BABA's diversified growth, AI traction, and strong financials give it the edge over BIDU in China's tech rebound.
Alibaba's AI revenue grew triple-digits for 7 straight quarters, yet trades at just 11.6x P/E. Revenue growth jumped to 18% in Q4 from 13% in Q3, with 300M+ Qwen AI model downloads worldwide. With 33.5% market share, Alibaba dominates China's cloud market, now expanding AI into manufacturing, agriculture, and SMEs.
Alibaba's recent earnings have dampened sentiment on Wall Street as the company missed both EPS and revenue estimates. However, there are several bright spots in the recent earnings numbers that can significantly improve the earnings trajectory of the company. The cloud business is showing a higher revenue growth trend with 18% YoY growth and 69% YoY improvement in EBITA.
![]() BABA In 6 days Announced | Other | $2 Per Share |
![]() BABA 11 months ago Paid | Other | $0.66 Per Share |
![]() BABA 20 Dec 2023 Paid | Annual | $1 Per Share |
15 May 2025 Date | | 12.81 Cons. EPS | 12.52 EPS |
12 May 2025 Date | | - Cons. EPS | - EPS |
5 Feb 2025 Date | | - Cons. EPS | - EPS |
14 Nov 2024 Date | | 14.77 Cons. EPS | 15.06 EPS |
27 Sep 2024 Date | | 2.08 Cons. EPS | - EPS |
![]() BABA In 6 days Announced | Other | $2 Per Share |
![]() BABA 11 months ago Paid | Other | $0.66 Per Share |
![]() BABA 20 Dec 2023 Paid | Annual | $1 Per Share |
15 May 2025 Date | | 12.81 Cons. EPS | 12.52 EPS |
12 May 2025 Date | | - Cons. EPS | - EPS |
5 Feb 2025 Date | | - Cons. EPS | - EPS |
14 Nov 2024 Date | | 14.77 Cons. EPS | 15.06 EPS |
27 Sep 2024 Date | | 2.08 Cons. EPS | - EPS |
Specialty Retail Industry | Consumer Cyclical Sector | Mr. Yongming Wu CEO | XSTU Exchange | US01609W1027 ISIN |
CN Country | 194,320 Employees | 12 Jun 2025 Last Dividend | - Last Split | - IPO Date |
Alibaba Group Holding Limited is a technological giant that offers an extensive range of services that facilitate merchants, brands, retailers, and other businesses to efficiently engage with their users and customers, not only within the People's Republic of China but also on an international scale. The conglomerate composition of Alibaba Group is manifested through its operation across seven segments, namely China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. Established in 1999 and headquartered in Hangzhou, China, Alibaba Group has revolutionized the e-commerce, digital media, and technology sectors through its innovative solutions and extensive reach.