BABA
Alibaba Group Holding Limited
BABA has the edge over MHO overall, supported by stronger valuation and stronger modeled upside.
MHO
M/I Homes, Inc.
MHO 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.
MHO Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Under pressure | |
| Strong |
MHO's balance sheet is currently strong, and its revenue and profitability are stable, but its cash flow is 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 has the edge over MHO in the historical PE scenario, which offers more potential upside but is not a forecast.
MHO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 3.7x | $38.94 | -69% |
| Fair | 6.6x | $69.33 | -45% |
| Expensive | 8.6x | $90.94 | -28% |
| Current | 12x | $127 | — |
| Forward | 12x | $127 | — |
Historical ranges are pointers, not guarantees.
MHO's PE is in its expensive range at 12.0x. Analysts expect earnings to fall, which would put today's price at 12.4x next year's earnings.
BABA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
BABA has the edge over MHO on the outlook, with more favorable earnings and revenue expectations.
MHO Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong decline | |
| Stable | |
| Strongly weakening | |
| Limited | |
| Moderate |
Analysts expect MHO's earnings and profitability to decline, with its revenue holding steady.
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 MHO on earnings, with more consistent year-over-year improvement.
MHO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.19 | -3.4% |
| Q3 2026 | $10.55 | -38% |
| Q2 2026 | $11.91 | -35% |
| Q1 2026 | $13.31 | -30% |
| Q4 2025 | $14.74 | -25% |
| Q3 2025 | $17.03 | -8.6% |
| Q2 2025 | $18.21 | -0.8% |
| Q1 2025 | $18.91 | +9% |
| Q4 2024 | $19.71 | +22% |
MHO's earnings per share have fallen from their peak: $10.55 over the past year, against $19.71 in late 2024.
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 MHO 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.
MHO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.1B | -4.9% |
| Q2 2026 | $1.1B | -8.5% |
| Q1 2026 | $920.7M | -5.7% |
| Q4 2025 | $1.1B | -4.8% |
| Q3 2025 | $1.1B | -1% |
| Q2 2025 | $1.2B | +4.8% |
| Q1 2025 | $976.1M | -6.7% |
| Q4 2024 | $1.2B | +24% |
MHO's revenue is shrinking: $1.1B last quarter, down 4.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.7% | -4.2 points |
| Q2 2026 | 9.5% | -3.9 points |
| Q1 2026 | 9.3% | -5.1 points |
| Q4 2025 | 6.5% | -7.1 points |
| Q3 2025 | 12% | -4 points |
| Q2 2025 | 13% | -3.4 points |
| Q1 2025 | 14% | -2.1 points |
| Q4 2024 | 14% | +0.3 points |
MHO 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.
MHO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$17M | -140% |
| Q2 2026 | $31.4M | -11% |
| Q1 2026 | $135.6M | +113% |
| Q4 2025 | -$13M | -113% |
| Q3 2025 | $42M | +$110.5M |
| Q2 2025 | $35.1M | +60% |
| Q1 2025 | $63.5M | -45% |
| Q4 2024 | $102.3M | +90% |
MHO 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.
MHO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.9% | -244K shares |
| 1 year | -4.6% | -1.2M shares |
| 3 years | -10% | -2.9M shares |
| 5 years | -14% | -4.1M shares |
| Available history | -11% | -3.1M shares |
MHO has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $50.1M |
| Q2 2026 | $50.1M |
| Q1 2026 | $50.1M |
| Q4 2025 | $51.7M |
| Q3 2025 | $50.2M |
| Q2 2025 | $50.1M |
| Q1 2025 | $50.1M |
| Q4 2024 | $51.1M |
MHO spent $202M buying back its own shares over the past year, about the same as 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).
MHO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.7x | Net Cash |
| Q2 2026 | -1.8x | Net Cash |
| Q1 2026 | -1.6x | Net Cash |
| Q4 2025 | -1.3x | Net Cash |
| Q3 2025 | -1.2x | Net Cash |
| Q2 2025 | -1.2x | Net Cash |
| Q1 2025 | -1.1x | Net Cash |
| Q4 2024 | -1.1x | Net Cash |
MHO 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).
MHO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.3 | Neutral |
| Stochastic | 35.3 | Neutral |
MHO's weekly RSI is 40 (neutral) and its Stochastic is 35 (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.
MHO PE vs Consumer Cyclical Sector
| Metric | MHO | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 18x | 33% below |
| PE % | 98 | 47 | 51 pts above |
MHO 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.
MHO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $129.5 | 2.2% below |
| 20 week MA | $141.0 | 10% below |
| 50 week MA | $136.8 | 7.4% below |
| 100 week MA | $130.7 | 3.1% below |
| 200 week MA | $121.0 | 4.7% above |
MHO 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.
MHO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $39.8 | $47.8 | +20% |
| 2021 | $47.8 | $60.8 | +27% |
| 2022 | $60.8 | $46.9 | -23% |
| 2023 | $46.9 | $137.7 | +194% |
| 2024 | $137.7 | $134.0 | -2.7% |
| 2025 | $134.0 | $129.0 | -3.7% |
| 2026 YTD | $129.0 | $126.7 | -1.8% |
MHO has the edge over BABA on returns for 2026, with the stronger performance.