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Alibaba Group (BABA) Competitors

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$108.73 -0.67 (-0.61%)
As of 11:40 AM Eastern
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BABA vs. PDD, MELI, SE, EBAY, and JD

Should you buy Alibaba Group stock or one of its competitors? Alibaba Group's main competitors and comparable companies include PDD (PDD), MercadoLibre (MELI), SEA (SE), eBay (EBAY), and JD.com (JD). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "broadline retail" industry.

How does Alibaba Group compare to PDD?

PDD (NASDAQ:PDD) and Alibaba Group (NYSE:BABA) are both large-cap consumer discretionary companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, valuation, risk, earnings, media sentiment, dividends, profitability and analyst recommendations.

PDD has a beta of -0.01, meaning that its share price is 101% less volatile than the broader market. Comparatively, Alibaba Group has a beta of 0.51, meaning that its share price is 49% less volatile than the broader market.

PDD has a net margin of 20.73% compared to Alibaba Group's net margin of 7.00%. PDD's return on equity of 22.29% beat Alibaba Group's return on equity.

Company Net Margins Return on Equity Return on Assets
PDD20.73% 22.29% 14.68%
Alibaba Group 7.00%4.79%2.80%

PDD currently has a consensus price target of $113.31, indicating a potential upside of 45.18%. Alibaba Group has a consensus price target of $187.45, indicating a potential upside of 72.06%. Given Alibaba Group's stronger consensus rating and higher probable upside, analysts plainly believe Alibaba Group is more favorable than PDD.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PDD
1 Sell rating(s)
10 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.25
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
2 Strong Buy rating(s)
2.86

Alibaba Group has higher revenue and earnings than PDD. PDD is trading at a lower price-to-earnings ratio than Alibaba Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PDD$61.75B1.80$13.99B$9.088.60
Alibaba Group$148.40B1.82$15.02B$4.1326.38

39.8% of PDD shares are held by institutional investors. Comparatively, 13.5% of Alibaba Group shares are held by institutional investors. 3.7% of PDD shares are held by insiders. Comparatively, 12.5% of Alibaba Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

In the previous week, Alibaba Group had 52 more articles in the media than PDD. MarketBeat recorded 61 mentions for Alibaba Group and 9 mentions for PDD. PDD's average media sentiment score of 0.63 beat Alibaba Group's score of 0.22 indicating that PDD is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
PDD
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Alibaba Group
10 Very Positive mention(s)
14 Positive mention(s)
31 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Neutral

Summary

Alibaba Group beats PDD on 11 of the 17 factors compared between the two stocks.

How does Alibaba Group compare to MercadoLibre?

Alibaba Group (NYSE:BABA) and MercadoLibre (NASDAQ:MELI) are both large-cap consumer discretionary companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, valuation, analyst recommendations, media sentiment, earnings, risk and institutional ownership.

Alibaba Group presently has a consensus target price of $187.45, suggesting a potential upside of 72.06%. MercadoLibre has a consensus target price of $2,272.00, suggesting a potential upside of 17.89%. Given Alibaba Group's stronger consensus rating and higher probable upside, equities analysts clearly believe Alibaba Group is more favorable than MercadoLibre.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
2 Strong Buy rating(s)
2.86
MercadoLibre
0 Sell rating(s)
6 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.65

Alibaba Group has a beta of 0.51, indicating that its share price is 49% less volatile than the broader market. Comparatively, MercadoLibre has a beta of 1.31, indicating that its share price is 31% more volatile than the broader market.

Alibaba Group has higher revenue and earnings than MercadoLibre. Alibaba Group is trading at a lower price-to-earnings ratio than MercadoLibre, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Alibaba Group$148.40B1.82$15.02B$4.1326.38
MercadoLibre$28.89B3.38$2.00B$36.7752.41

13.5% of Alibaba Group shares are held by institutional investors. Comparatively, 87.6% of MercadoLibre shares are held by institutional investors. 12.5% of Alibaba Group shares are held by company insiders. Comparatively, 0.3% of MercadoLibre shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

In the previous week, Alibaba Group had 31 more articles in the media than MercadoLibre. MarketBeat recorded 61 mentions for Alibaba Group and 30 mentions for MercadoLibre. MercadoLibre's average media sentiment score of 1.21 beat Alibaba Group's score of 0.22 indicating that MercadoLibre is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Alibaba Group
10 Very Positive mention(s)
14 Positive mention(s)
31 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Neutral
MercadoLibre
23 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Alibaba Group has a net margin of 7.00% compared to MercadoLibre's net margin of 5.30%. MercadoLibre's return on equity of 26.54% beat Alibaba Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Alibaba Group7.00% 4.79% 2.80%
MercadoLibre 5.30%26.54%4.19%

Summary

Alibaba Group beats MercadoLibre on 9 of the 17 factors compared between the two stocks.

