BABA
Alibaba Group Holding Limited
BABA has the edge over BFAM overall, supported by lower modeled downside.
BFAM
Bright Horizons Family Solutions Inc.
BFAM offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
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.
BFAM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Healthy | |
| Weak |
BFAM's cash flow is currently healthy, and its revenue is stable, but its profitability and balance sheet are under pressure.
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.
BFAM PE Valuation
BFAM has no meaningful PE right now: it lost money over the past year.
BABA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
BABA has the edge over BFAM on the outlook, with more favorable revenue expectations.
BFAM Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect BFAM's earnings to grow and its profitability to improve, with its revenue holding steady.
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 BFAM on earnings quality, reporting a profit while its opponent remains loss making.
BFAM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.47 | — |
| Q3 2026 | -$2.97 | -185% |
| Q2 2026 | $3.16 | +3.6% |
| Q1 2026 | $3.32 | +20% |
| Q4 2025 | $3.36 | +40% |
| Q3 2025 | $3.48 | +74% |
| Q2 2025 | $3.05 | +74% |
| Q1 2025 | $2.77 | +94% |
| Q4 2024 | $2.40 | +88% |
BFAM has swung to a loss: it lost $2.97 per share over the past year, after a profit the year before.
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 has the edge over BFAM on profitability, with a higher operating margin.
BFAM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $841.5M | +4.8% |
| Q2 2026 | $779.2M | +6.5% |
| Q1 2026 | $712.2M | +7% |
| Q4 2025 | $733.7M | +8.8% |
| Q3 2025 | $802.8M | +12% |
| Q2 2025 | $731.6M | +9.2% |
| Q1 2025 | $665.5M | +6.9% |
| Q4 2024 | $674.1M | +9.5% |
BFAM has the edge over BABA on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -22% | -37 points |
| Q2 2026 | 10% | -1.5 points |
| Q1 2026 | 9.1% | -0.2 points |
| Q4 2025 | 6.2% | -1 points |
| Q3 2025 | 15% | +2.6 points |
| Q2 2025 | 12% | +1.4 points |
| Q1 2025 | 9.4% | +2.9 points |
| Q4 2024 | 7.2% | +2.6 points |
BFAM's operating margin was −22% last quarter, down 37 points from the same quarter a year ago, near the bottom of its range since 2019.
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.
BFAM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$25.1M | +$17.4M |
| Q2 2026 | $76.1M | -34% |
| Q1 2026 | $87.6M | +23% |
| Q4 2025 | $114.7M | +29% |
| Q3 2025 | -$42.4M | -$10.3M |
| Q2 2025 | $115.4M | +33% |
| Q1 2025 | $70.9M | -27% |
| Q4 2024 | $88.6M | +37% |
BFAM has the edge over BABA on cash generation, producing positive trailing cash flow while its opponent burns cash.
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.
BFAM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -6.4% | -3.3M shares |
| 1 year | -16% | -9M shares |
| 3 years | -17% | -9.6M shares |
| 5 years | -20% | -11.9M shares |
| Available history | -18% | -10.5M shares |
BFAM has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $88M |
| Q2 2026 | $246.7M |
| Q1 2026 | $224.8M |
| Q4 2025 | $120.7M |
| Q3 2025 | $44.3M |
| Q2 2025 | $40.8M |
| Q1 2025 | $19.6M |
| Q4 2023 | — |
BFAM spent $680M buying back its own shares over the past year.
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 BFAM on leverage, with a lower net debt burden relative to earnings.
BFAM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 9.5x | High |
| Q2 2026 | 2.3x | Moderate |
| Q1 2026 | 1.9x | Healthy |
| Q4 2025 | 1.5x | Healthy |
| Q3 2025 | 1.6x | Healthy |
| Q2 2025 | 1.7x | Healthy |
| Q1 2025 | 2.2x | Moderate |
| Q4 2024 | 2.4x | Moderate |
BFAM's net debt is about 9.5 years of its operating earnings (EBITDA), up from 1.6 years a year ago.
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).
BFAM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 30.4 | Neutral |
| Stochastic | 7.9 | Oversold |
BFAM's weekly RSI is 30 (neutral) and its Stochastic is 8 (oversold).
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 BFAM on valuation relative to its sector.
BFAM PE vs Consumer Cyclical Sector
| Metric | BFAM | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 18x | 25% above |
| PE % | 6 | 47 | 41 pts below |
BFAM has no meaningful PE right now: it lost money over the past year.
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.
BFAM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $62.9 | 16% below |
| 20 week MA | $68.6 | 23% below |
| 50 week MA | $76.3 | 31% below |
| 100 week MA | $96.6 | 45% below |
| 200 week MA | $98.9 | 47% below |
BFAM is in a downtrend: it's below all five of its weekly moving averages, and 47% below its 200-week average.
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 the edge over BFAM on returns for 2026, with the stronger performance.
BFAM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $150.9 | $165.3 | +9.6% |
| 2021 | $165.3 | $123.2 | -25% |
| 2022 | $123.2 | $59.9 | -51% |
| 2023 | $59.9 | $94.2 | +57% |
| 2024 | $94.2 | $110.5 | +17% |
| 2025 | $110.5 | $101.3 | -8.3% |
| 2026 YTD | $101.3 | $52.8 | -48% |
BFAM has finished lower in three of the last six years. It's down 48% so far in 2026.