA
1.36x
Alibaba Group Holding Limited
TJX
1.15x
The TJX Companies, Inc.
F
1.09x
Ford Motor Company
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
BABA
0.51
Alibaba Group Holding Limited
TJX
0.62
The TJX Companies, Inc.
F
1.85
Ford Motor Company
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
BABA
5.5%
Alibaba Group Holding Limited
TJX
1.3%
The TJX Companies, Inc.
F
4.3%
Ford Motor Company
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
BABA
58.8%
Alibaba Group Holding Limited
TJX
23.0%
The TJX Companies, Inc.
F
9.2%
Ford Motor Company

Episode timeline

Episode archive for BABA

Each row is one earnings episode with every verified platform link available.

Q4 FY2026
Episode live
2026-05-13
Published youtube podcast complete
BABA Stock: EPS Misses Estimates — Q4 FY2026
Quarterly earnings-analysis entry for Alibaba Group Holding Limited. Use the links on the right to open the video or podcast episode.