BABA
Alibaba Group Holding Limited
BABA has the edge over JILL overall, supported by stronger valuation and lower modeled downside.
JILL
J.Jill, Inc.
JILL 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.
JILL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
JILL's cash flow and balance sheet are currently healthy, and its revenue and profitability are 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 has the edge over JILL in the historical PE scenario, which offers more potential upside but is not a forecast.
JILL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.6x | $11.88 | -47% |
| Fair | 8.9x | $15.86 | -29% |
| Forward | 9.5x | $22.43 | — |
| Expensive | 13x | $22.75 | +1.4% |
| Current | 13x | $22.43 | — |
Historical ranges are pointers, not guarantees.
JILL's PE is in its expensive range at 13x. If earnings grow as analysts expect, today's price would be 9.5x next year's earnings, in its fair range.
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.
JILL Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for JILL, 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 has the edge over JILL on earnings, with more consistent year-over-year improvement.
JILL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.37 | +33% |
| Q3 2026 | $1.79 | -24% |
| Q2 2026 | $1.37 | -38% |
| Q1 2026 | $1.82 | -30% |
| Q4 2025 | $2.16 | -24% |
| Q3 2025 | $2.36 | -17% |
| Q2 2025 | $2.21 | -34% |
| Q1 2025 | $2.61 | +4% |
| Q4 2024 | $2.83 | +26% |
JILL's earnings per share have fallen from their peak: $1.79 over the past year, against $3.88 in mid-2022.
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 JILL 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's operating margin was 7.2% last quarter, down 6.9 points from the same quarter a year ago.
JILL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $154.8M | +0.5% |
| Q2 2026 | $144.4M | -6% |
| Q1 2026 | $138.4M | -3.1% |
| Q4 2025 | $150.5M | -0.5% |
| Q3 2025 | $154M | -0.8% |
| Q2 2025 | $153.6M | -4.9% |
| Q1 2025 | $142.8M | -4.4% |
| Q4 2024 | $151.3M | +0.8% |
JILL's revenue grew through 2021 and has held roughly level since: $155M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | +4.8 points |
| Q2 2026 | 6.1% | -6.3 points |
| Q1 2026 | -0.1% | -3.7 points |
| Q4 2025 | 9.9% | -2.8 points |
| Q3 2025 | 11% | -3.9 points |
| Q2 2025 | 12% | -5.2 points |
| Q1 2025 | 3.6% | -3.5 points |
| Q4 2024 | 13% | -2 points |
JILL 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.
JILL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $44.5M | +160% |
| Q2 2026 | -$881K | -128% |
| Q1 2026 | -$11M | -899% |
| Q4 2025 | $16M | +9.4% |
| Q3 2025 | $17.1M | +14% |
| Q2 2025 | $3.1M | -84% |
| Q1 2025 | $1.4M | -22% |
| Q4 2024 | $14.6M | -22% |
JILL 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.
JILL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.7% | +98.7K shares |
| 1 year | -1.5% | -223K shares |
| 3 years | +3.9% | +564K shares |
| 5 years | +65% | +5.9M shares |
| Available history | +71% | +6.3M shares |
JILL has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.5M |
| Q2 2026 | $794,000 |
| Q1 2026 | $3.8M |
| Q4 2025 | $2M |
| Q3 2025 | $1M |
| Q2 2025 | $3.5M |
JILL spent $8M buying back its own shares over the past year.
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).
JILL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.1x | Net Cash |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.5x | Very low |
| Q4 2025 | -0.8x | Net Cash |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -0.4x | Net Cash |
| Q4 2024 | 0.3x | Very low |
| Q3 2024 | 0.4x | Very low |
JILL has the edge over BABA on leverage, with a lower net debt burden relative to earnings.
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).
JILL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.0 | Neutral |
| Stochastic | 69.5 | Neutral |
JILL's weekly RSI is 60 (neutral) and its Stochastic is 70 (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.
JILL PE vs Consumer Cyclical Sector
| Metric | JILL | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 18x | 30% below |
| PE % | 81 | 47 | 34 pts above |
JILL has the edge over BABA on valuation relative to its sector.
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.
JILL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $23.7 | 5.5% below |
| 20 week MA | $21.0 | 6.8% above |
| 50 week MA | $17.1 | 31% above |
| 100 week MA | $17.8 | 26% above |
| 200 week MA | $22.4 | 0% above |
JILL 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.
JILL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.50 | $4.02 | -27% |
| 2021 | $4.02 | $16.8 | +319% |
| 2022 | $16.8 | $22.5 | +34% |
| 2023 | $22.5 | $25.8 | +14% |
| 2024 | $25.8 | $26.9 | +4.3% |
| 2025 | $26.9 | $14.5 | -46% |
| 2026 YTD | $14.5 | $22.4 | +55% |
JILL has the edge over BABA on returns for 2026, with the stronger performance.