Alibaba Group Holding Limited's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Alibaba Group Holding Limited (BABA) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Alibaba Group Holding Limited vs Its Competitors
- TTM: Trailing 12-month revenue of 148,401M vs 904,783M combined for tracked competitors (14.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs decelerating (-6.3%) for its tracked peer group.
- Growth: Alibaba Group Holding Limited generated 8.1% revenue growth year over year in Q4 2026, vs 16.6% for its tracked competitors combined.
- Profitability: Its 10.0% net margin compares with 14.9% for the peer group.
- Scale: Alibaba Group Holding Limited ranks #4 of 168 companies by market capitalization in the Professional Services industry, holding 8.2% of industry market cap.
- Peer revenue share: Alibaba Group Holding Limited accounted for 41.2% of combined revenue among its tracked peer group, down from 43.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.60M compares with $0.49M for the peer group (1.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BABA Sales vs. its Competitors, Q4 2026
Alibaba Group Holding Limited reported revenue growth of 8.09 % year on year in Q4 2026, below its competitors' combined revenue growth of 16.58 %.
With a net margin of 9.98 %, Alibaba Group Holding Limited reported lower profitability than its competitors (14.87 %).
Alibaba Group Holding Limited generated 41.18 % of the combined sales of its peer group, down from 43.03 % a year earlier.
Alibaba Group Holding Limited vs. its Competitors, Q4 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Alibaba Group Holding Limited and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Alibaba Group Holding Limited | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Alibaba Group Holding Limited's competitor groups requires a Commercial License.
For context: the Professional Services industry grew revenue 6.8% year over year, combined, vs 8.1% for Alibaba Group Holding Limited. Alibaba Group Holding Limited's share of combined industry revenue moved from 25.77% to 26.08%, a gain of 0.31 percentage points.
Alibaba Group Holding Limited's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Alibaba Group Holding Limited | Yes | Yes | Yes | Yes |
| Competitors combined (21) | ||||
| High-Confidence Competitors (13) | ||||
| Similar-Size Competitors (8) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BABA Stock Performance relative to its Competitors
BABA Stock Performance relative to High-Confidence Competitors
BABA Stock Performance relative to Similar-Size Competitors
BABA Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Lightinthebox Holding Co Ltd | 282.9% | Outperformed |
| 2 | Fluent Inc | 282.9% | Outperformed |
| 3 | Jowell Global Ltd | 282.9% | Outperformed |
| 4 | Best Buy Co Inc | 282.9% | Outperformed |
| 5 | Ebay Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Alibaba Group Holding Limited's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Alibaba Group Holding Limited's Comment on Competition and Industry Peers
Consumers — We compete to attract, engage and retain consumers based on the variety and value of products and services listed on our platforms, the engagement of digital media and entertainment content available on our platforms, the overall user experience of our products and services and the effectiveness of our consumer protection measures.
Merchants, Brands, Retailers and other Businesses — We compete to attract
and retain merchants, brands and retailers based on the size and the engagement
of consumers on our platforms and the effectiveness of our products and services
to help them build brand awareness and engagement, acquire and retain customers,
complete transactions, expand service capabilities, protect intellectual property
rights and enhance operating efficiency. In addition, we compete to attract
and retain businesses of different sizes across various industries based on
the effectiveness of our cloud service offerings to help them enhance operating
efficiency and realize their digitalization transformation ambitions.
Marketers — We compete to attract and retain marketers, publishers and
demand side platforms operated by agencies based on the reach and engagement
of our properties, the depth of our consumer insights and the effectiveness
of our branding and marketing solutions.
Talent — We compete for motivated and capable talent, including engineers and product developers to build compelling apps, tools, and functions and to provide services for all participants in our digital economy.
Publicly Traded Peers of Alibaba Group Holding Limited
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Alibaba Group Holding Limited | 26,159.60 | 148,401.00 |
| Amazon com Inc | 2,683,773.45 | 776,231.00 |
| Pdd Holdings inc | 465,412.42 | 61,753.12 |
| Mercadolibre Inc | 86,814.57 | 35,182.00 |
| Jd com Inc | 79,245.57 | 187,197.00 |
| Ebay Inc | 48,830.60 | 12,008.00 |
| SUBTOTAL | 3,457,842.92 | 1,408,403.97 |
Sign in to see all competitors of Alibaba Group Holding Limited.
