Alibaba Group Holding Limited

NYSE:BABA Stock Report

Market Cap: US$198.2b

Alibaba Group Holding Past Earnings Performance

Past criteria checks 0/6

Alibaba Group Holding's earnings have been declining at an average annual rate of -19.6%, while the Multiline Retail industry saw earnings growing at 15.4% annually. Revenues have been growing at an average rate of 13.2% per year. Alibaba Group Holding's return on equity is 7.5%, and it has net margins of 8.9%.

Key information

-19.6%

Earnings growth rate

-18.5%

EPS growth rate

Multiline Retail Industry Growth12.6%
Revenue growth rate13.2%
Return on equity7.5%
Net Margin8.9%
Last Earnings Update30 Sep 2024

Recent past performance updates

We Think Alibaba Group Holding's (NYSE:BABA) Robust Earnings Are Conservative

May 21
We Think Alibaba Group Holding's (NYSE:BABA) Robust Earnings Are Conservative

Recent updates

Alibaba: The Market's Concerns Are Justified, And Here's Why

Nov 18

Alibaba Could Be A Surprise Winner As New Tailwinds Emerge

Nov 11

Alibaba Group Holding Limited (NYSE:BABA) Shares Could Be 42% Below Their Intrinsic Value Estimate

Nov 03
Alibaba Group Holding Limited (NYSE:BABA) Shares Could Be 42% Below Their Intrinsic Value Estimate

Alibaba: Time To Bail Out

Oct 22

Returns On Capital At Alibaba Group Holding (NYSE:BABA) Have Hit The Brakes

Oct 18
Returns On Capital At Alibaba Group Holding (NYSE:BABA) Have Hit The Brakes

Alibaba: The Early Stage Of Returning Bullish Sentiment?

Oct 11

Alibaba Stock: Time To Temper Your Enthusiasm

Oct 03

Alibaba's Savior Is Not Chinese Stimulus, But An Impending Global AI Partnership

Sep 27

Alibaba: Winning The AI Arms Race In China

Sep 20

Alibaba: Ready To Take Off

Sep 12

Alibaba: Riding The Wave Of A Strengthening Macroeconomic Environment

Sep 05

Potential Upside For Alibaba Group Holding Limited (NYSE:BABA) Not Without Risk

Sep 02
Potential Upside For Alibaba Group Holding Limited (NYSE:BABA) Not Without Risk

Alibaba: Time To Move On

Aug 30

Alibaba: Restructuring And Investment Efforts Appear Promising, Bullish Support Is Growing

Aug 24

Is Alibaba Group Holding (NYSE:BABA) A Risky Investment?

Aug 17
Is Alibaba Group Holding (NYSE:BABA) A Risky Investment?

Alibaba: High Safety Margin

Aug 17

Alibaba: Buybacks To Fuel Growth In FY Q1 Earnings

Aug 10

Alibaba: I Keep Disagreeing With The Crowd

Jul 22

Alibaba: Sell The Dead Cat Bounce

Jul 16

Alibaba Group Holding Limited's (NYSE:BABA) Intrinsic Value Is Potentially 70% Above Its Share Price

Jul 16
Alibaba Group Holding Limited's (NYSE:BABA) Intrinsic Value Is Potentially 70% Above Its Share Price

Alibaba Stock: Stay Greedy, The Catalyst Is Coming

Jul 05

The 5 Challenges Alibaba Faces (Rating Downgrade)

Jun 28

Alibaba: China Remains Uninvestable

Jun 20

Alibaba Group Holding's (NYSE:BABA) Returns On Capital Are Heading Higher

Jun 13
Alibaba Group Holding's (NYSE:BABA) Returns On Capital Are Heading Higher

Alibaba: At An Important Inflection Point

Jun 11

Alibaba: Central Bank Gives Green Light To Investors

Jun 04

Alibaba: A Stock Buyback King In The Making

May 28

We Think Alibaba Group Holding's (NYSE:BABA) Robust Earnings Are Conservative

May 21
We Think Alibaba Group Holding's (NYSE:BABA) Robust Earnings Are Conservative

Alibaba: Deep Undervaluation Meets Changing Sentiment

May 20

Alibaba: Own It, Don't Play Earnings

May 14

We Think Alibaba Group Holding (NYSE:BABA) Can Manage Its Debt With Ease

May 13
We Think Alibaba Group Holding (NYSE:BABA) Can Manage Its Debt With Ease

Alibaba Stock May Reverse Massively

May 03

Alibaba: Cheap But Risky, My Strategy For Reducing Downside Risk

Apr 18

Alibaba: I Was Fooled By The Valuation (Downgrade)

Apr 12

Alibaba Group Holding Limited (NYSE:BABA) Could Be Riskier Than It Looks

Apr 10
Alibaba Group Holding Limited (NYSE:BABA) Could Be Riskier Than It Looks

Alibaba Stock: Why It's Not Dead Money

Apr 04

Alibaba: Something's Got To Give And It's Been The Share Price

Mar 29

Is There An Opportunity With Alibaba Group Holding Limited's (NYSE:BABA) 49% Undervaluation?