How does Alibaba Group compare to SEA?

Alibaba Group (NYSE:BABA) and SEA (NYSE:SE) are both large-cap consumer discretionary companies, but which is the superior investment? We will compare the two companies based on the strength of their valuation, profitability, dividends, analyst recommendations, earnings, institutional ownership, media sentiment and risk.

In the previous week, Alibaba Group had 41 more articles in the media than SEA. MarketBeat recorded 61 mentions for Alibaba Group and 20 mentions for SEA. SEA's average media sentiment score of 0.48 beat Alibaba Group's score of 0.22 indicating that SEA is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Alibaba Group
10 Very Positive mention(s)
14 Positive mention(s)
31 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Neutral
SEA
12 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Alibaba Group presently has a consensus target price of $187.45, suggesting a potential upside of 72.06%. SEA has a consensus target price of $149.40, suggesting a potential upside of 37.91%. Given Alibaba Group's stronger consensus rating and higher probable upside, equities analysts plainly believe Alibaba Group is more favorable than SEA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
2 Strong Buy rating(s)
2.86
SEA
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.79

Alibaba Group has a net margin of 7.00% compared to SEA's net margin of 5.98%. SEA's return on equity of 13.54% beat Alibaba Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Alibaba Group7.00% 4.79% 2.80%
SEA 5.98%13.54%5.59%

Alibaba Group has a beta of 0.51, meaning that its share price is 49% less volatile than the broader market. Comparatively, SEA has a beta of 1.51, meaning that its share price is 51% more volatile than the broader market.

13.5% of Alibaba Group shares are owned by institutional investors. Comparatively, 59.5% of SEA shares are owned by institutional investors. 12.5% of Alibaba Group shares are owned by insiders. Comparatively, 0.2% of SEA shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Alibaba Group has higher revenue and earnings than SEA. Alibaba Group is trading at a lower price-to-earnings ratio than SEA, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Alibaba Group$148.40B1.82$15.02B$4.1326.38
SEA$22.94B2.89$1.58B$2.5941.83

Summary

Alibaba Group beats SEA on 10 of the 17 factors compared between the two stocks.

How does Alibaba Group compare to eBay?

Alibaba Group (NYSE:BABA) and eBay (NASDAQ:EBAY) are both large-cap consumer discretionary companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, risk, profitability, dividends, valuation, institutional ownership and earnings.

Alibaba Group has a beta of 0.51, suggesting that its share price is 49% less volatile than the broader market. Comparatively, eBay has a beta of 1.34, suggesting that its share price is 34% more volatile than the broader market.

Alibaba Group presently has a consensus target price of $187.45, suggesting a potential upside of 72.06%. eBay has a consensus target price of $117.24, suggesting a potential upside of 11.11%. Given Alibaba Group's stronger consensus rating and higher possible upside, equities research analysts plainly believe Alibaba Group is more favorable than eBay.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
2 Strong Buy rating(s)
2.86
eBay
2 Sell rating(s)
17 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.41

13.5% of Alibaba Group shares are owned by institutional investors. Comparatively, 87.5% of eBay shares are owned by institutional investors. 12.5% of Alibaba Group shares are owned by insiders. Comparatively, 0.7% of eBay shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Alibaba Group pays an annual dividend of $1.03 per share and has a dividend yield of 0.9%. eBay pays an annual dividend of $1.24 per share and has a dividend yield of 1.2%. Alibaba Group pays out 24.9% of its earnings in the form of a dividend. eBay pays out 25.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. eBay has raised its dividend for 7 consecutive years. eBay is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Alibaba Group had 29 more articles in the media than eBay. MarketBeat recorded 61 mentions for Alibaba Group and 32 mentions for eBay. eBay's average media sentiment score of 0.73 beat Alibaba Group's score of 0.22 indicating that eBay is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Alibaba Group
10 Very Positive mention(s)
14 Positive mention(s)
31 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Neutral
eBay
16 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive

Alibaba Group has higher revenue and earnings than eBay. eBay is trading at a lower price-to-earnings ratio than Alibaba Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Alibaba Group$148.40B1.82$15.02B$4.1326.38
eBay$11.10B4.23$2.03B$4.8321.85

eBay has a net margin of 18.50% compared to Alibaba Group's net margin of 7.00%. eBay's return on equity of 47.88% beat Alibaba Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Alibaba Group7.00% 4.79% 2.80%
eBay 18.50%47.88%12.38%

Summary

Alibaba Group and eBay tied by winning 10 of the 20 factors compared between the two stocks.

