BABA
Alibaba Group Holding Limited
BABA has the edge over CWH overall, supported by lower modeled downside.
CWH
Camping World Holdings, Inc.
CWH offers stronger modeled upside, 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.
CWH Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Under pressure | |
| Stable | |
| Weak |
CWH's cash flow is currently stable, but its revenue, 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.
CWH PE Valuation
CWH has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 37x next year's earnings.
BABA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
BABA has the edge over CWH on the outlook, with more favorable revenue and profitability expectations.
CWH Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Decline | |
| Weakening | |
| Limited | |
| Low |
Analysts expect CWH to return to profit, with revenue declining. However, they disagree widely on these estimates.
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 CWH on earnings quality, reporting a profit while its opponent remains loss making.
CWH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.12 | — |
| Q3 2026 | -$4.00 | -$3.07 |
| Q2 2026 | -$1.55 | -$1.35 |
| Q1 2026 | -$1.49 | -$1.03 |
| Q4 2025 | -$1.44 | -$0.68 |
| Q3 2025 | -$0.93 | -$0.24 |
| Q2 2025 | -$0.20 | +$0.26 |
| Q1 2025 | -$0.46 | -$0.42 |
| Q4 2024 | -$0.76 | -246% |
CWH lost $4.00 per share over the past year, and its loss has widened in each of the last five quarters.
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 has the edge over CWH on sales, with more consistent year-over-year improvement.
| 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 CWH on profitability, with a higher operating margin.
CWH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.6B | -12% |
| Q2 2026 | $1.9B | -2.1% |
| Q1 2026 | $1.4B | -4.2% |
| Q4 2025 | $1.2B | -2.6% |
| Q3 2025 | $1.8B | +4.7% |
| Q2 2025 | $2B | +9.4% |
| Q1 2025 | $1.4B | +3.6% |
| Q4 2024 | $1.2B | +8.6% |
CWH's revenue has slid since its 2022 peak: $1.6B last quarter, down 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -17% | -22 points |
| Q2 2026 | 5.3% | -1.3 points |
| Q1 2026 | 1.6% | +0.2 points |
| Q4 2025 | -4.5% | -3.2 points |
| Q3 2025 | 4.4% | +0.6 points |
| Q2 2025 | 6.6% | +1.3 points |
| Q1 2025 | 1.5% | +1.2 points |
| Q4 2024 | -1.3% | -0.2 points |
CWH's operating margin was −17% last quarter, down 22 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.
CWH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $154.8M | +182% |
| Q2 2026 | $369.2M | +168% |
| Q1 2026 | -$101.6M | +$203M |
| Q4 2025 | -$272.5M | -$78.1M |
| Q3 2025 | $54.9M | -82% |
| Q2 2025 | $137.9M | +6.3% |
| Q1 2025 | -$304.6M | -$209.3M |
| Q4 2024 | -$194.4M | +$76.6M |
CWH 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 the edge over CWH on shareholder dilution, with a more favorable share count trend.
| 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.
CWH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +61% | +39.2M shares |
| 1 year | +65% | +40.6M shares |
| 3 years | +21% | +18.2M shares |
| 5 years | +120% | +56.3M shares |
| Available history | +177% | +66M shares |
CWH has 103M diluted shares, up 65% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $2.4M |
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 CWH on leverage, with a lower net debt burden relative to earnings.
CWH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 7.2x | High |
| Q1 2026 | 7.4x | High |
| Q4 2025 | 7.4x | High |
| Q3 2025 | 6.2x | High |
| Q2 2025 | 12.3x | High |
| Q1 2025 | 14.2x | High |
| Q4 2024 | 13.5x | High |
| Q3 2024 | 14.2x | High |
CWH's net debt is about 7.2 years of its operating earnings (EBITDA), down from 12 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).
CWH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 34.8 | Neutral |
| Stochastic | 21.9 | Neutral |
CWH's weekly RSI is 35 (neutral) and its Stochastic is 22 (neutral).
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.
CWH PE vs Consumer Cyclical Sector
| Metric | CWH | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
CWH 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.
CWH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.70 | 7.7% below |
| 20 week MA | $5.68 | 24% below |
| 50 week MA | $7.71 | 44% below |
| 100 week MA | $12.3 | 65% below |
| 200 week MA | $17.9 | 76% below |
CWH is in a downtrend: it's below all five of its weekly moving averages, and 76% 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 CWH on returns for 2026, with the stronger performance.
CWH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.5 | $29.2 | +101% |
| 2021 | $29.2 | $39.6 | +36% |
| 2022 | $39.6 | $22.1 | -44% |
| 2023 | $22.1 | $26.3 | +19% |
| 2024 | $26.3 | $20.8 | -21% |
| 2025 | $20.8 | $10.2 | -51% |
| 2026 YTD | $10.2 | $4.34 | -57% |
CWH's yearly returns have swung widely, from +101% in 2020 to −51% in 2025. It's down 57% so far in 2026.