BABA
Alibaba Group Holding Limited
BABA has the edge over LE overall, supported by lower modeled downside and stronger fundamentals.
LE
Lands' End, Inc.
LE offers stronger modeled upside, 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.
LE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Weak | |
| Strong |
LE'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.
LE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 0.8x | $8.92 | — |
| Cheap | 13x | $142 | +1490% |
| Forward | 15x | $8.92 | — |
| Fair | 38x | $426 | +4674% |
| Expensive | 68x | $765 | +8479% |
Historical ranges are pointers, not guarantees.
LE 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 |
BABA has the edge over LE on the outlook, with more favorable earnings and revenue expectations.
LE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong decline | |
| Stable | |
| Weakening | |
| Limited | |
| Low |
Analysts expect LE's earnings and profitability to decline, with its 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'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.
LE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.59 | -95% |
| Q3 2026 | $11.24 | +6144% |
| Q2 2026 | $11.01 | +8369% |
| Q1 2026 | $0.18 | -10% |
| Q4 2025 | $0.37 | +$1.03 |
| Q3 2025 | $0.18 | +$4.34 |
| Q2 2025 | $0.13 | +$4.37 |
| Q1 2025 | $0.20 | +$4.29 |
| Q4 2024 | -$0.66 | +$3.26 |
LE 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 has the edge over LE 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 LE on profitability, with a higher operating margin.
LE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $268.9M | +5.3% |
| Q2 2026 | $205.1M | -9.9% |
| Q1 2026 | $402.3M | -8.9% |
| Q4 2025 | $277.5M | -13% |
| Q3 2025 | $255.3M | -20% |
| Q2 2025 | $227.8M | -20% |
| Q1 2025 | $441.7M | -14% |
| Q4 2024 | $318.6M | -1.9% |
LE's revenue is recovering but still below its 2022 peak: $269M last quarter, up 5.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3% | +1.5 points |
| Q2 2026 | -22% | -21 points |
| Q1 2026 | 6.4% | -1.9 points |
| Q4 2025 | 6% | +3.1 points |
| Q3 2025 | 1.6% | +0.8 points |
| Q2 2025 | -1% | -1.8 points |
| Q1 2025 | 8.4% | +6.8 points |
| Q4 2024 | 2.9% | +34 points |
LE's operating margin was 3% last quarter, up 1.5 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.
LE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$26.1M | -286% |
| Q2 2026 | -$84.4M | -$53.7M |
| Q1 2026 | $59.5M | +20% |
| Q4 2025 | -$22.4M | +$5.4M |
| Q3 2025 | $14.1M | -46% |
| Q2 2025 | -$30.7M | +$1.8M |
| Q1 2025 | $49.7M | -43% |
| Q4 2024 | -$27.8M | -$4M |
LE 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.
LE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.9% | -1.2M shares |
| 1 year | -2.1% | -635K shares |
| 3 years | -6.3% | -2M shares |
| 5 years | -11% | -3.6M shares |
| Available history | -7.1% | -2.3M shares |
LE has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2024 | $1M |
| Q1 2024 | $2.1M |
| Q4 2023 | $3M |
| Q3 2023 | $3M |
| Q2 2023 | $3.8M |
| Q1 2023 | $3.2M |
| Q4 2022 | $2.9M |
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).
LE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.5x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | 2.8x | Moderate |
| Q4 2025 | 2.2x | Moderate |
| Q3 2025 | 2.7x | Moderate |
| Q2 2025 | 2.7x | Moderate |
| Q1 2025 | 2.6x | Moderate |
| Q4 2024 | 3.6x | Elevated |
LE 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).
LE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.3 | Neutral |
| Stochastic | 3.0 | Oversold |
LE's weekly RSI is 33 (neutral) and its Stochastic is 3 (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.
LE PE vs Consumer Cyclical Sector
| Metric | LE | Sector median | Relative |
|---|---|---|---|
| PE | 0.8x | 18x | 96% below |
| PE % | 0 | 47 | 47 pts below |
LE 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.
LE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.78 | 8.8% below |
| 20 week MA | $10.9 | 18% below |
| 50 week MA | $12.7 | 30% below |
| 100 week MA | $12.4 | 28% below |
| 200 week MA | $11.6 | 23% below |
LE is in a downtrend: it's below all five of its weekly moving averages, and 23% 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 LE on returns for 2026, with the stronger performance.
LE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.6 | $19.8 | +13% |
| 2021 | $19.8 | $19.1 | -3.6% |
| 2022 | $19.1 | $7.21 | -62% |
| 2023 | $7.21 | $9.56 | +33% |
| 2024 | $9.56 | $13.4 | +40% |
| 2025 | $13.4 | $14.6 | +9.2% |
| 2026 YTD | $14.6 | $8.92 | -39% |
LE is down 39% so far in 2026, after finishing higher in four of the previous six years.