Alibaba Group Holding Limited
BABA · New York Stock Exchange · USD
105,47USD
−3,98 (−3,64 %)Stand 9. Nov., 17:50
Kennzahlen
- Eröffnung
- 107,48
- Vortag
- 109,45
- Tagesspanne
- 105,14 – 107,49
- 52 Wochen
- 91,99 – 181,10
- Volumen
- 6,71 Mio.
- Ø Volumen
- 10,52 Mio.
- Börsenwert
- 245,84 Mrd. $
- KGV
- 23,0
- Gewinn je Aktie (TTM)
- 29,44
- Dividendenrendite
- 1,0 %
- Beta
- 0,4
- Nächste Zahlen
- 19. Nov. 2026
Finanzen
| CNY | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|
| Umsatz | 1,02 Bio. | 996,35 Mrd. | 941,17 Mrd. | 868,69 Mrd. | 853,06 Mrd. |
| Herstellungskosten | 616,14 Mrd. | 598,29 Mrd. | 586,32 Mrd. | 549,7 Mrd. | 539,45 Mrd. |
| Bruttogewinn | 407,53 Mrd. | 398,06 Mrd. | 354,85 Mrd. | 318,99 Mrd. | 313,61 Mrd. |
| Forschung und Entwicklung | 66,53 Mrd. | 57,15 Mrd. | 52,26 Mrd. | 56,74 Mrd. | 55,47 Mrd. |
| Vertrieb und Verwaltung | 278,11 Mrd. | 188,26 Mrd. | 157,13 Mrd. | 145,68 Mrd. | 151,72 Mrd. |
| Operatives Ergebnis | 59,67 Mrd. | 140,91 Mrd. | 113,35 Mrd. | 100,35 Mrd. | 69,64 Mrd. |
| EBITDA | 186,3 Mrd. | 190,17 Mrd. | 164,01 Mrd. | 153,11 Mrd. | 128,23 Mrd. |
| Nettogewinn | 103,59 Mrd. | 130,11 Mrd. | 80,01 Mrd. | 72,78 Mrd. | 62,25 Mrd. |
| Gewinn je Aktie (verwässert) | 44,00 | 53,60 | 31,36 | 27,44 | 22,72 |
Umsatz nach Segment
Produkte · FY 2026
- Alibaba China E-commerce Group554,22 Mrd. CNY49,78 %
- All others254,37 Mrd. CNY22,85 %+23,32 %
- Cloud Intelligence Group158,13 Mrd. CNY14,20 %+33,98 %
- Alibaba International Digital Commerce Group144,17 Mrd. CNY12,95 %+8,97 %
- Unallocated2,34 Mrd. CNY0,21 %+21,62 %
Anteil · ggü. Vorjahr (FY 2025)
Bewertung
Letzte 12 Monate
- KGV
- 23,0
- Kurs-Umsatz-Verhältnis
- 1,7
- Kurs-Buchwert-Verhältnis
- 1,6
- PEG
- -0,4
- Bruttomarge
- 38,1 %
- Operative Marge
- 4,2 %
- Nettomarge
- 7,0 %
- Verschuldungsgrad
- 0,3
- EV/EBITDA
- 12,1
- Eigenkapitalrendite
- 7,0 %
- Kapitalrendite (ROIC)
- 2,0 %
- Free-Cashflow-Rendite
- −4,4 %
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Bruttomarge | 39,8 % | 40,0 % | 37,7 % | 36,7 % | 36,8 % |
| Operative Marge | 5,8 % | 14,1 % | 12,0 % | 11,6 % | 8,2 % |
| Nettomarge | 10,1 % | 13,1 % | 8,5 % | 8,4 % | 7,3 % |
| KGV | 19,0 | 17,4 | 16,8 | 25,3 | 30,1 |
| Kurs-Umsatz-Verhältnis | 2,0 | 2,3 | 1,4 | 2,1 | 2,2 |
| Kurs-Buchwert-Verhältnis | 1,9 | 2,2 | 1,4 | 1,9 | 2,0 |
| Verschuldungsgrad | 0,2 | 0,2 | 0,2 | 0,2 | 0,2 |
| Liquidität 3. Grades | 1,3 | 1,5 | 1,8 | 1,8 | 1,7 |
| Dividendenrendite | 1,7 % | 1,3 % | 1,4 % | 0,0 % | 0,0 % |
| Unternehmenswert | 2,09 Bio. | 2,32 Bio. | 1,26 Bio. | 1,81 Bio. | 1,81 Bio. |
| EV/EBITDA | 11,2 | 12,2 | 7,7 | 11,8 | 14,1 |
| Eigenkapitalrendite | 9,8 % | 12,9 % | 8,1 % | 7,4 % | 6,6 % |
