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NYSE · Industrials

Alibaba Group Holding Ltd (BABA)

As-reported financials and SEC filings for Alibaba Group Holding Ltd. The latest annual period is FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Alibaba Group Holding Ltd

Alibaba Group Holding Ltd operates as a technology company focusing on e-commerce, cloud computing, and digital commerce. Its main business segments include Alibaba China E-Commerce Group, which integrates platforms like Taobao and Tmall to offer a wide range of products and services to consumers in China, and Alibaba International Digital Commerce Group, which operates retail and wholesale platforms such as AliExpress, Trendyol, and Lazada to connect global buyers and sellers. The company also provides AI and cloud infrastructure services to help businesses optimize operations and drive innovation.

Snapshot

Revenue
$148.40B
Revenue growth (YoY)
8.1%
Net income
$15.02B
Diluted EPS
$0.80
Gross margin
39.8%
Operating margin
4.9%
Net margin
10.1%
FCF margin
ROE
9.3%
net income / fiscal-year-end equity
P/E
25.8×
trailing when available, otherwise FY EPS
Market cap
$280.50B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended March 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Alibaba Group Holding

  • Revenue grew 8.1% to $148.4B in FY2026, faster than the 5.3% the year before.
  • Operating margin is 4.9% in FY2026, -3.3 pp against 8.2% in FY2022.
  • Net income fell 16.2% to $15.0B in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Alibaba Group Holding’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin39.8%
74th percentile of 466
Operating margin4.9%
49th percentile of 605
Net margin10.1%
75th percentile of 645
Revenue growth (YoY)+8.1%
61st percentile of 668
ROE9.3%
57th percentile of 600
P/E25.8×
53rd percentile of 434
Short interest4.61d
69th percentile of 676

3 reported insider purchases (code P) totaling $25.7M in the last 90 days, against 6 sales totaling $70.8M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 6 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
6
+5 quant / multi-strat
Initiated / added
6
1 new, 5 added
Reduced / exited
5
4 trimmed, 1 exited
Combined position
$1.51B
reported long value
InvestorAs ofPosition valueSharesChange
Dodge & CoxQ2 2026$955.8M10.0MAdded
AppaloosaQ2 2026$192.0M2.0MReduced
Citadel AdvisorsquantQ2 2026$191.2M2.0MAdded
Millennium ManagementquantQ2 2026$138.3M1.4MAdded
Two Sigma InvestmentsquantQ2 2026$13.2M137.3KNew
ARK Investment ManagementQ2 2026$11.5M119.6KReduced
Chou Associates ManagementQ2 2026$4.0M41.9KHeld
Harris Associates (Oakmark)Q2 2026$1.5M15.4KAdded
AQR Capital ManagementquantQ2 2026$1.4M14.3KAdded
Sands Capital ManagementQ2 2026$667,0617.0KReduced
D. E. ShawquantQ2 2026$429,3194.5KReduced

No longer held by: Gotham Asset Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4. Multiple insiders have bought recently (a cluster buy).

Buys (90d)
3
2 insiders
Bought (90d)
$25.7M
code P value
Sells (90d)
6
$70.8M
Reported activity
Cluster buy
≥2 insiders buying
Trade dateInsiderTypeSharesPriceValue
2026-08-25
Tsai Joseph CDirectorBuy720.0K$14.47$10.4M
2026-08-24
Tsai Joseph CDirectorBuy720.0K$14.29$10.3M
2026-08-24
Wu YongmingChief Executive OfficerBuy350.0K$14.24$5.0M
2026-06-29
filed 2026-07-01
EVANS J. MICHAELPresidentSell693.0K$94.92$65.8M
2026-06-29
filed 2026-07-01
EVANS J. MICHAELPresidentSell27.0K$95.59$2.6M
2026-06-25
filed 2026-06-29
Xu HongChief Financial OfficerSell175.1K$12.15$2.1M
2026-06-25
filed 2026-06-29
Jiang Fan (FJ)CEO of Business GroupSell13.6K$12.10$164K
2026-06-25
filed 2026-06-29
Yu SiyingGeneral CounselSell6.8K$12.10$82K
2026-06-25
filed 2026-06-29
Jiang FangChief People OfficerSell4.9K$12.09$59K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
42.0M
settled 2026-08-14
Change vs prior
+0.3%
vs previous settlement
Days to cover
4.61
at avg daily volume
Avg daily volume
9.1M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1442.0M+0.3%4.61
2026-07-3141.8M-0.7%4.28
2026-07-1542.1M-0.5%2.81
2026-06-3042.4M+6.3%2.76
2026-06-1539.9M+2.5%3.64
2026-05-2938.9M-2.0%3.85
2026-05-1539.7M+1.6%2.68
2026-04-3039.1M+5.5%4.11

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$148.40B$137.30B$130.35B$126.49B$134.57B
Gross profit$59.08B$54.85B$49.15B$46.45B$49.47B
Operating income$7.27B$19.42B$15.70B$14.61B$10.98B
Net income$15.02B$17.93B$11.08B$10.60B$9.82B
Diluted EPS$0.80$0.92$0.54$0.50$0.45

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025FY2024FY2023FY2022
Cash and equivalents$19.07B$20.05B$34.37B$28.11B$29.96B
Current assets$88.54B$92.89B$104.27B$101.63B$100.73B
Total assets$276.83B$248.63B$244.43B$255.26B$267.47B
Current liabilities$69.06B$59.99B$58.38B$56.11B$60.54B
Long-term debt
Total liabilities$113.56B$98.41B$90.33B$91.75B$96.75B
Total equity$162.14B$148.61B$152.61B$162.07B$169.19B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$11.05B$22.53B$25.29B$29.09B$22.52B
Capital expenditure
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryServices-Business Services, NEC
Latest annual periodFY2026 (ended March 31, 2026)
Oldest indexed filing2014
SEC CIK1577552

Selected SEC filings

20-F2026-05-20
View on EDGAR →
20-F2025-06-26
View on EDGAR →
6-K2026-08-26
View on EDGAR →
6-K2026-08-26
View on EDGAR →
6-K2026-08-24
View on EDGAR →
6-K2026-08-24
View on EDGAR →

Largest Industrials peers

All Industrials companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.