기업 프로필 · Consumer Cyclical

Alibaba Group Holding Ltd

BABA · 미국
기타 상장9988 · 홍콩
거래소
미국
국가 / 지역
USA
상장일
2014년 9월 19일
직원 수
131,462
현재가
$115
실시간 · 2026년 7월 27일
베일리 성장 점수
46/100
다소 약함
내재가치 · 3단계 구간 현재가 $115 실시간 · 보수적 구간과 적정 구간 사이

종합 밸류에이션 구간 · 보수적 $80–$95 / 적정 $120–$145 / 낙관적 $175–$200. $115 기준, 보수적 구간과 적정 구간 사이.

보고서 발행 시 $133.26(2026년 5월 19일)

시가총액US$2756.4억
매출 (TTM)US$1.02조
EBITDAUS$1101.01억
순이익률10.12%
ROE9.22%
PER (TTM)17.69
선행 PER17.79
PEG0.47
EPSUS$6.50
배당수익률0.94%
52주 범위US$91.99 – US$190.92
애널리스트 목표주가US$190.17
애널리스트 평가4.7 / 5

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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.

연혁

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.

업계 내 위치

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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