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Alibaba Group (BABA) Competitors

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$107.64 -0.10 (-0.10%)
Closing price 03:59 PM Eastern
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$107.72 +0.09 (+0.08%)
As of 07:59 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?

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

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
Alibaba Group7.00% 4.79% 2.80%
PDD 20.73%22.29%14.68%

Alibaba Group currently has a consensus target price of $187.05, suggesting a potential upside of 73.78%. PDD has a consensus target price of $113.31, suggesting a potential upside of 45.38%. Given Alibaba Group's stronger consensus rating and higher probable upside, analysts clearly believe Alibaba Group is more favorable than PDD.

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

In the previous week, Alibaba Group had 62 more articles in the media than PDD. MarketBeat recorded 66 mentions for Alibaba Group and 4 mentions for PDD. PDD's average media sentiment score of 0.66 beat Alibaba Group's score of 0.19 indicating that PDD is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Alibaba Group
13 Very Positive mention(s)
7 Positive mention(s)
36 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Neutral
PDD
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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

13.5% of Alibaba Group shares are owned by institutional investors. Comparatively, 39.8% of PDD shares are owned by institutional investors. 12.5% of Alibaba Group shares are owned by company insiders. Comparatively, 3.7% of PDD 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.

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
Alibaba Group$148.40B1.80$15.02B$4.1326.06
PDD$61.75B1.80$13.99B$9.088.58

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

In the previous week, Alibaba Group had 52 more articles in the media than MercadoLibre. MarketBeat recorded 66 mentions for Alibaba Group and 14 mentions for MercadoLibre. MercadoLibre's average media sentiment score of 0.77 beat Alibaba Group's score of 0.19 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
13 Very Positive mention(s)
7 Positive mention(s)
36 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Neutral
MercadoLibre
8 Very Positive mention(s)
2 Positive mention(s)
3 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%

Alibaba Group currently has a consensus price target of $187.05, indicating a potential upside of 73.78%. MercadoLibre has a consensus price target of $2,283.13, indicating a potential upside of 32.08%. Given Alibaba Group's stronger consensus rating and higher possible upside, equities research analysts plainly 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)
14 Buy rating(s)
2 Strong Buy rating(s)
2.86
MercadoLibre
0 Sell rating(s)
6 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.67

13.5% of Alibaba Group shares are owned by institutional investors. Comparatively, 87.6% of MercadoLibre shares are owned by institutional investors. 12.5% of Alibaba Group shares are owned by insiders. Comparatively, 0.3% of MercadoLibre shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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$148.40B1.80$15.02B$4.1326.06
MercadoLibre$28.89B3.03$2.00B$36.7747.01

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

Summary

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

How does Alibaba Group compare to SEA?

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

59.5% of SEA shares are held by institutional investors. Comparatively, 13.5% of Alibaba Group shares are held by institutional investors. 0.2% of SEA 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 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
SEA$22.94B2.59$1.58B$2.5937.61
Alibaba Group$148.40B1.80$15.02B$4.1326.06

SEA currently has a consensus target price of $149.40, indicating a potential upside of 53.38%. Alibaba Group has a consensus target price of $187.05, indicating a potential upside of 73.78%. Given Alibaba Group's stronger consensus rating and higher possible upside, analysts clearly believe Alibaba Group is more favorable than SEA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SEA
1 Sell rating(s)
3 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.73
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
14 Buy rating(s)
2 Strong Buy rating(s)
2.86

In the previous week, Alibaba Group had 56 more articles in the media than SEA. MarketBeat recorded 66 mentions for Alibaba Group and 10 mentions for SEA. Alibaba Group's average media sentiment score of 0.19 beat SEA's score of -0.01 indicating that Alibaba Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SEA
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Alibaba Group
13 Very Positive mention(s)
7 Positive mention(s)
36 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Neutral

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

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
SEA5.98% 13.54% 5.59%
Alibaba Group 7.00%4.79%2.80%

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 risk, dividends, valuation, media sentiment, analyst recommendations, institutional ownership, profitability and earnings.

