BABA
Alibaba Group Holding Limited
BABA's outlook is improving, though it still trails on the overall score.
CHWY
Chewy, Inc.
CHWY has the edge over BABA overall, supported by stronger fundamentals and stronger valuation.
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.
CHWY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
CHWY's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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.
CHWY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 22x | $22.60 | — |
| Current | 34x | $22.60 | — |
| Cheap | 37x | $24.73 | +9.4% |
| Fair | 94x | $62.06 | +175% |
| Expensive | 623x | $411 | +1720% |
Historical ranges are pointers, not guarantees.
CHWY has the edge over BABA in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
CHWY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for CHWY, with profitability improving.
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.
CHWY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.02 | +54% |
| Q3 2026 | $0.66 | +78% |
| Q2 2026 | $0.60 | -34% |
| Q1 2026 | $0.52 | -43% |
| Q4 2025 | $0.50 | -46% |
| Q3 2025 | $0.37 | -55% |
| Q2 2025 | $0.91 | +379% |
| Q1 2025 | $0.91 | +911% |
| Q4 2024 | $0.92 | +2967% |
CHWY has the edge over BABA on earnings, with stronger typical year-over-year growth.
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 CHWY on profitability, with a higher operating margin.
CHWY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.3B | +7.3% |
| Q2 2026 | $3.4B | +7.7% |
| Q1 2026 | $3.3B | +0.5% |
| Q4 2025 | $3.1B | +8.3% |
| Q3 2025 | $3.1B | +8.6% |
| Q2 2025 | $3.1B | +8.3% |
| Q1 2025 | $3.2B | +14% |
| Q4 2024 | $2.9B | +5.1% |
CHWY has the edge over BABA on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.8% | +0.5 points |
| Q2 2026 | 3.8% | +1.4 points |
| Q1 2026 | 1.3% | +1.6 points |
| Q4 2025 | 2.1% | +1.2 points |
| Q3 2025 | 2.3% | +1.1 points |
| Q2 2025 | 2.5% | +0.2 points |
| Q1 2025 | -0.3% | +0.4 points |
| Q4 2024 | 0.9% | +1.3 points |
CHWY's operating margin was 2.8% last quarter, up 0.5 points from the same quarter a year ago, near the top 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.
CHWY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $89.5M | -15% |
| Q2 2026 | $70.8M | +45% |
| Q1 2026 | $232M | +48% |
| Q4 2025 | $175.8M | +16% |
| Q3 2025 | $105.9M | +16% |
| Q2 2025 | $48.7M | -7.5% |
| Q1 2025 | $156.6M | +136% |
| Q4 2024 | $151.8M | +213% |
CHWY 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.
CHWY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.1% | -9M shares |
| 1 year | -4.3% | -18.3M shares |
| 3 years | -5% | -21.5M shares |
| 5 years | -1.6% | -6.6M shares |
| Available history | +2.2% | +8.8M shares |
CHWY has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $200M |
| Q2 2026 | $200M |
| Q1 2026 | $55M |
| Q4 2025 | $54.9M |
| Q3 2025 | $129.5M |
| Q2 2025 | $23.1M |
| Q1 2025 | $67.7M |
| Q4 2024 | $343.2M |
CHWY spent $510M buying back its own shares over the past year, down 9.5% from the year before.
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).
CHWY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.0x | Net Cash |
| Q2 2026 | -1.1x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -2.1x | Net Cash |
| Q3 2025 | -2.1x | Net Cash |
| Q2 2025 | -2.6x | Net Cash |
| Q1 2025 | -2.6x | Net Cash |
| Q4 2024 | -2.4x | Net Cash |
CHWY has the edge over BABA on leverage, with a lower net debt burden relative to earnings.
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).
CHWY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.2 | Neutral |
| Stochastic | 58.6 | Neutral |
CHWY's weekly RSI is 51 (neutral) and its Stochastic is 59 (neutral).
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 CHWY on valuation relative to its sector.
CHWY PE vs Consumer Cyclical Sector
| Metric | CHWY | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 18x | 90% above |
| PE % | 7 | 47 | 40 pts below |
CHWY is trading at 34x earnings, a 90% premium to the Consumer Cyclical sector's median of 18x.
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.
CHWY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $20.6 | 9.8% above |
| 20 week MA | $21.4 | 5.4% above |
| 50 week MA | $24.4 | 7.5% below |
| 100 week MA | $31.0 | 27% below |
| 200 week MA | $29.0 | 22% below |
CHWY has the edge over BABA on trend strength, trading above more of its moving averages.
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.
CHWY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $28.6 | $104.0 | +263% |
| 2021 | $104.0 | $59.3 | -43% |
| 2022 | $59.3 | $39.3 | -34% |
| 2023 | $39.3 | $23.6 | -40% |
| 2024 | $23.6 | $34.1 | +44% |
| 2025 | $34.1 | $32.5 | -4.6% |
| 2026 YTD | $32.5 | $22.6 | -30% |
CHWY has the edge over BABA on returns for 2026, with the stronger performance.