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Alibaba Group (BABA) Competitors

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$130.25 +1.35 (+1.05%)
Closing price 03:58 PM Eastern
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$130.31 +0.06 (+0.04%)
As of 06:46 PM 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 better investment? We will compare the two companies based on the strength of their profitability, valuation, earnings, dividends, institutional ownership, risk, media sentiment and analyst recommendations.

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 endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

PDD has a beta of 0.02, suggesting that its stock price is 98% less volatile than the broader market. Comparatively, Alibaba Group has a beta of 0.49, suggesting that its stock price is 51% less volatile than the broader market.

In the previous week, Alibaba Group had 109 more articles in the media than PDD. MarketBeat recorded 112 mentions for Alibaba Group and 3 mentions for PDD. PDD's average media sentiment score of 0.47 beat Alibaba Group's score of 0.34 indicating that PDD is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
PDD
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Alibaba Group
28 Very Positive mention(s)
20 Positive mention(s)
46 Neutral mention(s)
16 Negative mention(s)
0 Very Negative mention(s)
Neutral

PDD has a net margin of 21.86% compared to Alibaba Group's net margin of 10.31%. PDD's return on equity of 24.32% beat Alibaba Group's return on equity.

Company Net Margins Return on Equity Return on Assets
PDD21.86% 24.32% 15.80%
Alibaba Group 10.31%4.76%2.79%

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$61.75B2.06$13.99B$9.269.67
Alibaba Group$148.40B2.10$15.02B$6.0921.39

PDD presently has a consensus target price of $124.64, indicating a potential upside of 39.23%. Alibaba Group has a consensus target price of $186.90, indicating a potential upside of 43.50%. Given Alibaba Group's stronger consensus rating and higher possible upside, analysts clearly believe Alibaba Group is more favorable than PDD.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PDD
2 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.31
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.87

Summary

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

How does Alibaba Group compare to MercadoLibre?

MercadoLibre (NASDAQ:MELI) and Alibaba Group (NYSE:BABA) 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 profitability, valuation, analyst recommendations, dividends, media sentiment, institutional ownership, risk and earnings.

87.6% of MercadoLibre shares are held by institutional investors. Comparatively, 13.5% of Alibaba Group shares are held by institutional investors. 0.3% of MercadoLibre 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 will outperform the market over the long term.

In the previous week, Alibaba Group had 77 more articles in the media than MercadoLibre. MarketBeat recorded 112 mentions for Alibaba Group and 35 mentions for MercadoLibre. MercadoLibre's average media sentiment score of 1.58 beat Alibaba Group's score of 0.34 indicating that MercadoLibre is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MercadoLibre
35 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Alibaba Group
28 Very Positive mention(s)
20 Positive mention(s)
46 Neutral mention(s)
16 Negative mention(s)
0 Very Negative mention(s)
Neutral

Alibaba Group has a net margin of 10.31% 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
MercadoLibre5.30% 26.54% 4.19%
Alibaba Group 10.31%4.76%2.79%

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
MercadoLibre$28.89B3.37$2.00B$36.7752.27
Alibaba Group$148.40B2.10$15.02B$6.0921.39

MercadoLibre has a beta of 1.34, indicating that its stock price is 34% more volatile than the broader market. Comparatively, Alibaba Group has a beta of 0.49, indicating that its stock price is 51% less volatile than the broader market.

MercadoLibre presently has a consensus price target of $2,272.00, suggesting a potential upside of 18.21%. Alibaba Group has a consensus price target of $186.90, suggesting a potential upside of 43.50%. Given Alibaba Group's stronger consensus rating and higher probable upside, analysts clearly believe Alibaba Group is more favorable than MercadoLibre.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MercadoLibre
0 Sell rating(s)
6 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.65
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.87

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 business? We will compare the two companies based on the strength of their valuation, earnings, dividends, institutional ownership, profitability, analyst recommendations, risk and media sentiment.

Alibaba Group currently has a consensus price target of $186.90, indicating a potential upside of 43.50%. SEA has a consensus price target of $151.90, indicating a potential upside of 29.13%. Given Alibaba Group's stronger consensus rating and higher probable upside, research 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)
16 Buy rating(s)
2 Strong Buy rating(s)
2.87
SEA
1 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.69

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 endowments, large money managers and hedge funds believe a company is poised for long-term growth.

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$148.40B2.10$15.02B$6.0921.39
SEA$22.94B3.13$1.58B$2.5945.42

Alibaba Group has a beta of 0.49, indicating that its stock price is 51% less volatile than the broader market. Comparatively, SEA has a beta of 1.54, indicating that its stock price is 54% more volatile than the broader market.

In the previous week, Alibaba Group had 60 more articles in the media than SEA. MarketBeat recorded 112 mentions for Alibaba Group and 52 mentions for SEA. Alibaba Group's average media sentiment score of 0.34 beat SEA's score of 0.30 indicating that Alibaba Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Alibaba Group
28 Very Positive mention(s)
20 Positive mention(s)
46 Neutral mention(s)
16 Negative mention(s)
0 Very Negative mention(s)
Neutral
SEA
27 Very Positive mention(s)
4 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Alibaba Group has a net margin of 10.31% 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 Group10.31% 4.76% 2.79%
SEA 5.98%13.54%5.59%

Summary

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

How does Alibaba Group compare to eBay?

