Nama Insights

Alibaba Group (BABA)

Consumer Cyclical · Internet Retail · NYSE

Alibaba Group (BABA) is a Consumer Cyclical company in the Internet Retail industry. It has a market capitalization of $272.28B, a trailing price-to-earnings ratio of 35.3 and a free-cash-flow yield of -2.9%. Over the most recent reported fiscal year, revenue grew 2.7% and free cash flow per share fell 165.7%. Nama's AI scorecard rates it Hold, 5.0 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Hold · 5.0/10
The sections balance. As of Nov 7, 2026.
Momentum
Trailing · -36.2% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Questionable
Ratios pass, but its industry often sells things we can't check.
Off its high
-43.2%
How far the last close sits under the highest price of the past five years.
Market cap$272.28B
Trailing P/E35.3
Price / book13.3
Price / sales1.7
FCF yield-2.9%
Dividend yield1.0%
Gross margin38.2%
Operating margin4.2%
Net margin7.0%
Revenue growth (YoY)+2.7%
Revenue growth (3-yr annual)+5.6%
EPS growth (YoY)-59.0%
FCF/share growth (YoY)-165.7%
Beta0.5
ExchangeNYSE
SectorConsumer Cyclical
IndustryInternet Retail

BABA earnings

Next report: Nov 24, 2026 (Q2 2027, EPS estimate $1.65). Beat the EPS estimate in 0 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Aug 20, 2026 $1.28 $1.63 -21.3% $40.52B
Q4 2026 May 13, 2026 $0.09 $0.86 -89.2% $36.67B
Q3 2026 Mar 19, 2026 $1.07 $1.65 -35.2% $42.92B
Q2 2026 Nov 25, 2025 $0.66 $0.87 -24.6% $37.33B

BABA analyst price target

Median target $188.60 from 40 analysts, ranging $95.75 – $221.91.

Internet Retail peers

TickerCompanyMarket capP/E
AMZN Amazon.com $2.80T 21.0
PDD PDD Holdings $118.18B 8.2
DASH DoorDash $78.33B 57.2
MELI MercadoLibre $76.55B 40.5
EBAY eBay $53.54B 19.7
SE Sea $46.38B 23.8
JD JD.com $39.31B 12.3
CPNG Coupang $29.20B —
Explore live BABA data on Nama Insights →

Recent Congressional trades

Alibaba Group trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Sell $100,001 - $250,000 Sep 4, 2026
Josh Gottheimer House Sell $1,001 - $15,000 Jul 7, 2026
Gilbert Cisneros House Buy $50,001 - $100,000 Mar 9, 2026
Gilbert Cisneros House Buy $15,001 - $50,000 Dec 15, 2025
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Buy $1,001 - $15,000 Nov 21, 2025
Gilbert Cisneros House Buy $15,001 - $50,000 Nov 18, 2025
Gilbert Cisneros House Buy $15,001 - $50,000 Nov 18, 2025
Sheri Biggs House Sell $1,001 - $15,000 Oct 5, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025

BABA FAQ

Is BABA a buy?
Nama's AI scorecard currently rates Alibaba Group Hold (5.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is BABA's P/E ratio?
Alibaba Group trades at a trailing price-to-earnings ratio of 35.3.
When does BABA report earnings?
Alibaba Group's next scheduled report is on Nov 24, 2026. Analysts expect EPS of $1.65.
What is the BABA price target?
The median analyst price target from 40 analysts is $188.60, with a range of $95.75 – $221.91.
Is BABA Shariah compliant?
Nama's AAOIFI-style screen reads Alibaba Group as Questionable. Ratios pass, but its industry often sells things we can't check.
Does BABA pay a dividend?
Yes — Alibaba Group's dividend yield is 1.0%.