Sources: Alibaba Group Holding Limited's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Alibaba Group Holding Limited versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Alibaba Group Holding Limited's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Pop Culture Group Co Ltd | Named by the company | 85% |
| Jd com Inc | Named by the company | 85% |
| Jingbo Technology Inc | Named by the company | 85% |
| Booking Holdings Inc | Named by the company | 85% |
| Hyatt Hotels Corporation | Named by the company | 85% |
| Semtech Corp | Named by the company | 85% |
| Lazada | Named by the company | 85% |
| Cerence Inc | Named by the company | 85% |
| Jumia Technologies Ag | Named by the company | 85% |
| Xunlei Ltd | Named by the company | 85% |
| Ant Group | Named by the company | 85% |
| Cheer Holding Inc | Named by the company | 85% |
| ICLK | Named by the company | 85% |
| Sohu com Limited | Named by the company | 85% |
| Baidu Inc | Named by the company | 85% |
| Godaddy Inc | Named by the company | 85% |
| Dragon Victory International Ltd | Named by the company | 85% |
| Cainiao Network | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Alibaba Group Holding Limited's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Alibaba Group Holding Limited's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Alibaba Group Holding Limited | Alibaba International Digital Commerce Group 97.15 % |
| Amazon com Inc | North America 57.75 % |
| Mercadolibre Inc | Brazil 53.97 % |
| Jd com Inc | Jd Logistics 42.90 % |
| Coupang Inc | Product Commerce 83.84 % |
| Best Buy Co Inc | Domestic 91.81 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Sign in to see all peers for Alibaba Group Holding Limited.
Alibaba Group Holding Limited's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Alibaba Group Holding Limited | 26,160 | 603,993 | 60,256 |
| Amazon com Inc | 2,683,773 | 492,532 | 85,838 |
| Pdd Holdings inc | 465,412 | 6,431,276 | 1,457,123 |
| Mercadolibre Inc | 86,815 | 284,483 | 15,064 |
| Jd com Inc | 79,246 | 291,158 | 5,147 |
| Ebay Inc | 48,831 | 976,260 | 180,650 |
| PEERS TOTAL | 3,431,683 | 487,664 | 59,626 |
Sign in to see all peers for Alibaba Group Holding Limited.
Alibaba Group Holding Limited's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Ebay Inc | United States 56.10 % |
| Best Buy Co Inc | United States 91.81 % |
| Maplebear Inc | United States 95.30 % |
| Lightinthebox Holding Co Ltd | North America 59.42 % |
| Addentax Group Corp | HK 78.96 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Alibaba Group Holding Limited's Position in Industry Market Structure
Market-capitalization share and concentration across all 155 companies in Alibaba Group Holding Limited's industry classification, broader than the peer set above. Market cap in millions of $.Alibaba Group Holding Limited ranks #4 of 155 companies by market capitalization in its industry, holding 8.18 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,029, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Visa Inc | 705,447 | 22.66 % |
| 2 | Mastercard Incorporated | 500,352 | 16.07 % |
| 3 | Repay Holdings Corporation | 308,989 | 9.93 % |
| 4 | Alibaba Group Holding Limited | 254,590 | 8.18 % |
| 5 | Uber Technologies Inc | 1,234 | 5.2% |
| 6 | Accenture Plc | 1,234 | 5.2% |
| 7 | Pdd Holdings inc | 1,234 | 5.2% |
| 8 | Orix Corporation | 1,234 | 5.2% |
| 9 | Mercadolibre Inc | 1,234 | 5.2% |
| 10 | Uxin Limited | 1,234 | 5.2% |
Market cap and industry share for the rest of Alibaba Group Holding Limited's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Alibaba Group Holding Limited's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Visa Inc | 705,447 | 9.93 % |
| 2 | Mastercard Incorporated | 500,352 | -0.11 % |
| 3 | Repay Holdings Corporation | 308,989 | -27.54 % |
| 4 | Alibaba Group Holding Limited | 254,590 | -37.49 % |
| 5 | Uber Technologies Inc | 1,234 | 12.3% |
| 6 | Accenture Plc | 1,234 | 12.3% |
| 7 | Pdd Holdings inc | 1,234 | 12.3% |
| 8 | Orix Corporation | 1,234 | 12.3% |
| 9 | Mercadolibre Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Alibaba Group Holding Limited's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Alibaba Group Holding Limited's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Professional Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (230 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 39.81 % | 47.17 % (avg) | -7.4 pp |
| Operating Margin | 4.90 % | industry median | +2.3 pp |
