BABA
Alibaba Group Holding Limited
BABA has lower modeled downside risk, despite its lower overall score.
DIBS
1stdibs.Com, Inc.
DIBS has the edge over BABA overall, supported by stronger fundamentals and stronger modeled upside.
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.
DIBS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Stable | |
| Unavailable |
DIBS's revenue and cash flow are currently stable, but its profitability is under pressure. There isn't enough data to rate its balance sheet.
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.
DIBS PE Valuation
DIBS 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 DIBS on the outlook, with more favorable earnings and revenue expectations.
DIBS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Stable | |
| Stable | |
| Limited | |
| Low |
Analysts expect DIBS's earnings, revenue and profitability to hold roughly steady. 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 DIBS on earnings quality, reporting a profit while its opponent remains loss making.
DIBS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.15 | +$0.35 |
| Q2 2026 | -$0.21 | +$0.34 |
| Q1 2026 | -$0.30 | +$0.25 |
| Q4 2025 | -$0.38 | +$0.11 |
| Q3 2025 | -$0.50 | -$0.08 |
| Q2 2025 | -$0.55 | -$0.20 |
| Q1 2025 | -$0.55 | -$0.11 |
| Q4 2024 | -$0.49 | +$0.08 |
DIBS is still losing money, but far less than before: $0.15 per share over the past year, against $0.83 at its worst in mid-2023.
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 DIBS 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 DIBS on profitability, with a higher operating margin.
DIBS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $23.1M | +5.1% |
| Q2 2026 | $23.3M | +5.3% |
| Q1 2026 | $22.4M | -0.7% |
| Q4 2025 | $23M | +0.9% |
| Q3 2025 | $22M | +3.7% |
| Q2 2025 | $22.1M | -0.4% |
| Q1 2025 | $22.5M | +2.2% |
| Q4 2024 | $22.8M | +8.8% |
DIBS's revenue grew through 2022 and has held roughly level since: $23M last quarter, up 5.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -9.8% | +12 points |
| Q2 2026 | -8.8% | +17 points |
| Q1 2026 | -15% | +13 points |
| Q4 2025 | -10% | +21 points |
| Q3 2025 | -21% | +14 points |
| Q2 2025 | -26% | +3.4 points |
| Q1 2025 | -28% | -3.5 points |
| Q4 2024 | -31% | -5.9 points |
DIBS's operating margin was −9.8% last quarter, up 12 points from the same quarter a year ago.
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.
DIBS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.9M | +$4.4M |
| Q2 2026 | -$5.1M | +$121K |
| Q1 2026 | $827K | +$970K |
| Q4 2025 | $3.6M | +30% |
| Q3 2025 | -$1.5M | -$1.4M |
| Q2 2025 | -$5.2M | -$2.2M |
| Q1 2025 | -$143K | +$3.1M |
| Q4 2024 | $2.8M | +$4.9M |
DIBS 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.
DIBS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.1% | -727K shares |
| 1 year | -7.2% | -2.6M shares |
| 3 years | -16% | -6.2M shares |
| 5 years | +103% | +17.1M shares |
| Available history | +9.9% | +3M shares |
DIBS has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $11.6M |
| Q1 2026 | $9.1M |
| Q4 2025 | $1.6M |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $1.8M |
| Q4 2024 | $5M |
DIBS spent $22M buying back its own shares over the past year, about three times what it spent 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).
DIBS Net Leverage
DIBS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
DIBS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.5 | Neutral |
| Stochastic | 87.5 | Overbought |
DIBS's weekly RSI is 63 (neutral) and its Stochastic is 88 (overbought).
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.
DIBS PE vs Consumer Cyclical Sector
DIBS 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.
DIBS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.67 | 25% above |
| 20 week MA | $4.61 | 26% above |
| 50 week MA | $5.00 | 17% above |
| 100 week MA | $4.08 | 43% above |
| 200 week MA | $4.30 | 36% above |
DIBS 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.
DIBS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $24.1 | $12.8 | -47% |
| 2022 | $12.8 | $5.00 | -61% |
| 2023 | $5.00 | $4.68 | -6.4% |
| 2024 | $4.68 | $3.69 | -21% |
| 2025 | $3.69 | $5.91 | +60% |
| 2026 YTD | $5.91 | $5.83 | -1.4% |
DIBS has the edge over BABA on returns for 2026, with the stronger performance.