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Alibaba Group Holding Ltd - ADR (BABA)

Broadline Retail
Consumo Discrecional
cíclico

Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally. It operates digital retail platforms under the Taobao and Tmall names; wholesale marketplaces through 1688.com and Alibaba.com; global e-commerce platform under the AliExpress name; e-commerce platforms under the Lazada, Trendyol, and Daraz names; and consumer-to-consumer community and marketplace under the Tmall Global, Tmall Supermarket, and Xianyu names. The company also operates Cainiao, an e-commerce logistics solution; Ele.me, an on-demand delivery and local services platform; and Amap, a provider of mobile digital map, navigation, and real-time traffic information; Youku, an online video platform; and Damai Entertainment that provides content production, promotion and distribution, performance and event ticketing management, IP-related licensing and operations, cinema ticketing management, and internet data services for the entertainment industry. In addition, it provides elastic computing, storage, network, security, database, big data, cloud native, and Alibaba cloud model studio services; and hardware, software license and installation, and application development and maintenance services, as well as sells membership packages and subscriptions. Further, the company offers Freshippo, a retail platform for groceries and goods; Alibaba Health for medical and healthcare solutions; mobile games under the Lingxi Games name; UC Browser, an information service platform; Quark, an information services platform for young users; Fliggy, an online travel platform; and DingTalk, a collaboration workplace and enterprise management platform. Alibaba Group Holding Limited was incorporated in 1999 and is based in Causeway Bay, Hong Kong.

Precio Actual

$1,119.58
+0.56% vs día anterior

Capitalización

378B

Desviación

-11.99%

Y/Y Growth

8.9%

EBIT Margin

13.5%

ROIC

9%

PEG Ratio

0.83

ROE

10.3%

3Y EPS Growth

24%

Dividend Yield

0.68%

Net Debt / EBITDA

-1.5x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
25.9%
CAGR EV/FCF (2025):
13.6%
CAGR Prom.:
23.3%
CAGR P/E:
22.6%
CAGR EV/EBITDA: 20.9%
CAGR EV/EBIT: 23.9%
Precio de compra para +15%:
$1,507.23

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
20x
(Fair: 56x)
EV/FCF
20x
EV/EBITDA
16x
EV/EBIT
23x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
21x
Fair P/E
56x
CAGR EV/FCF
Tu Múltiplo: 20x
25.9%
27.2%
54.7%
CAGR P/E
Tu Múltiplo: 20x
22.6%
23.8%
50.6%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-171.74%
Media vs. Gold
+0.64%
Media vs. Bono USA 7-10y
+16.13%
Media vs. Bono USA 1-3y
+15.58%
Media vs. Bono USA 20+y
+17.71%
Media vs. Dow Jones
+4.22%
Media vs. S&P 500
+1.35%
Media vs. NASDAQ 100
-4.07%
Media vs. MSCI World
+3.96%
Media vs. Russell 2000
+5.83%
Media vs. STOXX Europe 600
+10.14%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento BABA
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
86.37%-1.40%+87.77%57.46%+28.91%4.29%+82.08%0.99%+85.38%0.69%+85.68%13.12%+73.25%16.85%+69.52%22.29%+64.08%20.22%+66.15%12.99%+73.38%13.34%+73.03%
2024
13.42%110.77%-97.35%26.96%-13.54%-3.73%+17.14%0.05%+13.37%-11.17%+24.59%12.80%+0.61%24.01%-10.59%30.78%-17.36%17.88%-4.47%10.80%+2.62%5.50%+7.91%
2023
-15.73%153.66%-169.39%11.76%-27.49%-0.15%-15.59%0.98%-16.72%-2.54%-13.19%13.74%-29.47%24.73%-40.46%44.52%-60.25%21.92%-37.66%15.78%-31.52%11.67%-27.40%
2022
-26.82%-65.23%+38.40%0.78%-27.60%-15.93%-10.89%-5.00%-21.83%-31.00%+4.18%-9.40%-17.43%-19.95%-6.87%-33.89%+7.07%-19.70%-7.12%-22.50%-4.32%-13.29%-13.54%
2021
-47.86%60.33%-108.20%-6.24%-41.63%-4.15%-43.71%-0.98%-46.88%-5.94%-41.93%20.23%-68.10%28.79%-76.66%23.20%-71.07%21.22%-69.09%15.39%-63.25%21.66%-69.53%
2020
5.90%301.93%-296.03%23.90%-18.01%8.33%-2.43%2.02%+3.88%15.12%-9.23%6.02%-0.12%15.29%-9.40%41.75%-35.85%12.94%-7.04%18.48%-12.59%-4.64%+10.54%
2019
55.16%88.85%-33.70%17.78%+37.38%5.55%+49.60%1.20%+53.96%10.91%+44.24%21.91%+33.24%28.34%+26.82%34.60%+20.55%25.23%+29.93%23.05%+32.11%23.42%+31.74%
2018
-25.36%-71.79%+46.43%-3.12%-22.25%-0.97%-24.39%-0.24%-25.12%-3.17%-22.19%-6.03%-19.33%-7.01%-18.35%-5.30%-20.06%-11.16%-14.20%-13.00%-12.37%-13.42%-11.94%
2017
94.62%1,184.56%-1,089.94%11.93%+82.69%0.76%+93.85%-0.63%+95.24%6.03%+88.58%24.33%+70.29%18.42%+76.20%27.16%+67.46%19.45%+75.16%12.45%+82.17%7.16%+87.46%
2016
14.50%109.91%-95.41%6.53%+7.97%-1.15%+15.65%-0.02%+14.52%-1.91%+16.41%15.24%-0.74%11.24%+3.26%9.79%+4.71%6.53%+7.97%22.42%-7.92%1.33%+13.17%
Media15.42%187.16%-171.74%14.77%+0.64%-0.71%+16.13%-0.16%+15.58%-2.30%+17.71%11.20%+4.22%14.07%+1.35%19.49%-4.07%11.45%+3.96%9.59%+5.83%5.27%+10.14%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
12/1/20258.9%13.5%-1.5x20x(56x)20x16x23x$1,272.17$1,880.50$2,333.71$2,659.86$3,031.58
11/3/20258.9%14.4%-1x20x(26x)20x18x23x$1,288.10$1,827.67$2,254.18$2,569.21$2,928.27
10/4/20258.1%15.2%-1x20x(25x)20x18x23x$1,460.46$1,935.14$2,300.84$2,591.38$2,918.59
9/24/20258.1%15.2%-1x20x(25x)20x18x23x$1,460.46$1,935.14$2,300.84$2,591.38$2,918.59
9/24/20257.9%15.2%-1x15x(24x)15x15x15x$1,132.31$1,482.40$1,751.01$1,963.03$2,200.72

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 3 años.

Dividend Yield Actual
0.68%
Basado en 2025
Crecimiento Promedio
5.32%
CAGR últimos 3 años
Años Consecutivos
2
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2025
Actual
$7.62+5.54%
2024$7.22+5.09%
2023$6.87-
CAGR de Dividendos (2023 - 2025)
5.32%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2017
+94.62%
📉Worst Year
2021
-47.86%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

60%
6 of 10 years positive
Consistency ScoreGood
0%50%70%100%

BABA shows moderate consistency with positive returns in 60% of years.