Mar 25
Is There An Opportunity With Alibaba Group Holding Limited's (NYSE:BABA) 49% Undervaluation?

Alibaba: The Cheapest Chinese Megacap Keeps Getting Cheaper

Mar 21

Alibaba, China Risks, And Why We Downgraded The Stock

Mar 13

Alibaba: Several Positive Developments

Mar 07

Alibaba: All Eyes On A Single Segment

Feb 27

Alibaba: When Will The Sentiment Turn Around?

Feb 21

Alibaba International Records Solid Growth Led By AliExpress

Feb 12

Alibaba: Jack Ma And Joe Tsai Are Buying - Should You?

Feb 06

Here's What To Make Of Alibaba Group Holding's (NYSE:BABA) Decelerating Rates Of Return

Feb 02
Here's What To Make Of Alibaba Group Holding's (NYSE:BABA) Decelerating Rates Of Return

Alibaba: Cannot Be Undervalued Forever

Jan 30

Alibaba: A Wonderful Opportunity For Investors With Risk Tolerance

Jan 24

Alibaba Group Holding (NYSE:BABA) Has A Rock Solid Balance Sheet

Jan 18
Alibaba Group Holding (NYSE:BABA) Has A Rock Solid Balance Sheet

Alibaba: It's Time To Be Greedy

Jan 18

Alibaba: I've Been Wrong, But The Investment Could Still Work Out

Jan 05

Alibaba: Revisiting The Investment Thesis. Still A Strong Buy.

Dec 30

Revenue & Expenses Breakdown

How Alibaba Group Holding makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NYSE:BABA Revenue, expenses and earnings (CNY Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 24961,96185,846176,11355,128
30 Jun 24950,24869,678165,61355,164
31 Mar 24941,16879,741157,12652,256
31 Dec 23927,49499,987152,04452,051
30 Sep 23914,902132,369147,95552,084
30 Jun 23897,28884,102146,01253,016
31 Mar 23868,68772,509145,67956,744
31 Dec 22864,53932,752142,53153,808
30 Sep 22859,36313,629146,74755,992
30 Jun 22852,87739,557151,52856,139
31 Mar 22853,06261,959151,72155,465
31 Dec 21836,40572,721151,76557,823
30 Sep 21814,909124,456140,62955,725
30 Jun 21769,278147,858132,23059,673
31 Mar 21717,289150,308118,51557,236
31 Dec 20644,208158,949103,90654,521
30 Sep 20584,580131,83193,08651,991
30 Jun 20548,538175,60282,34143,684
31 Mar 20509,711149,26378,87043,080
31 Dec 19488,895171,93174,40241,152
30 Sep 19444,717152,67469,14438,976
30 Jun 19410,848100,16764,44236,403
31 Mar 19376,84487,60062,99037,435
31 Dec 18345,27869,33159,60035,462
30 Sep 18311,02860,35254,75732,850
30 Jun 18281,00257,98750,57729,568
31 Mar 18250,26663,98543,54022,754
31 Dec 17226,91367,07139,07420,586
30 Sep 17197,13360,85333,73718,717
30 Jun 17176,30350,80830,72517,768
31 Mar 17158,27343,67528,55317,060
31 Dec 16143,87838,39326,02116,115
30 Sep 16125,17333,03624,38515,444
30 Jun 16113,05248,16722,38414,535
31 Mar 16101,14371,46020,51213,788
31 Dec 1594,38468,98820,32613,257
30 Sep 1586,02062,42619,62512,591
30 Jun 1580,67842,64818,64211,947
31 Mar 1576,20424,14916,31310,658
31 Dec 1470,81026,79913,0978,816
30 Sep 1463,37629,06910,3317,440
30 Jun 1457,49731,0368,0726,027
31 Mar 1452,50423,0767,4945,093
31 Dec 1349,14721,7306,7684,747

Quality Earnings: BABA has a large one-off loss of CN¥32.5B impacting its last 12 months of financial results to 30th September, 2024.

Growing Profit Margin: BABA's current net profit margins (8.9%) are lower than last year (14.5%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: BABA's earnings have declined by 19.6% per year over the past 5 years.

Accelerating Growth: BABA's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: BABA had negative earnings growth (-35.1%) over the past year, making it difficult to compare to the Multiline Retail industry average (46.1%).


Return on Equity

High ROE: BABA's Return on Equity (7.5%) is considered low.


Return on Assets


Return on Capital Employed


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