Alibaba Group Holding Ltd ADR

BABA: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Alibaba Earnings: Results in Line; Shares Fairly Valued

Chelsey Tam

Nov 17, 2024

We maintain Alibaba Group’s fair value estimate at USD 100 per ADS (HKD 97 per share) after it reported in-line September-quarter results. In our view, Alibaba is fairly valued currently, given the high investment needs in Taobao and Tmall Group and the overseas e-commerce businesses. We think our valuation can be driven higher if Alibaba proves its ability to consistently maintain or regain market share for Taobao and Tmall Group while at the same time maintaining or improving margins and expediting capital return to shareholders.

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Alibaba Group Holding Ltd ADR

Alibaba Earnings: Results in Line; Shares Fairly Valued

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