eBay presently has a consensus price target of $115.12, suggesting a potential upside of 8.55%. Alibaba Group has a consensus price target of $187.05, suggesting a potential upside of 73.78%. 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)
16 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.42
Alibaba Group
0 Sell rating(s)
5 Hold rating(s)
14 Buy rating(s)
2 Strong Buy rating(s)
2.86

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
eBay$11.10B4.25$2.03B$4.8321.96
Alibaba Group$148.40B1.80$15.02B$4.1326.06

In the previous week, Alibaba Group had 45 more articles in the media than eBay. MarketBeat recorded 66 mentions for Alibaba Group and 21 mentions for eBay. eBay's average media sentiment score of 0.21 beat Alibaba Group's score of 0.19 indicating that eBay is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
eBay
4 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Neutral
Alibaba Group
13 Very Positive mention(s)
7 Positive mention(s)
36 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Neutral

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 1.0%. eBay pays out 25.7% 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. 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.

eBay 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 0.51, indicating that its stock price is 49% less volatile than the broader market.

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

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
eBay18.50% 47.88% 12.38%
Alibaba Group 7.00%4.79%2.80%

Summary

eBay beats Alibaba Group on 10 of the 19 factors compared between the two stocks.

How does Alibaba Group compare to JD.com?

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

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
Alibaba Group7.00% 4.79% 2.80%
JD.com 1.13%6.78%2.79%

Alibaba Group pays an annual dividend of $1.03 per share and has a dividend yield of 1.0%. JD.com pays an annual dividend of $0.98 per share and has a dividend yield of 3.7%. Alibaba Group pays out 24.9% of its earnings in the form of a dividend. JD.com pays out 68.1% 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.

Alibaba Group has higher earnings, but lower revenue 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
Alibaba Group$148.40B1.80$15.02B$4.1326.06
JD.com$187.20B0.18$2.81B$1.4418.47

In the previous week, Alibaba Group had 58 more articles in the media than JD.com. MarketBeat recorded 66 mentions for Alibaba Group and 8 mentions for JD.com. Alibaba Group's average media sentiment score of 0.19 beat JD.com's score of -0.04 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
13 Very Positive mention(s)
7 Positive mention(s)
36 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Neutral
JD.com
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral

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

Alibaba Group presently has a consensus target price of $187.05, suggesting a potential upside of 73.78%. JD.com has a consensus target price of $35.25, suggesting a potential upside of 32.52%. Given Alibaba Group's stronger consensus rating and higher possible upside, equities research analysts plainly believe Alibaba Group is more favorable than JD.com.

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

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

Summary

Alibaba Group beats JD.com on 14 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$267.80B$56.40B$12.27B$22.84B
Dividend Yield0.96%2.44%65.39%3.72%
P/E Ratio26.0616.2244.1327.52
Price / Sales1.805.1793.6421.42
Price / Cash17.7122.9828.2540.95
Price / Book1.596.273.944.60
Net Income$15.02B$1.99B$445.63M$1.08B
7 Day Performance-2.88%-0.84%-0.78%-1.99%
1 Month Performance-9.34%-4.31%-5.17%-6.24%
1 Year Performance-39.77%-8.46%-7.04%5.07%

Alibaba Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BABA
Alibaba Group
4.9158 of 5 stars
$107.64
-0.1%
$187.05
+73.8%
-40.1%$267.80B$148.40B26.06131,462
PDD
PDD
4.8486 of 5 stars
$78.12
-1.4%
$113.31
+45.1%
-40.7%$111.45B$61.75B8.6225,474
MELI
MercadoLibre
4.6698 of 5 stars
$1,776.81
-1.2%
$2,283.13
+28.5%
-31.0%$90.20B$35.18B48.3920,347
SE
SEA
4.8492 of 5 stars
$101.07
-2.1%
$149.40
+47.8%
-45.8%$61.88B$22.94B39.10102,700
EBAY
eBay
3.9812 of 5 stars
$108.52
-0.5%
$115.12
+6.1%
+15.4%$48.27B$12.01B22.4612,300

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This page (NYSE:BABA) was last updated on 9/30/2026 by MarketBeat.com Staff.
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