BABA
Alibaba Group Holding Limited
BABA offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
RUSHA
Rush Enterprises, Inc.
RUSHA has the edge over BABA overall, supported by stronger fundamentals and lower modeled downside.
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.
RUSHA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Under pressure | |
| Strong |
RUSHA's profitability and balance sheet are currently healthy, and its revenue is 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 RUSHA in the historical PE scenario, which offers more potential upside but is not a forecast.
RUSHA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 8.7x | $20.11 | -55% |
| Fair | 13x | $30.68 | -32% |
| Forward | 16x | $45.04 | — |
| Expensive | 19x | $45.00 | -0.1% |
| Current | 20x | $45.04 | — |
Historical ranges are pointers, not guarantees.
RUSHA's PE is 20x, but its earnings don't support one, so it isn't a reliable read right now.
BABA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
BABA has the edge over RUSHA on the outlook, with more favorable profitability expectations.
RUSHA Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Stable | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for RUSHA, with profitability 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's earnings per share have fallen from their peak: $4.42 over the past year, against $9.27 in mid-2025. Its recent earnings include one-off gains.
RUSHA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.87 | +24% |
| Q3 2026 | $2.31 | +2.7% |
| Q2 2026 | $2.21 | -5.6% |
| Q1 2024 | $2.64 | -13% |
| Q4 2023 | $2.77 | -8.9% |
| Q3 2023 | $2.90 | +3.6% |
| Q2 2023 | $2.97 | +13% |
| Q1 2023 | $3.04 | +38% |
| Q4 2022 | $3.04 | +64% |
RUSHA has the edge over BABA on earnings, with more consistent year-over-year improvement.
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 RUSHA 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 RUSHA on profitability, with a higher operating margin.
RUSHA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.1B | +12% |
| Q2 2026 | $1.9B | -1.6% |
| Q1 2026 | $1.7B | -9% |
| Q4 2025 | $1.8B | -12% |
| Q3 2025 | $1.9B | -0.8% |
| Q2 2025 | $1.9B | -4.8% |
| Q1 2025 | $1.9B | -1.1% |
| Q4 2024 | $2B | -1% |
RUSHA's revenue grew through 2022 and has held roughly level since: $2.1B last quarter, up 12% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.1% | -0.2 points |
| Q2 2026 | 5.1% | -0.6 points |
| Q1 2026 | 4.9% | -0.1 points |
| Q4 2025 | 5.2% | -0.4 points |
| Q3 2025 | 5.3% | -1 points |
| Q2 2025 | 5.7% | -0.4 points |
| Q1 2025 | 5% | -1 points |
| Q4 2024 | 5.6% | -0.3 points |
RUSHA's operating margin was 5.1% last quarter, about level with 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.
RUSHA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$17.8M | -107% |
| Q2 2026 | $51M | -55% |
| Q1 2026 | -$5.6M | -112% |
| Q4 2025 | $31.9M | -88% |
| Q3 2025 | $271.2M | +$291.2M |
| Q2 2025 | $113.8M | -36% |
| Q1 2025 | $45.1M | +$279.3M |
| Q4 2024 | $263.5M | +5330% |
RUSHA 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.
RUSHA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +133K shares |
| 1 year | -0.4% | -435K shares |
| 3 years | -4.4% | -5.5M shares |
| 5 years | -7.4% | -9.6M shares |
| Available history | -5% | -6.3M shares |
RUSHA has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $9.2M |
| Q4 2025 | $70.5M |
| Q3 2025 | $7.4M |
| Q2 2025 | $87.4M |
| Q1 2025 | $29.6M |
| Q4 2024 | $5.9M |
| Q3 2024 | $267,000 |
| Q2 2024 | $3.9M |
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).
RUSHA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.0x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.0x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.3x | Very low |
| Q4 2024 | 0.3x | Very low |
RUSHA 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).
RUSHA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.2 | Neutral |
| Stochastic | 21.2 | Neutral |
RUSHA's weekly RSI is 44 (neutral) and its Stochastic is 21 (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.
RUSHA PE vs Consumer Cyclical Sector
| Metric | RUSHA | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 18x | 12% above |
| PE % | 87 | 47 | 40 pts above |
RUSHA 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.
RUSHA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $45.3 | 0.5% below |
| 20 week MA | $48.8 | 7.8% below |
| 50 week MA | $46.1 | 2.2% below |
| 100 week MA | $40.9 | 10% above |
| 200 week MA | $35.3 | 28% above |
RUSHA 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.
RUSHA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.8 | $18.3 | +32% |
| 2021 | $18.3 | $23.9 | +31% |
| 2022 | $23.9 | $23.2 | -3% |
| 2023 | $23.2 | $33.5 | +45% |
| 2024 | $33.5 | $36.4 | +8.6% |
| 2025 | $36.4 | $37.1 | +1.8% |
| 2026 YTD | $37.1 | $45.0 | +21% |
RUSHA has the edge over BABA on returns for 2026, with the stronger performance.