BABA
Alibaba Group Holding Limited
BABA has the edge over GT overall, supported by lower modeled downside.
GT
The Goodyear Tire & Rubber Company
GT 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.
GT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Stable | |
| Weak |
GT's revenue and cash flow are currently stable, but its 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.
GT PE Valuation
GT 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 GT on the outlook, with more favorable earnings and revenue expectations.
GT Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Stable | |
| Stable | |
| Limited | |
| Low |
Analysts expect GT'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 GT on earnings quality, reporting a profit while its opponent remains loss making.
GT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$2.03 | +$4.06 |
| Q2 2026 | -$8.83 | -726% |
| Q1 2026 | -$7.25 | -963% |
| Q4 2025 | -$5.99 | -2596% |
| Q3 2025 | -$6.09 | -$5.04 |
| Q2 2025 | $1.41 | +$2.65 |
| Q1 2025 | $0.84 | +$3.11 |
| Q4 2024 | $0.24 | +$2.66 |
GT lost $2.03 per share over the past year, a smaller loss than the year before.
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 GT 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 GT on profitability, with a higher operating margin.
GT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.5B | -2.3% |
| Q2 2026 | $4.3B | -4.8% |
| Q1 2026 | $3.9B | -8.7% |
| Q4 2025 | $4.9B | -0.6% |
| Q3 2025 | $4.6B | -3.7% |
| Q2 2025 | $4.5B | -2.3% |
| Q1 2025 | $4.3B | -6.3% |
| Q4 2024 | $4.9B | -3.3% |
GT's revenue fell from its 2022 peak and has held roughly level since: $4.5B last quarter, down 2.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -4.7% | +11 points |
| Q2 2026 | -3.8% | -11 points |
| Q1 2026 | -4.6% | -7.7 points |
| Q4 2025 | 3.3% | +1.5 points |
| Q3 2025 | -16% | -15 points |
| Q2 2025 | 6.8% | +3.8 points |
| Q1 2025 | 3.1% | +4.2 points |
| Q4 2024 | 1.9% | +7.9 points |
GT's operating margin was −4.7% last quarter, up 11 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.
GT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$283M | -$102M |
| Q2 2026 | -$69M | +$318M |
| Q1 2026 | -$893M | -$96M |
| Q4 2025 | $1.3B | +32% |
| Q3 2025 | -$181M | +$170M |
| Q2 2025 | -$387M | -$4M |
| Q1 2025 | -$797M | -$28M |
| Q4 2024 | $1B | +2% |
GT 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.
GT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | +0.3% | +1M shares |
| 3 years | +1.4% | +4M shares |
| 5 years | +17% | +42M shares |
| Available history | +24% | +56M shares |
GT has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
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 GT on leverage, with a lower net debt burden relative to earnings.
GT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 11.4x | High |
| Q2 2026 | 97.4x | High |
| Q1 2026 | 11.0x | High |
| Q4 2025 | 5.9x | High |
| Q3 2025 | 8.5x | High |
| Q2 2025 | 4.6x | High |
| Q1 2025 | 5.2x | High |
| Q4 2024 | 5.8x | High |
GT's net debt is about 11 years of its operating earnings (EBITDA), up from 8.5 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).
GT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 28.3 | Oversold |
| Stochastic | 7.1 | Oversold |
GT's weekly RSI is 28 (oversold) and its Stochastic is 7 (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.
GT PE vs Consumer Cyclical Sector
| Metric | GT | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
GT 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.
GT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $4.49 | 10% below |
| 20 week MA | $5.61 | 28% below |
| 50 week MA | $6.84 | 41% below |
| 100 week MA | $8.05 | 50% below |
| 200 week MA | $9.96 | 60% below |
GT is in a downtrend: it's below all five of its weekly moving averages, and 60% 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 GT on returns for 2026, with the stronger performance.
GT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $15.1 | $10.4 | -31% |
| 2021 | $10.4 | $21.1 | +103% |
| 2022 | $21.1 | $10.2 | -51% |
| 2023 | $10.2 | $14.3 | +40% |
| 2024 | $14.3 | $8.85 | -38% |
| 2025 | $8.85 | $8.73 | -1.4% |
| 2026 YTD | $8.73 | $4.03 | -54% |
GT's yearly returns have swung widely, from +103% in 2021 to −51% in 2022. It's down 54% so far in 2026.