| Kapitalrendite (ROIC) | 3,2 % | 7,9 % | 6,2 % | 5,9 % | 3,3 % |
| Free-Cashflow-Rendite | −2,5 % | 3,5 % | 11,3 % | 9,0 % | 4,7 % |
Wachstum
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Umsatz | +2,7 % | +5,9 % | +8,3 % | +1,8 % | +18,9 % |
| Bruttogewinn | +2,4 % | +12,2 % | +11,2 % | +1,7 % | +5,9 % |
| Operatives Ergebnis | −57,7 % | +24,3 % | +13,0 % | +44,1 % | −22,3 % |
| Nettogewinn | −20,4 % | +62,6 % | +9,9 % | +16,9 % | −58,7 % |
| Gewinn je Aktie | −17,9 % | +70,9 % | +14,3 % | +20,8 % | −58,5 % |
| Freier Cashflow | −164,9 % | −48,2 % | −8,9 % | +88,2 % | −51,7 % |
| Dividende je Aktie | +16,5 % | +74,1 % | 0,0 % | 0,0 % | 0,0 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 51Kaufen
- 7Halten
- 1Verkaufen
- 0Stark verkaufen
Kursziel
179,63
Durchschnitt · +70,31 %
Schätzungen
| FY 2027 | FY 2028 | FY 2029 | |
|---|---|---|---|
| Umsatz (Ø) | 1,13 Bio. | 1,27 Bio. | 1,45 Bio. |
| Umsatz (Tief – Hoch) | 1,1 Bio. – 1,14 Bio. | 1,15 Bio. – 1,36 Bio. | 1,16 Bio. – 1,61 Bio. |
| Gewinn je Aktie (Ø) | 44,04 | 61,44 | 78,65 |
| Gewinn je Aktie (Tief – Hoch) | 41,13 – 51,02 | 53,61 – 81,33 | 46,86 – 162,43 |
| Analysten | 18 | 19 | 16 |
Letzte Änderungen
- JP Morgan12. Okt. 2026Overweight
- Citigroup8. Okt. 2026Buy
- Susquehanna28. Aug. 2026Positive
- JP Morgan21. Aug. 2026Overweight
- Barclays21. Aug. 2026Overweight
- Baird21. Aug. 2026Outperform
- Susquehanna15. Mai 2026Positive
- Barclays14. Mai 2026Overweight
Quartalszahlen
Nächste Zahlen: 19. Nov. 2026| Aug. 2026 | Mai 2026 | März 2026 | Nov. 2025 | Aug. 2025 | Mai 2025 | Feb. 2025 | Nov. 2024 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 1,94 | 1,02 | 1,91 | 0,66 | 1,95 | 1,48 | 2,67 | 2,07 |
| Gewinn je Aktie · Tatsächlich | 1,25 | 0,09 | 1,01 | 0,61 | 2,06 | 1,73 | 2,93 | 2,15 |
| Abweichung | −35,57 % | −91,18 % | −47,12 % | −7,58 % | +5,64 % | +16,89 % | +9,74 % | +3,86 % |
| Umsatz · Tatsächlich | 39,64 Mrd. | 35,27 Mrd. | 40,72 Mrd. | 34,8 Mrd. | 34,56 Mrd. | 32,57 Mrd. | 38,37 Mrd. | 33,7 Mrd. |
Dividenden und Splits
| Ex-Tag | Zahltag | Betrag |
|---|---|---|
| 11. Juni 2026 | 13. Juli 2026 | 1,05 |
| 12. Juni 2025 | 10. Juli 2025 | 2,00 |
| 13. Juni 2024 | 12. Juli 2024 | 1,66 |
| 20. Dez. 2023 | 18. Jan. 2024 | 1,00 |
Aktiensplits
–
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 10,08 %
- Investoren mit 13F-Meldung
- 1.379
Größte Investoren
- PRIMECAP MANAGEMENT CO/CA/0,80 %18,61 Mio.
- JANE STREET GROUP, LLC0,79 %18,48 Mio.
- SUSQUEHANNA INTERNATIONAL GROUP, LLP0,64 %14,86 Mio.
- JANE STREET GROUP, LLC0,56 %13,04 Mio.
- UBS GROUP AG0,45 %10,57 Mio.
- DODGE & COX0,43 %9,96 Mio.
- CITADEL ADVISORS LLC0,42 %9,91 Mio.
- HSBC HOLDINGS PLC0,41 %9,63 Mio.
