BABA
Alibaba Group Holding Limited
BABA has the edge over WH overall, supported by stronger valuation and stronger modeled upside.
WH
Wyndham Hotels & Resorts, Inc.
WH offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
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.
WH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Weak |
WH's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is weak.
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.
WH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 15x | $78.93 | — |
| Cheap | 19x | $51.65 | -35% |
| Fair | 24x | $64.08 | -19% |
| Current | 29x | $78.93 | — |
| Expensive | 33x | $90.42 | +15% |
Historical ranges are pointers, not guarantees.
WH has the edge over BABA in the historical PE scenario, which offers more potential upside but is not a forecast.
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.
WH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for WH, with profitability improving.
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 WH on earnings, with stronger typical year-over-year growth.
WH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.11 | +88% |
| Q3 2026 | $2.72 | -37% |
| Q2 2026 | $2.75 | -35% |
| Q1 2026 | $2.52 | -40% |
| Q4 2025 | $2.50 | -31% |
| Q3 2025 | $4.33 | +37% |
| Q2 2025 | $4.26 | +38% |
| Q1 2025 | $4.20 | +48% |
| Q4 2024 | $3.61 | +5.9% |
WH's earnings per share have fallen from their peak: $2.72 over the past year, against $4.33 in late 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 WH 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.
WH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $410M | +7.3% |
| Q2 2026 | $375M | -5.5% |
| Q1 2026 | $327M | +3.5% |
| Q4 2025 | $334M | -0.9% |
| Q3 2025 | $382M | -3.5% |
| Q2 2025 | $397M | +8.2% |
| Q1 2025 | $316M | +3.6% |
| Q4 2024 | $337M | +9.4% |
WH's revenue is recovering but still below its 2019 peak: $410M last quarter, up 7.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 42% | -4.6 points |
| Q2 2026 | 46% | +8.6 points |
| Q1 2026 | 35% | -0.6 points |
| Q4 2025 | -11% | -49 points |
| Q3 2025 | 47% | +3.4 points |
| Q2 2025 | 38% | -1.7 points |
| Q1 2025 | 35% | +19 points |
| Q4 2024 | 38% | +4.5 points |
WH 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.
WH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $82M | +9.3% |
| Q2 2026 | $77M | +33% |
| Q1 2026 | $35M | -33% |
| Q4 2025 | $136M | +25% |
| Q3 2025 | $75M | +5.6% |
| Q2 2025 | $58M | +$64M |
| Q1 2025 | $52M | -22% |
| Q4 2024 | $109M | -4.4% |
WH 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.
WH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -900K shares |
| 1 year | -3.4% | -2.6M shares |
| 3 years | -12% | -10.2M shares |
| 5 years | -21% | -19.8M shares |
| Available history | -22% | -20.7M shares |
WH has the edge over BABA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $89M |
| Q2 2026 | $56M |
| Q1 2026 | $51M |
| Q4 2025 | $43M |
| Q3 2025 | $70M |
| Q2 2025 | $79M |
| Q1 2025 | $74M |
| Q4 2024 | $27M |
WH spent $239M buying back its own shares over the past year, down 4.4% from the year before.
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 WH on leverage, with a lower net debt burden relative to earnings.
WH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.5x | High |
| Q2 2026 | 5.3x | High |
| Q1 2026 | 5.5x | High |
| Q4 2025 | 5.4x | High |
| Q3 2025 | 4.1x | High |
| Q2 2025 | 4.0x | High |
| Q1 2025 | 4.0x | Elevated |
| Q4 2024 | 4.2x | High |
WH's net debt is about 5.5 years of its operating earnings (EBITDA), up from 4.0 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).
WH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.1 | Neutral |
| Stochastic | 72.0 | Neutral |
WH's weekly RSI is 55 (neutral) and its Stochastic is 72 (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 WH on valuation relative to its sector.
WH PE vs Consumer Cyclical Sector
| Metric | WH | Sector median | Relative |
|---|---|---|---|
| PE | 29x | 18x | 61% above |
| PE % | 70 | 47 | 23 pts above |
WH is trading at 29x earnings, a 61% 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.
WH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $74.4 | 6.1% above |
| 20 week MA | $74.4 | 6.1% above |
| 50 week MA | $77.7 | 1.6% above |
| 100 week MA | $82.9 | 4.8% below |
| 200 week MA | $79.5 | 0.7% below |
WH 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.
WH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $63.2 | $56.3 | -11% |
| 2021 | $56.3 | $88.3 | +57% |
| 2022 | $88.3 | $70.2 | -21% |
| 2023 | $70.2 | $80.4 | +15% |
| 2024 | $80.4 | $101.7 | +26% |
| 2025 | $101.7 | $76.7 | -25% |
| 2026 YTD | $76.7 | $78.9 | +3% |
WH has the edge over BABA on returns for 2026, with the stronger performance.