How does Alibaba Group compare to JD.com?

JD.com (NASDAQ:JD) and Alibaba Group (NYSE:BABA) are both large-cap consumer discretionary companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, dividends, media sentiment, risk, profitability, earnings and institutional ownership.

JD.com currently has a consensus price target of $35.25, suggesting a potential upside of 30.58%. Alibaba Group has a consensus price target of $187.45, suggesting a potential upside of 72.06%. Given Alibaba Group's stronger consensus rating and higher probable upside, analysts clearly believe Alibaba Group is more favorable than JD.com.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
JD.com
1 Sell rating(s)
5 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.50
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
2 Strong Buy rating(s)
2.86

16.0% of JD.com shares are held by institutional investors. Comparatively, 13.5% of Alibaba Group shares are held by institutional investors. 16.6% of JD.com shares are held by company insiders. Comparatively, 12.5% of Alibaba Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Alibaba Group has lower revenue, but higher earnings than JD.com. JD.com is trading at a lower price-to-earnings ratio than Alibaba Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
JD.com$187.20B0.18$2.81B$1.4418.75
Alibaba Group$148.40B1.82$15.02B$4.1326.38

Alibaba Group has a net margin of 7.00% compared to JD.com's net margin of 1.13%. JD.com's return on equity of 6.78% beat Alibaba Group's return on equity.

Company Net Margins Return on Equity Return on Assets
JD.com1.13% 6.78% 2.79%
Alibaba Group 7.00%4.79%2.80%

In the previous week, Alibaba Group had 54 more articles in the media than JD.com. MarketBeat recorded 61 mentions for Alibaba Group and 7 mentions for JD.com. JD.com's average media sentiment score of 0.30 beat Alibaba Group's score of 0.22 indicating that JD.com is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
JD.com
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Alibaba Group
10 Very Positive mention(s)
14 Positive mention(s)
31 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Neutral

JD.com pays an annual dividend of $0.98 per share and has a dividend yield of 3.6%. Alibaba Group pays an annual dividend of $1.03 per share and has a dividend yield of 0.9%. JD.com pays out 68.1% of its earnings in the form of a dividend. Alibaba Group pays out 24.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

JD.com has a beta of 0.35, meaning that its stock price is 65% less volatile than the broader market. Comparatively, Alibaba Group has a beta of 0.51, meaning that its stock price is 49% less volatile than the broader market.

Summary

Alibaba Group beats JD.com on 13 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BABA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BABA vs. The Competition

MetricAlibaba GroupBroadline Retail IndustryConsumer Discretionary SectorNYSE Exchange
Market Cap$270.72B$56.05B$12.54B$23.21B
Dividend Yield0.91%2.38%51.59%3.76%
P/E Ratio26.3716.2445.6628.62
Price / Sales1.825.1492.6419.75
Price / Cash18.5223.4828.7934.36
Price / Book1.616.604.074.73
Net Income$15.02B$1.99B$445.09M$1.07B
7 Day Performance-2.44%-2.24%-1.81%-1.90%
1 Month Performance-17.78%-5.61%-4.03%-2.44%
1 Year Performance-24.27%-7.80%-5.98%11.10%

Alibaba Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BABA
Alibaba Group
4.8498 of 5 stars
$108.73
-0.6%
$187.45
+72.4%
-25.5%$270.42B$148.40B26.34131,462
PDD
PDD
4.7466 of 5 stars
$82.16
-0.1%
$117.17
+42.6%
-37.6%$116.95B$61.75B9.0525,474
MELI
MercadoLibre
4.146 of 5 stars
$2,025.72
+1.0%
$2,272.00
+12.2%
-20.9%$102.70B$35.18B55.0920,347
SE
SEA
4.8242 of 5 stars
$112.61
-0.2%
$149.11
+32.4%
-43.6%$68.78B$22.94B43.46102,700
EBAY
eBay
4.7638 of 5 stars
$106.89
+0.2%
$117.24
+9.7%
+12.0%$47.57B$11.10B22.1312,300

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This page (NYSE:BABA) was last updated on 9/10/2026 by MarketBeat.com Staff.
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