Alibaba Health Information Technology Limited

DB:TWY Stock Report

Market Cap: €6.9b

Alibaba Health Information Technology Valuation

Is TWY undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

2/6

Valuation Score 2/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of TWY when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: TWY (€0.42) is trading below our estimate of fair value (€1.31)

Significantly Below Fair Value: TWY is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for TWY?

Key metric: As TWY is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for TWY. This is calculated by dividing TWY's market cap by their current earnings.
What is TWY's PE Ratio?
PE Ratio43.3x
EarningsCN¥1.21b
Market CapCN¥52.27b

Price to Earnings Ratio vs Peers

How does TWY's PE Ratio compare to its peers?

The above table shows the PE ratio for TWY vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average26.1x
RADL3 Raia Drogasil
34.9x20.4%R$39.0b
3088 MatsukiyoCocokara
17.3x5.0%JP¥889.9b
CLS Clicks Group
32.1x12.1%R91.0b
603939 Yifeng Pharmacy Chain
20x17.4%CN¥30.5b
TWY Alibaba Health Information Technology
43.3x21.5%€55.6b

Price-To-Earnings vs Peers: TWY is expensive based on its Price-To-Earnings Ratio (43.3x) compared to the peer average (26.1x).

Price to Earnings Ratio vs Industry

How does TWY's PE Ratio compare vs other companies in the European Consumer Retailing Industry?

2 CompaniesPrice / EarningsEstimated GrowthMarket Cap
TWY 43.3xIndustry Avg. 14.9xNo. of Companies9PE01020304050+
2 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: TWY is expensive based on its Price-To-Earnings Ratio (43.3x) compared to the European Consumer Retailing industry average (14.9x).

Price to Earnings Ratio vs Fair Ratio

What is TWY's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

TWY PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio43.3x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate TWY's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst TWY forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Current€0.42
€0.58
+38.7%
26.1%€1.12€0.42n/a17
Dec ’25€0.43
€0.58
+35.6%
26.2%€1.12€0.41n/a17
Nov ’25€0.45
€0.59
+30.6%
28.3%€1.11€0.39n/a17
Oct ’25€0.61
€0.57
-5.6%
29.4%€1.10€0.39n/a16
Sep ’25€0.34
€0.57
+68.3%
29.9%€1.11€0.38n/a16
Aug ’25€0.38
€0.59
+56.0%
29.0%€1.11€0.42n/a15
Jul ’25€0.36
€0.63
+73.8%
28.9%€1.13€0.43n/a19
Jun ’25€0.39
€0.63
+60.3%
28.3%€1.12€0.43n/a19
May ’25€0.35
€0.66
+89.4%
27.6%€1.15€0.48n/a19
Apr ’25€0.37
€0.71
+93.0%
21.6%€1.14€0.47n/a20
Mar ’25€0.40
€0.73
+83.7%
18.0%€1.14€0.55n/a20
Feb ’25€0.34
€0.73
+115.8%
17.7%€1.14€0.55n/a21
Jan ’25€0.48
€0.73
+53.7%
17.7%€1.14€0.55n/a21
Dec ’24€0.53
€0.78
+47.4%
30.3%€1.68€0.55€0.4322
Nov ’24€0.54
€0.79
+46.5%
30.8%€1.69€0.56€0.4520
Oct ’24€0.57
€0.82
+43.9%
29.7%€1.69€0.56€0.6121
Sep ’24€0.52
€0.75
+44.5%
18.6%€1.08€0.54€0.3420
Aug ’24€0.63
€0.78
+23.3%
18.5%€1.09€0.54€0.3822
Jul ’24€0.53
€0.78
+47.0%
18.3%€1.08€0.54€0.3621
Jun ’24€0.54
€0.87
+60.5%
28.3%€1.67€0.55€0.3919
May ’24€0.63
€0.93
+48.3%
30.1%€1.67€0.60€0.3519
Apr ’24€0.65
€0.94
+45.0%
31.0%€1.70€0.61€0.3719
Mar ’24€0.70
€0.96
+36.5%
32.9%€1.74€0.50€0.4019
Feb ’24€0.84
€0.98
+15.6%
32.1%€1.73€0.50€0.3418
Jan ’24€0.80
€0.93
+15.8%
33.7%€1.72€0.49€0.4820
Dec ’23€0.82
€0.86
+4.7%
35.9%€1.71€0.48€0.5319

Analyst Forecast: Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 00:46
End of Day Share Price 2024/12/23 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Alibaba Health Information Technology Limited is covered by 30 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Xiaomeng ZhuangBofA Global Research
Shun Kei LawCCB International Securities Limited
Hazim BahariCFRA Equity Research