BABA
Alibaba Group Holding Limited
BABA has a slight edge over GRWG overall, supported by lower modeled downside.
GRWG
GrowGeneration Corp.
GRWG 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.
GRWG Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
GRWG's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow 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.
GRWG PE Valuation
GRWG 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 GRWG on the outlook, with more favorable revenue expectations.
GRWG Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Stable | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect GRWG's losses to shrink, with revenue holding 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 GRWG on earnings quality, reporting a profit while its opponent remains loss making.
GRWG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.23 | +$0.44 |
| Q2 2026 | -$0.27 | +$0.55 |
| Q1 2026 | -$0.32 | +$0.52 |
| Q4 2025 | -$0.40 | +$0.42 |
| Q3 2025 | -$0.67 | +$0.21 |
| Q2 2025 | -$0.82 | -$0.01 |
| Q1 2025 | -$0.84 | -$0.04 |
| Q4 2024 | -$0.82 | -$0.06 |
GRWG is still losing money, but far less than before: $0.23 per share over the past year, against $2.70 at its worst in early 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 GRWG 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 GRWG on profitability, with a higher operating margin.
GRWG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $44.8M | -5.2% |
| Q2 2026 | $43.2M | +5.5% |
| Q1 2026 | $38.4M | +7.5% |
| Q4 2025 | $37.8M | +1% |
| Q3 2025 | $47.3M | -5.5% |
| Q2 2025 | $41M | -23% |
| Q1 2025 | $35.7M | -25% |
| Q4 2024 | $37.4M | -24% |
GRWG's revenue fell from its 2021 peak and has held roughly level since: $45M last quarter, down 5.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -0.1% | +5.9 points |
| Q2 2026 | -5.4% | +7.5 points |
| Q1 2026 | -14% | +14 points |
| Q4 2025 | -20% | +44 points |
| Q3 2025 | -6% | +18 points |
| Q2 2025 | -13% | -0.7 points |
| Q1 2025 | -28% | -8 points |
| Q4 2024 | -64% | -8.9 points |
GRWG's operating margin was −0.1% last quarter, up 5.9 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.
GRWG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $555K | +$1.1M |
| Q2 2026 | $941K | +$3.9M |
| Q1 2026 | -$5M | -$1.2M |
| Q4 2025 | -$2.2M | -305% |
| Q3 2025 | -$499K | -143% |
| Q2 2025 | -$2.9M | -$2.6M |
| Q1 2025 | -$3.8M | -$153K |
| Q4 2024 | $1.1M | +$2.4M |
GRWG has the edge over BABA on cash flow, with more consistent year-over-year improvement.
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.
GRWG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -550K shares |
| 1 year | -0.9% | -528K shares |
| 3 years | -3.3% | -2M shares |
| 5 years | -0.4% | -235K shares |
| Available history | +51% | +20M shares |
GRWG has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q4 2024 | $1,000 |
| Q3 2024 | $1.8M |
| Q3 2021 | — |
| Q2 2021 | — |
| Q1 2021 | $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's net debt is less than a year of its operating earnings (EBITDA).
GRWG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2022 | -3.1x | Net Cash |
| Q4 2021 | -1.5x | Net Cash |
| Q3 2021 | -1.8x | Net Cash |
| Q2 2021 | -2.1x | Net Cash |
| Q1 2021 | -4.1x | Net Cash |
| Q4 2020 | -16.3x | Net Cash |
| Q3 2020 | -7.8x | Net Cash |
| Q2 2020 | -5.0x | Net Cash |
GRWG has more cash than debt.
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).
GRWG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 38.8 | Neutral |
| Stochastic | 18.6 | Oversold |
GRWG's weekly RSI is 39 (neutral) and its Stochastic is 19 (oversold).
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.
GRWG PE vs Consumer Cyclical Sector
| Metric | GRWG | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
GRWG 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.
GRWG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.46 | 16% below |
| 20 week MA | $1.51 | 19% below |
| 50 week MA | $1.44 | 15% below |
| 100 week MA | $1.39 | 12% below |
| 200 week MA | $2.08 | 41% below |
GRWG is in a downtrend: it's below all five of its weekly moving averages, and 41% 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 finished lower in three of the last six years. It's down 38% so far in 2026.
GRWG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $4.23 | $41.3 | +876% |
| 2021 | $41.3 | $13.6 | -67% |
| 2022 | $13.6 | $4.26 | -69% |
| 2023 | $4.26 | $2.51 | -41% |
| 2024 | $2.51 | $1.54 | -39% |
| 2025 | $1.54 | $1.61 | +4.5% |
| 2026 YTD | $1.61 | $1.23 | -24% |
GRWG has the edge over BABA on returns for 2026, with the stronger performance.