BABA
Alibaba Group Holding Limited
BABA has a slight edge over MNRO overall, supported by lower modeled downside.
MNRO
Monro, Inc.
MNRO 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.
MNRO Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Under pressure | |
| Healthy |
MNRO's balance sheet is currently healthy, 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's PE is 21x, but its earnings don't support one, so it isn't a reliable read right now.
MNRO PE Valuation
MNRO 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 MNRO on the outlook, with more favorable earnings and revenue expectations.
MNRO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Turning to a loss | |
| Stable | |
| Weakening | |
| Limited | |
| High |
Analysts expect MNRO'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 MNRO on earnings, with more consistent year-over-year improvement.
MNRO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.00 | +$0.69 |
| Q2 2026 | $0.23 | +$0.92 |
| Q1 2026 | $0.03 | +$0.25 |
| Q4 2025 | -$0.49 | -177% |
| Q3 2025 | -$0.69 | -179% |
| Q2 2025 | -$0.69 | -163% |
| Q1 2025 | -$0.22 | -119% |
| Q4 2024 | $0.64 | -41% |
MNRO is still losing money, but far less than before: $0.00 per share over the past year, against $0.69 at its worst in mid-2025.
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 MNRO 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 MNRO on profitability, with a higher operating margin.
MNRO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $283.6M | -1.8% |
| Q2 2026 | $287.1M | -4.6% |
| Q1 2026 | $273.8M | -7.2% |
| Q4 2025 | $293.4M | -4% |
| Q3 2025 | $288.9M | -4.1% |
| Q2 2025 | $301M | +2.7% |
| Q1 2025 | $295M | -4.9% |
| Q4 2024 | $305.8M | -3.7% |
MNRO's revenue has slid since its 2022 peak: $284M last quarter, down 1.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 0.9% | -3.5 points |
| Q2 2026 | 1.3% | +3.3 points |
| Q1 2026 | -1.9% | +6.2 points |
| Q4 2025 | 6.3% | +3.1 points |
| Q3 2025 | 4.4% | 0 points |
| Q2 2025 | -2% | -6.5 points |
| Q1 2025 | -8.1% | -11 points |
| Q4 2024 | 3.3% | -3.5 points |
MNRO's operating margin was 0.9% last quarter, down 3.5 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.
MNRO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $28.8M | +8.2% |
| Q2 2026 | -$37.9M | -$28.6M |
| Q1 2026 | $12.4M | -47% |
| Q4 2025 | $9.1M | +15% |
| Q3 2025 | $26.6M | -54% |
| Q2 2025 | -$9.3M | -156% |
| Q1 2025 | $23.2M | +$35.1M |
| Q4 2024 | $7.9M | -73% |
MNRO 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.
MNRO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.8% | +1.1M shares |
| 1 year | -0.2% | -68K shares |
| 3 years | -3% | -977K shares |
| 5 years | -8% | -2.7M shares |
| Available history | -7.9% | -2.7M shares |
MNRO has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2024 | — |
| Q1 2023 | — |
| Q4 2022 | $25.7M |
| Q3 2022 | $54M |
| Q2 2022 | $17.2M |
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 MNRO on leverage, with a lower net debt burden relative to earnings.
MNRO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.5x | Healthy |
| Q2 2026 | 1.5x | Healthy |
| Q1 2026 | 1.0x | Healthy |
| Q4 2025 | 1.2x | Healthy |
| Q3 2025 | 1.5x | Healthy |
| Q2 2025 | 1.7x | Healthy |
| Q1 2025 | 1.0x | Very low |
| Q4 2024 | 0.8x | Very low |
MNRO's net debt is about 1.5 years of its operating earnings (EBITDA), about the same as 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).
MNRO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 34.0 | Neutral |
| Stochastic | 5.4 | Oversold |
MNRO's weekly RSI is 34 (neutral) and its Stochastic is 5 (oversold).
BABA PE vs Consumer Cyclical Sector
| Metric | BABA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 18x | 19% above |
| PE % | 60 | 47 | 13 pts above |
BABA has the edge over MNRO on valuation relative to its sector.
MNRO PE vs Consumer Cyclical Sector
| Metric | MNRO | Sector median | Relative |
|---|---|---|---|
| PE | 58x | 18x | 219% above |
| PE % | 85 | 47 | 38 pts above |
MNRO 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.
MNRO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.7 | 18% below |
| 20 week MA | $13.5 | 23% below |
| 50 week MA | $16.4 | 37% below |
| 100 week MA | $16.8 | 38% below |
| 200 week MA | $25.1 | 59% below |
MNRO is in a downtrend: it's below all five of its weekly moving averages, and 59% 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 MNRO on returns for 2026, with the stronger performance.
MNRO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $78.9 | $53.1 | -33% |
| 2021 | $53.1 | $59.2 | +11% |
| 2022 | $59.2 | $45.2 | -24% |
| 2023 | $45.2 | $29.3 | -35% |
| 2024 | $29.3 | $24.8 | -16% |
| 2025 | $24.8 | $20.8 | -16% |
| 2026 YTD | $20.8 | $10.4 | -50% |
MNRO has finished four years in a row lower, and it's down 50% so far in 2026.