BABA
Alibaba Group Holding Limited
BABA offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
FTDR
Frontdoor, Inc.
FTDR has the edge over BABA overall, supported by stronger fundamentals and lower modeled downside.
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.
FTDR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Healthy |
FTDR'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.
FTDR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $64.94 | -32% |
| Forward | 19x | $95.42 | — |
| Fair | 20x | $81.26 | -15% |
| Current | 24x | $95.42 | — |
| Expensive | 31x | $123 | +29% |
Historical ranges are pointers, not guarantees.
FTDR 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.
FTDR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for FTDR, with profitability improving. 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'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.
FTDR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.15 | +28% |
| Q3 2026 | $4.01 | +15% |
| Q2 2026 | $3.78 | +12% |
| Q1 2026 | $3.50 | +14% |
| Q4 2025 | $3.42 | +14% |
| Q3 2025 | $3.49 | +16% |
| Q2 2025 | $3.37 | +29% |
| Q1 2025 | $3.07 | +35% |
| Q4 2024 | $3.01 | +42% |
FTDR has the edge over BABA on earnings, with more consistent year-over-year improvement.
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.
FTDR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $655M | +6% |
| Q2 2026 | $645M | +4.5% |
| Q1 2026 | $451M | +5.9% |
| Q4 2025 | $433M | +13% |
| Q3 2025 | $618M | +14% |
| Q2 2025 | $617M | +14% |
| Q1 2025 | $426M | +13% |
| Q4 2024 | $382M | +4.4% |
FTDR has the edge over BABA on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 24% | +0.5 points |
| Q2 2026 | 26% | +2.2 points |
| Q1 2026 | 11% | 0 points |
| Q4 2025 | 0.5% | -1.1 points |
| Q3 2025 | 23% | -1.8 points |
| Q2 2025 | 24% | +0.8 points |
| Q1 2025 | 11% | -0.6 points |
| Q4 2024 | 1.6% | -1.7 points |
FTDR has the edge over BABA on profitability, with a higher operating margin.
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.
FTDR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $65M | +12% |
| Q2 2026 | $120M | 0% |
| Q1 2026 | $113M | -3.4% |
| Q4 2025 | $95M | +90% |
| Q3 2025 | $58M | +263% |
| Q2 2025 | $120M | +32% |
| Q1 2025 | $117M | +58% |
| Q4 2024 | $50M | -7.4% |
FTDR 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.
FTDR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.1% | -800K shares |
| 1 year | -5.5% | -4.1M shares |
| 3 years | -13% | -10.3M shares |
| 5 years | -18% | -15.6M shares |
| Available history | -17% | -14.6M shares |
FTDR has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $109M |
| Q2 2026 | $91M |
| Q1 2026 | $61M |
| Q4 2025 | $88M |
| Q3 2025 | $60M |
| Q2 2025 | $64M |
| Q1 2025 | $71M |
| Q4 2024 | $41M |
FTDR spent $349M buying back its own shares over the past year, up 48% 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 has the edge over FTDR on leverage, with a lower net debt burden relative to earnings.
FTDR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.2x | Healthy |
| Q1 2026 | 1.3x | Healthy |
| Q4 2025 | 1.4x | Healthy |
| Q3 2025 | 1.5x | Healthy |
| Q2 2025 | 1.6x | Healthy |
| Q1 2025 | 1.9x | Healthy |
| Q4 2024 | 2.2x | Moderate |
FTDR's net debt is about 1.3 years of its operating earnings (EBITDA), down from 1.5 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).
FTDR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.1 | Neutral |
| Stochastic | 77.8 | Neutral |
FTDR's weekly RSI is 68 (neutral) and its Stochastic is 78 (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 FTDR on valuation relative to its sector.
FTDR PE vs Consumer Cyclical Sector
| Metric | FTDR | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 18x | 32% above |
| PE % | 61 | 47 | 14 pts above |
FTDR is trading at 24x earnings, a 32% 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.
FTDR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $84.3 | 13% above |
| 20 week MA | $81.6 | 17% above |
| 50 week MA | $69.3 | 38% above |
| 100 week MA | $62.3 | 53% above |
| 200 week MA | $49.0 | 95% above |
FTDR 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.
FTDR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $47.3 | $50.6 | +7% |
| 2021 | $50.6 | $35.6 | -30% |
| 2022 | $35.6 | $19.6 | -45% |
| 2023 | $19.6 | $35.2 | +80% |
| 2024 | $35.2 | $55.7 | +58% |
| 2025 | $55.7 | $58.6 | +5.3% |
| 2026 YTD | $58.6 | $95.4 | +63% |
FTDR has the edge over BABA on returns for 2026, with the stronger performance.