BABA
Alibaba Group Holding Limited
BABA offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
SBUX
Starbucks Corporation
SBUX has the edge over BABA overall, supported by stronger fundamentals and stronger modeled upside.
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.
SBUX Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
SBUX's profitability, cash flow and balance sheet are currently healthy, and its revenue is stable.
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 SBUX in the historical PE scenario, which offers more potential upside but is not a forecast.
SBUX PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 25x | $54.72 | -49% |
| Fair | 32x | $71.35 | -33% |
| Forward | 33x | $107 | — |
| Current | 49x | $107 | — |
| Expensive | 78x | $172 | +60% |
Historical ranges are pointers, not guarantees.
SBUX's PE is in its expensive range at 49x. If earnings grow as analysts expect, today's price would be 33x next year's earnings, in its fair range.
BABA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Low |
BABA has the edge over SBUX on the outlook, with more favorable revenue expectations.
SBUX Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Strongly improving | |
| Moderate | |
| Low |
Analysts expect SBUX's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
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 SBUX on earnings, with more consistent year-over-year improvement.
SBUX Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.23 | +46% |
| Q3 2026 | $2.21 | +36% |
| Q2 2026 | $1.73 | -25% |
| Q1 2026 | $1.31 | -53% |
| Q4 2025 | $1.20 | -61% |
| Q3 2025 | $1.63 | -51% |
| Q2 2025 | $2.32 | -35% |
| Q1 2025 | $2.76 | -24% |
| Q4 2024 | $3.10 | -17% |
SBUX's earnings per share have fallen from their peak: $2.21 over the past year, against $3.74 in late 2023.
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 SBUX 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.
SBUX Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $9.1B | -4.5% |
| Q2 2026 | $9.3B | -1.4% |
| Q1 2026 | $9.5B | +8.8% |
| Q4 2025 | $9.9B | +5.5% |
| Q3 2025 | $9.6B | +5.5% |
| Q2 2025 | $9.5B | +3.8% |
| Q1 2025 | $8.8B | +2.3% |
| Q4 2024 | $9.4B | -0.3% |
SBUX's revenue grew through 2023 and has held roughly level since: $9.1B last quarter, down 4.5% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +7.9 points |
| Q2 2026 | 11% | +0.6 points |
| Q1 2026 | 8.7% | +1.8 points |
| Q4 2025 | 9% | -3 points |
| Q3 2025 | 2.9% | -12 points |
| Q2 2025 | 9.9% | -6.8 points |
| Q1 2025 | 6.9% | -6 points |
| Q4 2024 | 12% | -3.8 points |
SBUX 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.
SBUX Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1B | +8.9% |
| Q2 2026 | $1.4B | +211% |
| Q1 2026 | $91.8M | +$389M |
| Q4 2025 | $1.3B | -7.6% |
| Q3 2025 | $925.8M | +26% |
| Q2 2025 | $434.3M | -54% |
| Q1 2025 | -$297.2M | -$144.1M |
| Q4 2024 | $1.4B | -23% |
SBUX 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.
SBUX Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -400K shares |
| 1 year | +0.3% | +3.6M shares |
| 3 years | -0.7% | -7.9M shares |
| 5 years | -3.6% | -42.1M shares |
| Available history | -4% | -47.6M shares |
SBUX has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | $1.3B |
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 SBUX on leverage, with a lower net debt burden relative to earnings.
SBUX Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.8x | Healthy |
| Q2 2026 | 2.1x | Moderate |
| Q1 2026 | 2.9x | Moderate |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 2.3x | Moderate |
| Q1 2025 | 2.1x | Moderate |
| Q4 2024 | 1.8x | Healthy |
SBUX's net debt is about 1.8 years of its operating earnings (EBITDA), down from 2.8 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).
SBUX Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.1 | Neutral |
| Stochastic | 75.9 | Neutral |
SBUX's weekly RSI is 59 (neutral) and its Stochastic is 76 (neutral).
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 SBUX on valuation relative to its sector.
SBUX PE vs Consumer Cyclical Sector
| Metric | SBUX | Sector median | Relative |
|---|---|---|---|
| PE | 49x | 18x | 169% above |
| PE % | 70 | 47 | 23 pts above |
SBUX is trading at 49x earnings, a 169% premium to the Consumer Cyclical sector's median of 18x.
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.
SBUX Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $99.4 | 7.9% above |
| 20 week MA | $102.3 | 4.8% above |
| 50 week MA | $98.4 | 9% above |
| 100 week MA | $94.8 | 13% above |
| 200 week MA | $94.9 | 13% above |
SBUX 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.
SBUX Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $88.1 | $102.0 | +16% |
| 2021 | $102.0 | $112.4 | +10% |
| 2022 | $112.4 | $98.3 | -13% |
| 2023 | $98.3 | $96.0 | -2.3% |
| 2024 | $96.0 | $92.3 | -3.9% |
| 2025 | $92.3 | $85.1 | -7.8% |
| 2026 YTD | $85.1 | $107.3 | +26% |
SBUX has the edge over BABA on returns for 2026, with the stronger performance.