BABA
Alibaba Group Holding Limited
BABA's outlook is improving, though it still trails on the overall score.
RDNW
RideNow Group, Inc.
RDNW has a slight edge over BABA overall, supported by stronger fundamentals.
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.
RDNW Fundamentals
| Metric | Status |
|---|---|
| Under pressure | |
| Stable | |
| Under pressure | |
| Weak |
RDNW's profitability is currently stable, but its revenue, cash flow and balance sheet 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.
RDNW PE Valuation
RDNW has no meaningful PE right now: it lost money over the past year. If it returns to profit as analysts expect, today's price would be 50x next year's earnings.
BABA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
BABA has the edge over RDNW on the outlook, with more favorable revenue expectations.
RDNW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect RDNW to return to profit, with 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 RDNW on earnings quality, reporting a profit while its opponent remains loss making.
RDNW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.09 | — |
| Q3 2026 | -$0.47 | +$2.34 |
| Q2 2026 | -$0.22 | +$2.80 |
| Q1 2026 | -$1.23 | +$0.96 |
| Q4 2025 | -$1.38 | +$0.84 |
| Q3 2025 | -$2.81 | +$7.12 |
| Q2 2025 | -$3.02 | +$7.57 |
| Q1 2025 | -$2.19 | +$9.21 |
| Q4 2024 | -$2.22 | +$9.93 |
RDNW is still losing money, but far less than before: $0.47 per share over the past year, against $43.38 at its worst in early 2020.
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 RDNW 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 RDNW on profitability, with a higher operating margin.
RDNW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $244.3M | -13% |
| Q2 2026 | $296.8M | -1% |
| Q1 2026 | $260.4M | +6.4% |
| Q4 2025 | $256.9M | -4.7% |
| Q3 2025 | $281M | -4.7% |
| Q2 2025 | $299.9M | -11% |
| Q1 2025 | $244.7M | -21% |
| Q4 2024 | $269.6M | -13% |
RDNW's revenue fell from its 2022 peak and has held roughly level since: $244M last quarter, down 13% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.7% | -1.6 points |
| Q2 2026 | 6% | +12 points |
| Q1 2026 | 2.9% | +1.4 points |
| Q4 2025 | 2.1% | +17 points |
| Q3 2025 | 3.4% | +1.6 points |
| Q2 2025 | -6.3% | -11 points |
| Q1 2025 | 1.6% | -0.1 points |
| Q4 2024 | -15% | +7.2 points |
RDNW's operating margin was 1.7% last quarter, down 1.6 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.
RDNW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$14.4M | -253% |
| Q2 2026 | -$1.6M | -119% |
| Q1 2026 | -$28.2M | -$20.8M |
| Q4 2025 | -$200K | -101% |
| Q3 2025 | $9.4M | -76% |
| Q2 2025 | $8.5M | -68% |
| Q1 2025 | -$7.4M | -470% |
| Q4 2024 | $30.4M | +$55.9M |
RDNW has burned cash in most quarters: −$44M over the past year, against $41M 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 RDNW 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.
RDNW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -3K shares |
| 1 year | +2.4% | +901K shares |
| 3 years | +134% | +22.3M shares |
| 5 years | +461% | +32M shares |
| Available history | +3394% | +37.8M shares |
RDNW has 39M diluted shares, up 2.4% from a year ago.
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 RDNW on leverage, with a lower net debt burden relative to earnings.
RDNW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.4x | High |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 14.8x | High |
| Q4 2025 | 20.2x | High |
| Q3 2022 | 1.3x | Healthy |
| Q2 2022 | 1.1x | Healthy |
| Q1 2022 | 2.7x | Moderate |
| Q1 2021 | 96.2x | High |
RDNW's net debt is about 4.4 years of its operating earnings (EBITDA), up from 1.3 years 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).
RDNW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.2 | Neutral |
| Stochastic | 13.8 | Oversold |
RDNW's weekly RSI is 44 (neutral) and its Stochastic is 14 (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.
RDNW PE vs Consumer Cyclical Sector
| Metric | RDNW | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
RDNW 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.
RDNW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.23 | 10% below |
| 20 week MA | $6.35 | 26% below |
| 50 week MA | $4.35 | 8% above |
| 100 week MA | $4.49 | 4.7% above |
| 200 week MA | $7.23 | 35% below |
RDNW 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.
RDNW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.7 | $30.2 | +70% |
| 2021 | $30.2 | $39.7 | +31% |
| 2022 | $39.7 | $6.45 | -84% |
| 2023 | $6.45 | $8.14 | +26% |
| 2024 | $8.14 | $5.48 | -33% |
| 2025 | $5.48 | $5.30 | -3.3% |
| 2026 YTD | $5.30 | $4.70 | -11% |
RDNW has the edge over BABA on returns for 2026, with the stronger performance.