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
eBay$11.10B4.19$2.03B$4.8321.66
Alibaba Group$148.40B2.10$15.02B$6.0921.39

eBay pays an annual dividend of $1.24 per share and has a dividend yield of 1.2%. Alibaba Group pays an annual dividend of $1.03 per share and has a dividend yield of 0.8%. eBay pays out 25.7% of its earnings in the form of a dividend. Alibaba Group pays out 16.9% 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. eBay has increased 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 79 more articles in the media than eBay. MarketBeat recorded 112 mentions for Alibaba Group and 33 mentions for eBay. eBay's average media sentiment score of 1.04 beat Alibaba Group's score of 0.34 indicating that eBay is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
eBay
22 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive
Alibaba Group
28 Very Positive mention(s)
20 Positive mention(s)
46 Neutral mention(s)
16 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

eBay has a net margin of 18.50% compared to Alibaba Group's net margin of 10.31%. eBay's return on equity of 47.88% beat Alibaba Group's return on equity.

Company Net Margins Return on Equity Return on Assets
eBay18.50% 47.88% 12.38%
Alibaba Group 10.31%4.76%2.79%

eBay currently has a consensus target price of $117.24, suggesting a potential upside of 12.08%. Alibaba Group has a consensus target price of $186.90, suggesting a potential upside of 43.50%. Given Alibaba Group's stronger consensus rating and higher probable upside, analysts clearly believe Alibaba Group is more favorable than eBay.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
eBay
2 Sell rating(s)
17 Hold rating(s)
15 Buy rating(s)
0 Strong Buy rating(s)
2.38
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.87

eBay has a beta of 1.37, meaning that its share price is 37% more volatile than the broader market. Comparatively, Alibaba Group has a beta of 0.49, meaning that its share price is 51% less volatile than the broader market.

Summary

eBay and Alibaba Group 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 superior business? We will contrast the two companies based on the strength of their risk, valuation, institutional ownership, earnings, media sentiment, dividends, profitability and analyst recommendations.

16.0% of JD.com shares are owned by institutional investors. Comparatively, 13.5% of Alibaba Group shares are owned by institutional investors. 16.6% of JD.com shares are owned by company insiders. Comparatively, 12.5% of Alibaba Group shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

JD.com has a beta of 0.38, meaning that its stock price is 62% less volatile than the broader market. Comparatively, Alibaba Group has a beta of 0.49, meaning that its stock price is 51% less volatile than the broader market.

In the previous week, Alibaba Group had 95 more articles in the media than JD.com. MarketBeat recorded 112 mentions for Alibaba Group and 17 mentions for JD.com. JD.com's average media sentiment score of 0.41 beat Alibaba Group's score of 0.34 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
7 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Alibaba Group
28 Very Positive mention(s)
20 Positive mention(s)
46 Neutral mention(s)
16 Negative mention(s)
0 Very Negative mention(s)
Neutral

JD.com pays an annual dividend of $0.98 per share and has a dividend yield of 3.3%. Alibaba Group pays an annual dividend of $1.03 per share and has a dividend yield of 0.8%. JD.com pays out 68.1% of its earnings in the form of a dividend. Alibaba Group pays out 16.9% 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 presently has a consensus price target of $35.83, indicating a potential upside of 21.84%. Alibaba Group has a consensus price target of $186.90, indicating a potential upside of 43.50%. 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)
4 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.57
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.87

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$187.20B0.20$2.81B$1.4420.42
Alibaba Group$148.40B2.10$15.02B$6.0921.39

Alibaba Group has a net margin of 10.31% 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 10.31%4.76%2.79%

Summary

Alibaba Group beats JD.com on 12 of the 18 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$312.22B$58.48B$13.04B$24.07B
Dividend Yield0.80%2.33%54.44%3.72%
P/E Ratio21.3916.3546.7330.00
Price / Sales2.105.2395.8219.74
Price / Cash21.0724.2226.1831.97
Price / Book1.934.893.976.79
Net Income$15.02B$1.99B$446.21M$1.07B
7 Day Performance6.59%-0.80%-0.72%-1.25%
1 Month Performance8.15%1.53%0.69%2.27%
1 Year Performance8.98%-1.25%-0.44%17.37%

Alibaba Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BABA
Alibaba Group
4.736 of 5 stars
$130.25
+1.0%
$186.90
+43.5%
+7.5%$312.22B$148.40B21.39131,462
PDD
PDD
4.4312 of 5 stars
$84.93
-4.6%
$124.64
+46.8%
-24.2%$120.93B$61.75B9.1825,474
MELI
MercadoLibre
4.7607 of 5 stars
$1,835.52
+0.4%
$2,272.00
+23.8%
-18.5%$93.06B$28.89B49.9220,347
SE
SEA
4.8284 of 5 stars
$123.30
-3.8%
$151.90
+23.2%
-33.4%$75.40B$22.94B47.64102,700
EBAY
eBay
4.4687 of 5 stars
$103.81
+1.5%
$117.00
+12.7%
+2.8%$46.19B$11.10B21.4912,300

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This page (NYSE:BABA) was last updated on 8/20/2026 by MarketBeat.com Staff.
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