BABA
Alibaba Group Holding Limited
BABA's fundamentals are weak: its operating margin fell 10 points to 4.2% and free cash flow turned negative, though revenue grew 4.3%. Its PE isn't a useful guide right now because of how its recent earnings were reported.
MOGU
MOGU Inc.
There isn't enough reported data to score MOGU yet.
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.
MOGU Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Under pressure | |
| Unavailable | |
| Unavailable |
MOGU's profitability is currently under pressure. There isn't enough data to rate its revenue, cash flow and balance sheet.
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.
MOGU PE Valuation
MOGU 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 |
Analysts expect earnings and revenue growth for BABA, with profitability improving. However, they disagree widely on these estimates.
MOGU Forward outlook
There aren't enough analyst estimates for MOGU to show an outlook.
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 MOGU in the latest year-over-year earnings comparison.
MOGU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q1 2026 | $0.00 | $0.00 |
| Q1 2025 | -$0.00 | $0.00 |
| Q1 2024 | -$0.00 | +$0.01 |
| Q1 2023 | -$0.01 | +$0.03 |
| Q1 2022 | -$0.04 | +$0.18 |
| Q1 2021 | -$0.22 | +$1.26 |
| Q1 2020 | -$1.48 | +$0.09 |
MOGU is still losing money, but far less than before: $0.00 per share over the past year, against $1.57 at its worst in early 2019.
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 MOGU in the latest year-over-year revenue comparison.
| 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 MOGU on profitability, with a higher operating margin.
MOGU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q1 2026 | $18.8M | -11% |
| Q1 2025 | $21.2M | -12% |
| Q1 2024 | $24.1M | -31% |
| Q1 2023 | $34.8M | -31% |
| Q1 2022 | $50.6M | -30% |
| Q1 2021 | $72.4M | -42% |
| Q1 2020 | $125.4M | -22% |
MOGU's revenue has slid since its 2019 peak: $19M last quarter, down 63% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q1 2026 | -58% | +141 points |
| Q1 2025 | -72% | +17 points |
| Q1 2024 | -49% | +199 points |
| Q1 2023 | -81% | -27 points |
| Q1 2022 | -199% | N/A |
| Q1 2021 | -89% | N/A |
| Q1 2020 | -248% | N/A |
| Q1 2019 | -53% | N/A |
MOGU's operating margin was −58% last quarter, up 141 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.
MOGU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q1 2026 | -$7.7M | +$4M |
| Q1 2025 | -$11.7M | +$8.5M |
| Q1 2024 | -$20.2M | -$15.8M |
| Q1 2023 | -$4.4M | +$21.1M |
| Q1 2022 | -$25.4M | +$9.2M |
| Q1 2021 | -$34.6M | +$13.8M |
| Q1 2020 | -$48.4M | +$1.8M |
MOGU has burned cash in almost every quarter: −$44M over the past year, against −$159M the year before.
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 the edge over MOGU on shareholder dilution, with a more favorable share count trend.
| 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.
MOGU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +8.8M shares |
| 1 year | +4.7% | +117M shares |
MOGU has 2.6B diluted shares, up 4.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2026 | — |
| Q1 2025 | $123,359 |
| Q1 2024 | — |
| Q1 2023 | $200,045 |
| Q1 2022 | $1.5M |
| Q1 2021 | $18M |
| Q1 2020 | $985,368 |
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).
MOGU Net Leverage
MOGU's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
MOGU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.1 | Neutral |
| Stochastic | 29.0 | Neutral |
MOGU's weekly RSI is 48 (neutral) and its Stochastic is 29 (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.
MOGU PE vs Consumer Cyclical Sector
MOGU 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.
MOGU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1.88 | 1.1% above |
| 20 week MA | $1.92 | 1% below |
| 50 week MA | $2.13 | 11% below |
| 100 week MA | $2.31 | 18% below |
| 200 week MA | $2.27 | 16% below |
MOGU 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.
MOGU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.9 | $29.6 | +14% |
| 2021 | $29.6 | $5.22 | -82% |
| 2022 | $5.22 | $2.30 | -56% |
| 2023 | $2.30 | $1.91 | -17% |
| 2024 | $1.91 | $2.10 | +9.9% |
| 2025 | $2.10 | $2.50 | +19% |
| 2026 YTD | $2.50 | $1.90 | -24% |
MOGU has the edge over BABA on returns for 2026, with the stronger performance.