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AHLA.DE$108.20+1.31%
Fair $108.20+0.0%

AHLA.DE

Alibaba Group Holding Limited

Consumer Cyclical / Internet RetailXETRA

$108.20

+1.40 (+1.31%)

Fairly Valued+0.0%Fair Value $108.20Fund rank 33/100 · Data gapFallback financials|
SA 41/C
F-Score: 2/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $77.5B · quality 59.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

41/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · AHLA.DELocal privado en este navegador · Alibaba Group Holding Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$259.6B

P/E

19.5x

↑

EV/EBITDA

11.6x

↑

ROE

9.8%

↑

Gross Margin

39.8%

↑

Debt/Equity

0.27

↓
52-Week Range$108
$89$164

TradingView lightweight chart

AHLA.DE price, volumen y niveles de valoración

Último $108.20Periodo +55.1%
Fair value: $108.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+5.6%

FCF CAGR

—

FCF margin

-5.0%

FCF / Net income

-0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.02T · net income $103.59B · FCF $-50.72B

2023-FY → 2026-FY

Gross margin

39.8%+3.1% pts

Operating margin

5.8%-6.0% pts

Net margin

10.1%+1.7% pts

FCF margin

-5.0%-24.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$1023.67B$1023.67B$996.35B$941.17B$868.69B
Net Income$103.59B$103.59B$130.11B$80.01B$72.78B
EBITDA$186.30B$186.30B$207.51B$164.01B$153.11B
EPS——53.6031.2827.44
Gross Margin39.8%39.8%40.0%37.7%36.7%
Operating Margin5.8%5.8%14.8%13.2%11.9%
Net Margin10.1%10.1%13.1%8.5%8.4%
Balance Sheet
Debt/Equity0.270.270.250.210.20
Current Ratio1.281.28———
Cash Flow
Free Cash Flow$-50.72B$-50.72B$77.54B$149.66B$165.40B
Returns
ROE9.8%9.8%12.9%8.1%7.4%
Valuation
P/E19.4619.461.962.113.37
EV/EBITDA11.6011.601.710.771.61
P/B1.901.900.250.170.25
Growth & Yield
Revenue Growth2.7%2.7%5.9%8.3%—
EPS Growth——71.4%14.0%—
Dividend Yield0.8%0.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +7.8%

Total return

+7.8%

Start / end P/E

n/dx → n/dx

EPS bridge

53.60 → n/d

Residual

+6.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+6.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.