ACEL
Accel Entertainment, Inc.
ACEL has the edge over BABA overall, supported by stronger fundamentals and stronger valuation.
BABA
Alibaba Group Holding Limited
BABA's outlook is improving, though it still trails on the overall score.
ACEL Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
ACEL's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
ACEL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $12.09 | -13% |
| Forward | 16x | $13.83 | — |
| Current | 18x | $13.83 | — |
| Fair | 21x | $15.87 | +15% |
| Expensive | 28x | $20.96 | +52% |
Historical ranges are pointers, not guarantees.
ACEL has the edge over BABA in the historical PE scenario, which offers more potential upside but is not a forecast.
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's PE is 21x, but its earnings don't support one, so it isn't a reliable read right now.
ACEL Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for ACEL, 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.
ACEL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.88 | +16% |
| Q3 2026 | $0.76 | +52% |
| Q2 2026 | $0.67 | +68% |
| Q1 2026 | $0.60 | +22% |
| Q4 2025 | $0.60 | +46% |
| Q3 2025 | $0.50 | -2% |
| Q2 2025 | $0.40 | -30% |
| Q1 2025 | $0.49 | -3.9% |
| Q4 2024 | $0.41 | -23% |
ACEL has the edge over BABA on earnings, with stronger typical year-over-year growth.
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's earnings per share have fallen from their peak: $4.42 over the past year, against $9.27 in mid-2025. Its recent earnings include one-off gains.
ACEL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $363.6M | +10% |
| Q2 2026 | $368.1M | +9.6% |
| Q1 2026 | $351.6M | +8.5% |
| Q4 2025 | $341.4M | +7.5% |
| Q3 2025 | $329.7M | +9.1% |
| Q2 2025 | $335.9M | +8.6% |
| Q1 2025 | $323.9M | +7.3% |
| Q4 2024 | $317.5M | +6.9% |
ACEL has the edge over BABA on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.9% | +0.2 points |
| Q2 2026 | 8.7% | +0.7 points |
| Q1 2026 | 7.7% | -0.3 points |
| Q4 2025 | 8.7% | +2.1 points |
| Q3 2025 | 7.7% | +0.5 points |
| Q2 2025 | 8% | +0.7 points |
| Q1 2025 | 8% | -0.5 points |
| Q4 2024 | 6.5% | -2 points |
ACEL 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.
ACEL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $60.7M | +77% |
| Q2 2026 | $8.9M | +$15.1M |
| Q1 2026 | $19.9M | +10% |
| Q4 2025 | $16M | +670% |
| Q3 2025 | $34.2M | +3.4% |
| Q2 2025 | -$6.2M | -155% |
| Q1 2025 | $18M | +122% |
| Q4 2024 | $2.1M | -89% |
ACEL 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.
ACEL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -15K shares |
| 1 year | -3.1% | -2.7M shares |
| 3 years | -4.3% | -3.7M shares |
| 5 years | -12% | -11.3M shares |
| Available history | +6.9% | +5.4M shares |
ACEL has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $7.2M |
| Q2 2026 | $5.6M |
| Q1 2026 | $12.1M |
| Q4 2025 | $16.2M |
| Q3 2025 | $6.8M |
| Q2 2025 | $6.7M |
| Q1 2025 | $10.2M |
| Q4 2024 | $4M |
ACEL spent $41M buying back its own shares over the past year, up 48% 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.
ACEL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.6x | Healthy |
| Q2 2026 | 1.9x | Healthy |
| Q1 2026 | 1.9x | Healthy |
| Q4 2025 | 1.9x | Healthy |
| Q3 2025 | 2.0x | Moderate |
| Q2 2025 | 2.3x | Moderate |
| Q1 2025 | 2.3x | Moderate |
| Q4 2024 | 2.3x | Moderate |
ACEL's net debt is about 1.6 years of its operating earnings (EBITDA), down from 2.0 years a year ago.
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 has the edge over ACEL on leverage, with a lower net debt burden relative to earnings.
ACEL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 69.7 | Neutral |
| Stochastic | 74.0 | Neutral |
ACEL's weekly RSI is 70 (neutral) and its Stochastic is 74 (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).
ACEL PE vs Consumer Cyclical Sector
| Metric | ACEL | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 18x | 1% above |
| PE % | 27 | 47 | 20 pts below |
ACEL has the edge over BABA on valuation relative to its sector.
BABA PE vs Consumer Cyclical Sector
| Metric | BABA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 18x | 19% above |
| PE % | 60 | 47 | 13 pts above |
BABA is trading at 21x earnings, a 19% premium to the Consumer Cyclical sector's median of 18x, though its earnings don't support one.
ACEL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $11.7 | 18% above |
| 20 week MA | $11.9 | 16% above |
| 50 week MA | $11.8 | 18% above |
| 100 week MA | $11.4 | 21% above |
| 200 week MA | $10.9 | 26% above |
ACEL 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.
ACEL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $12.3 | $10.9 | -12% |
| 2021 | $10.9 | $13.2 | +21% |
| 2022 | $13.2 | $7.57 | -43% |
| 2023 | $7.57 | $10.3 | +36% |
| 2024 | $10.3 | $10.6 | +3.6% |
| 2025 | $10.6 | $11.7 | +10% |
| 2026 YTD | $11.7 | $13.8 | +18% |
ACEL 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.