Insider-Geschäfte
- Tsai Joseph C1. Okt. 2026 · directorKauf7500 Aktien
- Tsai Joseph C1. Okt. 2026 · directorKauf3334 Aktien
- Tsai Joseph C1. Okt. 2026 · directorVerkauf7500 Aktien
- Tsai Joseph C1. Okt. 2026 · directorVerkauf3334 Aktien
- Wu Yongming1. Okt. 2026 · director, officer: Chief Executive OfficerKauf28.000 Aktien
- Wu Yongming1. Okt. 2026 · director, officer: Chief Executive OfficerKauf13.334 Aktien
- Wu Yongming1. Okt. 2026 · director, officer: Chief Executive OfficerVerkauf28.000 Aktien
- Wu Yongming1. Okt. 2026 · director, officer: Chief Executive OfficerVerkauf13.334 Aktien
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Über das Unternehmen
Alibaba Group Holding Limited, through its various subsidiaries, furnishes crucial technological infrastructure and extensive marketing channels. This comprehensive support allows merchants, brands, retailers, and other businesses to effectively engage with their customer base, both within the People's Republic of China and across international markets. The company's operations are organized across seven primary segments: China Commerce, International Commerce, Local Consumer Services, Cainiao (its logistics network), Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The company's extensive digital ecosystem features premier online retail platforms like Taobao and Tmall. Wholesale business-to-business transactions are facilitated through 1688.com and Alibaba.com. Globally, it operates retail platforms such as AliExpress, Lazada, Trendyol, and Daraz. For fresh goods and groceries, it offers Freshippo, and Tmall Global specializes in import e-commerce. Monetization and advertising solutions are provided via Alimama, its proprietary platform, which offers diverse marketing services including pay-for-performance, in-feed, and display ads, supported by the Taobao Ad Network and Exchange for real-time bidding. Logistics operations are primarily handled by the Cainiao Network. Its local consumer services encompass Ele.me for on-demand food and delivery, Koubei for restaurant and local service directories, and Fliggy for travel booking. Alibaba Cloud offers a wide array of services, including elastic computing, data storage, networking, security, database management, big data analytics, and Internet of Things (IoT) solutions. It also supplies hardware, software licenses, installation, and application development and maintenance. The digital media and entertainment division includes Youku, an online video platform; Quark, an information search and content consumption tool; and Alibaba Pictures, collectively offering diverse content spanning films, live events, news feeds, literature, and music. Its innovation portfolio further extends to Amap, a mobile application for digital mapping and navigation; DingTalk, a business communication and efficiency platform; the Tmall Genie smart speaker; and Qwen, an advanced artificial intelligence chatbot. Founded in 1999, Alibaba Group is headquartered in Hangzhou, People's Republic of China.
Führung
- Yongming WuChief Executive Officer, Head of Core E-Commerce Business & Director
- J. Michael EvansPresident & Director
- Joseph C. TsaiExecutive Chairman
- Hong XuChief Financial Officer
- Jianfeng ZhangHead of Alibaba DAMO Academy
- Xiaofeng ShaoGroup Executive Vice President
- CEO
- Yongming Wu
- Mitarbeitende
- 132.165
- Hauptsitz
- Hangzhou, ZH, CN
- Sektor
- Consumer Cyclical
- Branche
- Specialty Retail
- Börsengang
- 19. Sept. 2014
- Website
- alibabagroup.com
Nachrichten
- Zacks Investment Research · 9. Nov., 10:01Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know
- Seeking Alpha · 7. Nov., 6:49Alibaba FY Q2 2027 Preview: Quietly Winning The AI War
- Business Wire · 6. Nov., 4:00Alibaba Group Will Announce September Quarter 2026 Results on November 19, 2026
- Zacks Investment Research · 5. Nov., 18:46Alibaba (BABA) Increases Despite Market Slip: Here's What You Need to Know
- The Motley Fool · 3. Nov., 13:30Alibaba Group Holding vs. Dick's Sporting Goods: Revenue Trends Between Online and Brick-and-Mortar Giants
- Seeking Alpha · 3. Nov., 4:00Conventum - Alluvium Global Fund Q3 2026 Performance Update
- Defense World · 3. Nov., 3:05Alibaba Group Holding Limited $BABA Shares Newly Acquired by Asset Management One Co. Ltd.
- The Motley Fool · 2. Nov., 16:30Amazon vs. Alibaba: Two E-Commerce Giants, a Big Valuation Gap, but Which Offers More Upside in 2027?
- The Motley Fool · 2. Nov., 13:29Alibaba vs. Target: Comparing Revenue Trends Between Two Retail Titans
- Benzinga · 2. Nov., 10:05Alibaba, JD.com, PDD Stocks Climb Monday After Brutal October for Chinese Stocks: What's Going On?
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