Alibaba Group Holding (BABA)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from BABA's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Alibaba Group Holding's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Revenue | $853.1B | $868.7B | $941.2B | $996.3B | $1.02T |
| Net income | $62.2B | $72.8B | $80.0B | $130.1B | $103.6B |
| Free cash flow | — | — | — | — | — |
| EPS (diluted) | $2.84 | $3.43 | $3.91 | $6.70 | $5.50 |
| Operating margin | 8.2% | 11.6% | 12.0% | 14.1% | 4.9% |
Where the revenue comes from
Revenue by segments, fiscal 2026.
Superinvestors who own BABA
From each investor's latest 13F filing (what a 13F shows). 12 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| PRIMECAP Management PRIMECAP Management Co |
Trimmed | $1.8B | 1.1% | Q2 2026 |
| Dodge & Cox Dodge & Cox |
Added | $956M | 0.50% | Q2 2026 |
| David Tepper Appaloosa Management |
Trimmed | $192M | 2.5% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | $100M | 0.08% | Q2 2026 |
| Charles Brandes Brandes Investment Partners, LP |
Added | $92M | 0.65% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | $71M | 0.11% | Q2 2026 |
| Charlie Munger Daily Journal Corp |
Held | $19M | 7.3% | Q2 2026 |
| Francis Chou Chou Associates Management |
Held | $4M | 1.9% | Q2 2026 |
| Richard Pzena Pzena Investment Management |
Trimmed | $3M | 0.01% | Q2 2026 |
| Bill Nygren Harris Associates LP |
Added | $1M | 0.00% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | $1M | 0.0% | Q2 2026 |
| Tweedy, Browne Tweedy, Browne Company |
Trimmed | $380,081 | 0.03% | Q2 2026 |
Insider buying
Open-market purchases by Alibaba Group Holding's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
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In the full deep dive
Questions
Are Alibaba Group Holding insiders buying the stock?
No open-market insider purchases of BABA in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own Alibaba Group Holding?
12 of the superinvestors Investingly tracks hold BABA in their latest 13F, including PRIMECAP Management, Dodge & Cox, David Tepper.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.