| EBITDA Margin | 13.84 % | 5.74 % (avg) | +8.1 pp |
| Capital Intensity (Capex / Revenue) | 0.09 % | 4.25 % (avg) | -4.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Alibaba Group Holding Limited's Valuation vs Competitive Position
Valuation multiples vs the Professional Services industry average (230 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 2.4x | 25.6x | -23.2x |
| EV / EBITDA | 16.8x | 15.4x | +1.4x |
| P/B | 2.3x | 3.7x | -1.4x |
| Return on Equity | 9.63 % | industry aggregate | -12.01 % |
| Return on Invested Capital | 2.01 % | 5.25 % (avg) | -3.24 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Alibaba Group Holding Limited's Strategic Group Map
Every company in Alibaba Group Holding Limited's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Alibaba Group Holding Limited is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Alibaba Group Holding Limited's BCG Growth-Share Matrix
Relative market share (vs Alibaba Group Holding Limited's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Alibaba Group Holding Limited falls in the Dog quadrant: relative market share of 0.36x vs its largest competitor, in an industry growing revenue 5.2% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Alibaba Group Holding Limited's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,029 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.09 % vs industry average 4.25 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Alibaba Group Holding Limited's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Alibaba Group Holding Limited's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Alibaba Group Holding Limited's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Alibaba Group Holding Limited falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Alibaba Group Holding Limited's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Return on equity 12.0 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.36x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of tracked competitors (30.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-6.3% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Alibaba Group Holding Limited's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Alibaba Group Holding Limited | 0.28 | 1.28 | 0.10 |
| Amazon com Inc | 0.38 | 1.07 | 0.21 |
| Pdd Holdings inc | 0.51 | 2.43 | - |
| Mercadolibre Inc | 0.45 | 1.15 | 1.57 |
| Jd com Inc | 0.45 | 1.22 | 0.20 |
| Ebay Inc | 0.44 | 1.06 | 1.84 |
Sign in to see all peers for Alibaba Group Holding Limited.
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Alibaba Group Holding Limited's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Alibaba Group Holding Limited | Q1 2026 | +8.1 % | -14.7 % |
| Amazon com Inc | Q2 2026 | +19.9 % | +244.9 % |
| Pdd Holdings inc | Q4 2025 | +14.5 % | -9.2 % |
| Mercadolibre Inc | Q2 2026 | +49.8 % | -10.9 % |
| Jd com Inc | Q4 2025 | +17.9 % | -45.9 % |
| Ebay Inc | Q2 2026 | +14.8 % | +51.1 % |
| PEERS TOTAL | +29.7 % | +55.3 % |
Sign in to see all peers for Alibaba Group Holding Limited.
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Alibaba Group Holding Limited's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Alibaba Group Holding Limited | Q1 2026 | +8.3 % | - |
| Amazon com Inc | Q2 2026 | +18.5 % | +300.3 % |
| Pdd Holdings inc | Q4 2025 | +28.0 % | - |
| Mercadolibre Inc | Q2 2026 | +62.6 % | +53.7 % |
| Jd com Inc | Q4 2025 | +17.7 % | +52.5 % |
| Ebay Inc | Q2 2026 | +10.9 % | +120.8 % |
Sign in to see all peers for Alibaba Group Holding Limited.
Alibaba Group Holding Limited's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Alibaba Group Holding Limited | 5.35% | 7.11% | 9.63% |
| Amazon com Inc | 15.21% | 23.40% | 30.50% |
| Pdd Holdings inc | 15.53% | 23.33% | 23.67% |
| Mercadolibre Inc | 4.19% | 9.98% | 26.54% |
| Jd com Inc | 3.33% | 5.50% | 10.28% |
| Ebay Inc | 12.48% | 16.43% | 48.62% |
Sign in to see all peers for Alibaba Group Holding Limited.
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Alibaba Group Holding Limited's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Alibaba Group Holding Limited | 1.74 | 0.18 |
| Amazon com Inc | 19.79 | 3.46 |
| Pdd Holdings inc | 4.76 | 7.54 |
| Mercadolibre Inc | 46.58 | 2.47 |
| Jd com Inc | 4.13 | 0.42 |
| Ebay Inc | 22.27 | 4.07 |
| PEERS AVERAGE | 20.48 | 2.46 |
Sign in to see all peers for Alibaba Group Holding Limited.
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.