BABA
Alibaba Group Holding Limited
BABA has the edge over LKQ overall, supported by stronger modeled upside and lower modeled downside.
LKQ
LKQ Corporation
LKQ trails on the overall score without a compensating advantage in the available component scores.
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.
LKQ Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Strong |
LKQ's balance sheet is currently strong, and its revenue, profitability and cash flow 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's PE is 21x, but its earnings don't support one, so it isn't a reliable read right now.
LKQ PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.2x | $19.71 | — |
| Cheap | 13x | $12.47 | -37% |
| Fair | 14x | $13.82 | -30% |
| Expensive | 18x | $17.41 | -12% |
| Current | 20x | $19.71 | — |
Historical ranges are pointers, not guarantees.
LKQ 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 LKQ on the outlook, with more favorable earnings and revenue expectations.
LKQ Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Decline | |
| Stable | |
| Weakening | |
| Limited | |
| Low |
Analysts expect LKQ'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 has the edge over LKQ on earnings, with more consistent year-over-year improvement.
LKQ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.15 | +117% |
| Q3 2026 | $0.99 | -63% |
| Q2 2026 | $1.79 | -34% |
| Q1 2026 | $2.01 | -25% |
| Q4 2025 | $2.35 | -10% |
| Q3 2025 | $2.70 | +1.1% |
| Q2 2025 | $2.73 | +0.4% |
| Q1 2025 | $2.68 | -13% |
| Q4 2024 | $2.62 | -25% |
LKQ's earnings per share have fallen from their peak: $0.99 over the past year, against $4.21 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 LKQ 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 LKQ on profitability, with a higher operating margin.
LKQ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.3B | -5.1% |
| Q2 2026 | $3.4B | -6.4% |
| Q1 2026 | $3.5B | +0.2% |
| Q4 2025 | $3.3B | -1.3% |
| Q3 2025 | $3.5B | -2.4% |
| Q2 2025 | $3.6B | -1.9% |
| Q1 2025 | $3.5B | -6.5% |
| Q4 2024 | $3.4B | -4.1% |
LKQ's revenue grew through 2021 and has held roughly level since: $3.3B last quarter, down 5.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.6% | -6.2 points |
| Q2 2026 | 6.6% | -2 points |
| Q1 2026 | 6.3% | -2 points |
| Q4 2025 | 4.6% | -3.5 points |
| Q3 2025 | 7.8% | -0.8 points |
| Q2 2025 | 8.6% | -0.3 points |
| Q1 2025 | 8.3% | +0.5 points |
| Q4 2024 | 8.1% | +0.2 points |
LKQ's operating margin was 1.6% last quarter, down 6.2 points from the same quarter a year ago, near the bottom of its range since 2019.
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.
LKQ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $372M | -3.9% |
| Q2 2026 | $60M | -75% |
| Q1 2026 | -$96M | -$39M |
| Q4 2025 | $274M | +84% |
| Q3 2025 | $387M | +13% |
| Q2 2025 | $243M | +83% |
| Q1 2025 | -$57M | -130% |
| Q4 2024 | $149M | +71% |
LKQ 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.
LKQ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -1.8M shares |
| 1 year | -1.7% | -4.4M shares |
| 3 years | -5.8% | -15.5M shares |
| 5 years | -14% | -42M shares |
| Available history | -19% | -58.1M shares |
LKQ has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $30M |
| Q2 2026 | $52M |
| Q1 2026 | $1M |
| Q4 2025 | $40M |
| Q3 2025 | $40M |
| Q2 2025 | $39M |
| Q1 2025 | $40M |
| Q4 2024 | $80M |
LKQ spent $123M buying back its own shares over the past year, down 38% 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's net debt is less than a year of its operating earnings (EBITDA).
LKQ Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.2x | Net Cash |
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | -0.2x | Net Cash |
| Q3 2025 | -0.2x | Net Cash |
| Q2 2025 | -0.2x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.2x | Net Cash |
LKQ 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).
LKQ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.1 | Neutral |
| Stochastic | 26.9 | Neutral |
LKQ's weekly RSI is 36 (neutral) and its Stochastic is 27 (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.
LKQ PE vs Consumer Cyclical Sector
| Metric | LKQ | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 18x | 11% above |
| PE % | 91 | 47 | 44 pts above |
LKQ 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.
LKQ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $20.7 | 5% below |
| 20 week MA | $23.3 | 15% below |
| 50 week MA | $27.3 | 28% below |
| 100 week MA | $31.7 | 38% below |
| 200 week MA | $40.0 | 51% below |
LKQ is in a downtrend: it's below all five of its weekly moving averages, and 51% 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.
LKQ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $35.9 | $36.3 | +1.1% |
| 2021 | $36.3 | $57.7 | +59% |
| 2022 | $57.7 | $53.6 | -7.1% |
| 2023 | $53.6 | $47.8 | -11% |
| 2024 | $47.8 | $36.9 | -23% |
| 2025 | $36.9 | $30.6 | -17% |
| 2026 YTD | $30.6 | $19.7 | -36% |
LKQ has the edge over BABA on returns for 2026, with the stronger performance.