Top line stable.
+5.5% YoY versus +5.3% prior. 3y CAGR +4.6%.
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Consumer Discretionary · Market Cap: $270.7B
Live price unavailable
Fundamentals as of 2026-03-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
2 of 2 legendary models say BUY BABA.
What would legendary investors pay for BABA?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Concerns — Alibaba Group Holding Limited's 9.6% ROE is below sector median.
Financial story
Concerns — Alibaba Group Holding Limited's 9.6% ROE and 0.74 debt-to-equity warrant a closer look at the underlying business.
Bottom line: BABA is rated BUY by all 2 legendary models, 92% below avg fair value $1346, but earns a C sector grade (52/100) in Consumer Discretionary. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
+5.5% YoY versus +5.3% prior. 3y CAGR +4.6%.
+5.5%Net margin 10.1% versus 13.1% prior (−3.0pp). Operating 5.6%.
10.1%P/E 19.8x — 3% below the 5y median of 20.5x. Forward 3.6x hints at EPS expansion next year.
19.8xBuffett and Lynch evaluate BABA against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
BABA's P/E ratio is 20.3x. 5-year P/E history is in the financials tab.
2 of 2 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab.
BABA's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
BABA is in the Consumer Discretionary sector. Sector ranking and peer comparison are in the sector tab.
2 of 2 legendary investor models rate BABA a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
How does BABA compare?
See exactly where BABA ranks
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Sign in to see the rankingBABA sits at #59 in Consumer Discretionary with a C grade (52/100).