ABNB
Airbnb, Inc.
ABNB has the edge over BABA overall, supported by stronger fundamentals and stronger modeled upside.
BABA
Alibaba Group Holding Limited
BABA's outlook is improving, though it still trails on the overall score.
ABNB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Unavailable |
ABNB's revenue, profitability and cash flow are currently healthy. There isn't enough data to rate its balance sheet.
BABA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Weak | |
| Healthy |
BABA's balance sheet is currently healthy, and its revenue is stable, but its profitability and cash flow are under pressure.
ABNB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 20x | $108 | -41% |
| Forward | 29x | $181 | — |
| Fair | 34x | $183 | +1.3% |
| Current | 34x | $181 | — |
| Expensive | 46x | $245 | +35% |
Historical ranges are pointers, not guarantees.
ABNB's PE is in its fair range at 34x. If earnings grow as analysts expect, today's price would be 29x next year's earnings, in its cheap range.
BABA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $69.66 | -26% |
| Fair | 20x | $86.59 | -8.2% |
| Current | 21x | $94.36 | — |
| Expensive | 26x | $115 | +22% |
Historical ranges are pointers, not guarantees.
BABA has the edge over ABNB in the historical PE scenario, which offers more potential upside but is not a forecast.
ABNB Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Low |
Analysts expect earnings and revenue growth for ABNB, with profitability improving. However, they disagree widely on these estimates.
BABA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for BABA, with profitability improving. However, they disagree widely on these estimates.
ABNB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.18 | +16% |
| Q3 2026 | $5.34 | +27% |
| Q2 2026 | $4.39 | +6.8% |
| Q1 2026 | $4.05 | +2.8% |
| Q4 2025 | $4.03 | -1.9% |
| Q3 2025 | $4.19 | +47% |
| Q2 2025 | $4.11 | -44% |
| Q1 2025 | $3.94 | -47% |
| Q4 2024 | $4.11 | -43% |
ABNB's earnings per share have fallen from their peak: $5.34 over the past year, against $8.26 in late 2023.
BABA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $4.42 | -52% |
| Q1 2026 | $6.57 | -18% |
| Q4 2025 | $5.79 | -22% |
| Q3 2025 | $7.85 | +49% |
| Q2 2025 | $9.27 | +116% |
| Q1 2025 | $8.06 | +71% |
| Q4 2024 | $7.47 | +24% |
| Q3 2024 | $5.26 | -35% |
BABA has the edge over ABNB on earnings, with stronger typical year-over-year growth.
ABNB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.9B | +19% |
| Q2 2026 | $3.6B | +17% |
| Q1 2026 | $2.7B | +18% |
| Q4 2025 | $2.8B | +12% |
| Q3 2025 | $4.1B | +9.7% |
| Q2 2025 | $3.1B | +13% |
| Q1 2025 | $2.3B | +6.1% |
| Q4 2024 | $2.5B | +12% |
ABNB has the edge over BABA on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 42% | +1.8 points |
| Q2 2026 | 21% | +1.2 points |
| Q1 2026 | 3.2% | +1.5 points |
| Q4 2025 | 9.7% | -7.7 points |
| Q3 2025 | 40% | -1.2 points |
| Q2 2025 | 20% | +1.7 points |
| Q1 2025 | 1.7% | -3 points |
| Q4 2024 | 17% | +40 points |
ABNB has the edge over BABA on profitability, with a higher operating margin.
BABA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $40.2B | +8.3% |
| Q1 2026 | $36.5B | +2.9% |
| Q4 2025 | $42.7B | +1.7% |
| Q3 2025 | $37.2B | +4.8% |
| Q2 2025 | $37.2B | +1.8% |
| Q1 2025 | $35.5B | +6.6% |
| Q4 2024 | $42B | +7.6% |
| Q3 2024 | $35.5B | +5.2% |
BABA's revenue has grown year over year for 16 quarters in a row: $40.2B last quarter, up 8.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 7.2% | -6.9 points |
| Q1 2026 | -0.3% | -12 points |
| Q4 2025 | 7.1% | -7.6 points |
| Q3 2025 | 2.2% | -13 points |
| Q2 2025 | 14% | -0.7 points |
| Q1 2025 | 12% | +5.4 points |
| Q4 2024 | 15% | +6.1 points |
| Q3 2024 | 15% | 0 points |
BABA's operating margin was 7.2% last quarter, down 6.9 points from the same quarter a year ago.
