企業プロフィール · Consumer Cyclical

Alibaba Group Holding Ltd

BABA · 米国株
その他の上場9988 · 香港株
取引所
米国株
国 / 地域
USA
上場日
2014年9月19日
従業員数
131,462
公式サイト
www.alibabagroup.com
現在値
$115
リアルタイム · 2026年7月27日
ベイリー成長スコア
46/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 $115 リアルタイム · 保守的レンジと妥当レンジの間

総合バリュエーションレンジ · 保守的 $80–$95 / 妥当 $120–$145 / 楽観的 $175–$200。$115 時点で 保守的レンジと妥当レンジの間。

レポート公開時 $133.26(2026年5月19日)

時価総額$2756.4億
売上高(TTM)$1.02兆
EBITDA$1101.01億
純利益率10.12%
ROE9.22%
PER (TTM)17.69
予想PER17.79
PEG0.47
EPS$6.50
配当利回り0.94%
52週レンジ$91.99 – $190.92
アナリスト目標株価$190.17
アナリスト評価4.7 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses in the People's Republic of China and internationally. It operates through the Alibaba China E-Commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and All Others segments. The Alibaba China E-commerce Group segment operates Taobao and Tmall, which are digital retail platforms; Taobao Instant Commerce, a local services and on-demand delivery platform; 1688.com, a domestic wholesale marketplace; and Xianyu, a consumer-to-consumer community and marketplace for idle goods. Its Alibaba International Digital Commerce Group segment includes AliExpress, a global e-commerce platform; Trendyol, an e-commerce platform in Turkey; Lazada, an e-commerce platform in Southeast Asia; Daraz, an e-commerce platform in South Asia, primarily in Pakistan and Bangladesh; and Alibaba.com, an integrated international online wholesale marketplace. The Cloud Intelligence Group segment offers a suite of cloud services based on infrastructure-as-a-service, platform-as-a-service, and model-as-a-service. Its All Others segment comprises Amap, a provider of mobile digital maps, navigation, and real-time traffic information in China; Cainiao, which provides logistics solutions; Youku, an online long-form video platform in China; Freshippo, a retail platform for groceries and fresh goods; and Alibaba Health, a pharmaceutical and healthcare services platform. Alibaba Group Holding Limited was incorporated in 1999 and is based in Hangzhou, China.

沿革

Alibaba Group Holding Limited was incorporated in 1999 and is based in Hangzhou, China, operating in the Consumer Cyclical sector and Internet Retail industry. Its American Depositary Shares were listed on 2014-09-19. The company has grown into a diversified group reorganized around the Alibaba China E-Commerce Group, the Alibaba International Digital Commerce Group, the Cloud Intelligence Group, and All Others, and employs 131,462 people. In 2023 it completed a leadership transition, with Joe Tsai becoming chairman and Eddie Wu becoming chief executive officer.

業界での地位

Alibaba operates Taobao and Tmall, described in company filings as China's leading e-commerce platforms, plus 1688, China's largest domestic wholesale platform, and Alibaba.com, the largest international online wholesale marketplace. Its cloud unit was China's largest public cloud provider by revenue in 2024; Omdia reported it held about 33% of the mainland China cloud market in the first quarter of 2025, ahead of Huawei Cloud at 18% and Tencent Cloud at 10%. Competitors include PDD and JD in e-commerce, JD and Meituan in instant retail, and Huawei, Tencent and Baidu in cloud.

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