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.
VRA
Vera Bradley, Inc.
There isn't enough reported data to score VRA 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.
VRA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
VRA's cash flow and balance sheet are currently healthy, and its revenue and profitability are 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's PE is 21x, but its earnings don't support one, so it isn't a reliable read right now.
VRA PE Valuation
VRA 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.
VRA Forward outlook
There aren't enough analyst estimates for VRA 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 VRA on earnings quality, reporting a profit while its opponent remains loss making.
VRA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.37 | +$3.08 |
| Q2 2026 | -$0.69 | +$2.40 |
| Q1 2026 | -$1.72 | +$0.43 |
| Q4 2025 | -$3.43 | -$2.84 |
| Q3 2025 | -$3.45 | -11600% |
| Q2 2025 | -$3.09 | -2307% |
| Q1 2025 | -$2.15 | -960% |
| Q4 2024 | -$0.59 | +$0.01 |
VRA is still losing money, but far less than before: $0.37 per share over the past year, against $3.45 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 VRA 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 VRA on profitability, with a higher operating margin.
VRA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $71.6M | +1.1% |
| Q2 2026 | $55.7M | +7.8% |
| Q1 2026 | $84.9M | -15% |
| Q4 2025 | $62.3M | -23% |
| Q3 2025 | $70.9M | -36% |
| Q2 2025 | $51.7M | -36% |
| Q1 2025 | $100M | -25% |
| Q4 2024 | $80.6M | -30% |
VRA's revenue has slid since its 2020 peak: $72M last quarter, up 1.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.8% | +12 points |
| Q2 2026 | -8.3% | +26 points |
| Q1 2026 | 3.2% | +27 points |
| Q4 2025 | -20% | -6.6 points |
| Q3 2025 | -6.5% | -9.1 points |
| Q2 2025 | -35% | -20 points |
| Q1 2025 | -23% | -21 points |
| Q4 2024 | -13% | -19 points |
VRA's operating margin was 5.8% last quarter, up 12 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.
VRA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $22.3M | +$28.4M |
| Q2 2026 | -$5.6M | +$14.2M |
| Q1 2026 | $17.1M | -1.3% |
| Q4 2025 | -$4.5M | +$20.6M |
| Q3 2025 | -$6.1M | -$4.8M |
| Q2 2025 | -$19.8M | -$4.4M |
| Q1 2025 | $17.3M | -33% |
| Q4 2024 | -$25M | -686% |
VRA 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 the edge over VRA 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.
VRA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +6.7% | +1.9M shares |
| 1 year | +7.4% | +2.1M shares |
| 3 years | -3.6% | -1.1M shares |
| 5 years | -13% | -4.5M shares |
| Available history | -12% | -4.1M shares |
VRA has 30M diluted shares, up 7.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | $585,000 |
| Q4 2024 | $5.3M |
| Q3 2024 | $9.5M |
| Q2 2024 | $6.3M |
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).
VRA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2024 | -14.1x | Net Cash |
| Q2 2024 | -4.2x | Net Cash |
| Q1 2024 | -4.2x | Net Cash |
| Q2 2022 | -2.1x | Net Cash |
| Q1 2022 | -2.4x | Net Cash |
| Q4 2021 | -2.0x | Net Cash |
| Q3 2021 | -1.8x | Net Cash |
| Q2 2021 | -1.1x | Net Cash |
VRA has more cash than debt.
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).
VRA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 82.4 | Overbought |
| Stochastic | 89.3 | Overbought |
VRA's weekly RSI is 82 (overbought) and its Stochastic is 89 (overbought).
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.
VRA PE vs Consumer Cyclical Sector
| Metric | VRA | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
VRA 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.
VRA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $5.91 | 28% above |
| 20 week MA | $4.50 | 68% above |
| 50 week MA | $3.67 | 106% above |
| 100 week MA | $3.08 | 145% above |
| 200 week MA | $4.72 | 60% above |
VRA 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.
VRA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $11.6 | $8.10 | -30% |
| 2021 | $8.10 | $8.54 | +5.4% |
| 2022 | $8.54 | $4.13 | -52% |
| 2023 | $4.13 | $7.70 | +86% |
| 2024 | $7.70 | $3.60 | -53% |
| 2025 | $3.60 | $2.28 | -37% |
| 2026 YTD | $2.28 | $7.56 | +232% |
VRA has the edge over BABA on returns for 2026, with the stronger performance.