ABNB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.5B | +11% |
| Q2 2026 | $1.3B | +30% |
| Q1 2026 | $1.7B | -4.5% |
| Q4 2025 | $526M | +13% |
| Q3 2025 | $1.4B | +26% |
| Q2 2025 | $975M | -7.2% |
| Q1 2025 | $1.8B | -7% |
| Q4 2024 | $466M | +640% |
ABNB has the edge over BABA on cash generation, producing positive trailing cash flow while its opponent burns cash.
BABA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$6.7B | -$4.1B |
| Q1 2026 | -$2.7B | +$1.5B |
| Q4 2025 | $1B | -90% |
| Q3 2025 | -$3.2B | -254% |
| Q2 2025 | -$2.7B | -182% |
| Q1 2025 | -$4.2B | -12231% |
| Q4 2024 | $10.4B | -4.8% |
| Q3 2024 | $2.1B | -62% |
BABA's free cash flow has turned negative after years in the green: −$11.6B over the past year.
ABNB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | -3.9% | -24M shares |
| 3 years | -9.5% | -63M shares |
| 5 years | -12% | -84.9M shares |
| Available history | +12% | +66.1M shares |
ABNB has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $712M |
| Q2 2026 | $1.1B |
| Q1 2026 | $1.1B |
| Q4 2025 | $1.1B |
| Q3 2025 | $877M |
| Q2 2025 | $1B |
| Q1 2025 | $807M |
| Q4 2024 | $838M |
ABNB spent $3.9B buying back its own shares over the past year, up 12% from the year before.
BABA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +11.1M shares |
| 1 year | +0.9% | +21.4M shares |
| 3 years | -6.2% | -161M shares |
| 5 years | -12% | -339M shares |
| Available history | -8.4% | -221M shares |
BABA has 2.4B diluted shares, up 0.9% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $269.8M |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
BABA spent $270M buying back its own shares over the past year, after none the year before.
ABNB Net Leverage
BABA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 0.5x | Very low |
| Q1 2026 | 0.5x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | 0.1x | Very low |
| Q3 2024 | -0.2x | Net Cash |
BABA's net debt is less than a year of its operating earnings (EBITDA).
ABNB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.9 | Neutral |
| Stochastic | 66.8 | Neutral |
ABNB's weekly RSI is 60 (neutral) and its Stochastic is 67 (neutral).
BABA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 38.0 | Neutral |
| Stochastic | 12.7 | Oversold |
BABA's weekly RSI is 38 (neutral) and its Stochastic is 13 (oversold).
ABNB PE vs Consumer Cyclical Sector
| Metric | ABNB | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 18x | 88% above |
| PE % | 48 | 50 | 2 pts below |
ABNB is trading at 34x earnings, a 88% premium to the Consumer Cyclical sector's median of 18x.
BABA PE vs Consumer Cyclical Sector
| Metric | BABA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 18x | 19% above |
| PE % | 60 | 47 | 13 pts above |
BABA has the edge over ABNB on valuation relative to its sector.
ABNB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $170.9 | 6% above |
| 20 week MA | $168.0 | 7.8% above |
| 50 week MA | $146.8 | 23% above |
| 100 week MA | $137.8 | 31% above |
| 200 week MA | $135.9 | 33% above |
ABNB has the edge over BABA on trend strength, trading above more of its moving averages.
BABA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $104.7 | 9.9% below |
| 20 week MA | $111.1 | 15% below |
| 50 week MA | $128.0 | 26% below |
| 100 week MA | $127.7 | 26% below |
| 200 week MA | $106.4 | 11% below |
BABA is in a downtrend: it's below all five of its weekly moving averages, and 11% below its 200-week average.
ABNB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $139.3 | $154.8 | +11% |
| 2021 | $154.8 | $171.3 | +11% |
| 2022 | $171.3 | $85.3 | -50% |
| 2023 | $85.3 | $136.1 | +60% |
| 2024 | $136.1 | $133.4 | -2% |
| 2025 | $133.4 | $136.8 | +2.6% |
| 2026 YTD | $136.8 | $181.1 | +32% |
ABNB has the edge over BABA on returns for 2026, with the stronger performance.
BABA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $215.5 | $222.0 | +3% |
| 2021 | $222.0 | $118.7 | -47% |
| 2022 | $118.7 | $85.7 | -28% |
| 2023 | $85.7 | $77.5 | -9.5% |
| 2024 | $77.5 | $85.1 | +9.7% |
| 2025 | $85.1 | $152.2 | +79% |
| 2026 YTD | $152.2 | $94.4 | -38% |
BABA has finished lower in three of the last six years. It's down 38% so far in 2026.