Alibaba Group Holding Full Year 2025 Earnings: EPS Misses Expectations

Advertisement

Alibaba Group Holding (NYSE:BABA) Full Year 2025 Results

Key Financial Results

  • Revenue: CN¥996.3b (up 5.9% from FY 2024).
  • Net income: CN¥129.5b (up 62% from FY 2024).
  • Profit margin: 13% (up from 8.5% in FY 2024).
  • EPS: CN¥55.12 (up from CN¥31.61 in FY 2024).
We check all companies for important risks. See what we found for Alibaba Group Holding in our free report.
revenue-and-expenses-breakdown
NYSE:BABA Revenue and Expenses Breakdown May 20th 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

Alibaba Group Holding EPS Misses Expectations

Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.5%.

The primary driver behind last 12 months revenue was the Taobao and Tmall Group segment contributing a total revenue of CN¥449.8b (45% of total revenue). Notably, cost of sales worth CN¥598.3b amounted to 60% of total revenue thereby underscoring the impact on earnings. The largest operating expense was Sales & Marketing costs, amounting to CN¥144.0b (54% of total expenses). Explore how BABA's revenue and expenses shape its earnings.

Looking ahead, revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Multiline Retail industry in the US.

Performance of the American Multiline Retail industry.

The company's shares are down 7.2% from a week ago.

Valuation

Our analysis of these results suggests Alibaba Group Holding may be undervalued based on 6 important criteria we look at. You can access our in-depth analysis and discover what the outlook is like for the stock by clicking here.

New: Manage All Your Stock Portfolios in One Place

We've created the ultimate portfolio companion for stock investors, and it's free.

• Connect an unlimited number of Portfolios and see your total in one currency
• Be alerted to new Warning Signs or Risks via email or mobile
• Track the Fair Value of your stocks

Try a Demo Portfolio for Free

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

About NYSE:BABA

Alibaba Group Holding

Through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally.

Very undervalued with excellent balance sheet.

Advertisement

Weekly Picks

VA
valuebull
GOAI logo
valuebull on Eva Live ·

Is this the AI replacing marketing professionals?

Fair Value:US$7.4346.7% undervalued
12 users have followed this narrative
0 users have commented on this narrative
3 users have liked this narrative
ZA
PME logo
ZayaanS on Pro Medicus ·

Pro Medicus: The Market Is Confusing a Lumpy Quarter With a Broken Business

Fair Value:AU$196.7841.0% undervalued
24 users have followed this narrative
4 users have commented on this narrative
17 users have liked this narrative
ST
WBD logo
SteveGruber on Warner Bros. Discovery ·

The Rising Deal Risk That Helped Sink Netflix’s $72 Billion Bid for Warner Bros. Discovery  

Fair Value:US$18.1753.8% overvalued
4 users have followed this narrative
0 users have commented on this narrative
3 users have liked this narrative
PD
VRT logo
pdixit1 on Vertiv Holdings Co ·

The Infrastructure AI Cannot Be Built Without

Fair Value:US$408.6438.5% undervalued
30 users have followed this narrative
3 users have commented on this narrative
13 users have liked this narrative

Updated Narratives

VE
Vestra
GOOGL logo
Vestra on Alphabet ·

Alphabet Inc. (GOOG): The Gemini Era – Consolidating AI Dominance in 2026.

Fair Value:US$35514.6% undervalued
4 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
VE
Vestra
META logo
Vestra on Meta Platforms ·

Meta Platforms Inc (META): The AI Infrastructure Pivot – Monetizing the Next Frontier in 2026.

Fair Value:US$6660.3% overvalued
5 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
VE
Vestra
ENLT logo
Vestra on Enlight Renewable Energy ·

Enlight Renewable Energy Ltd. (ENLT): Scaling the Global Green Grid – A 2026 Powerhouse.

Fair Value:US$95.422.2% undervalued
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Popular Narratives

DA
davidlsander
UBI logo
davidlsander on Ubisoft Entertainment ·

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

Fair Value:€33.888.0% undervalued
65 users have followed this narrative
5 users have commented on this narrative
28 users have liked this narrative
KA
NU logo
kabz2342 on Nu Holdings ·

Nu holdings will continue to disrupt the South American banking market

Fair Value:US$64.376.7% undervalued
48 users have followed this narrative
3 users have commented on this narrative
27 users have liked this narrative
AN
AnalystConsensusTarget
MSFT logo
AnalystConsensusTarget on Microsoft ·

Analyst Commentary Highlights Microsoft AI Momentum and Upward Valuation Amid Growth and Competitive Risks

Fair Value:US$59632.0% undervalued
1298 users have followed this narrative
2 users have commented on this narrative
10 users have liked this narrative