BABA
Alibaba Group Holding LimitedConsumer Cyclical · $258.8B market cap
Verdict
Share price
$105.85
close of Oct 3, 2026
Fair value
$108.10
Sticker Price
Payback Price
$43.24
buy price
BABA is Fairly Valued: at $105.85 it's within 2% of its fair value of $108.10. Its buy price (Payback Price) is $43.24, 59% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Justified P/B (Financials). It has earned a steady return on its equity for years, and its tangible assets are worth 48% of its share price. For a business like that, book value and the return on it are a sturdier guide than an earnings forecast.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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10 of the investors we track hold BABA. In Q2 2026, 2 opened a position, 2 added and 1 trimmed. Who we track
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$955.8M
9,957,970 shares
David Tepper
Appaloosa Management · as of Q2 2026
$192.0M
2,000,000 shares
Sarah Ketterer
Causeway Capital Management · as of Q2 2026
$95.5M
995,040 shares
Dennis Hong
ShawSpring Partners · as of Q2 2026
$39.3M
409,153 shares
Duan Yongping
H&H International Investment · as of Q2 2026
$28.9M
301,400 shares
Show all 10 holdersShow fewer
Francis Chou
Chou Associates · as of Q2 2026
$4.0M
41,900 shares
Richard Pzena
Pzena Investment Management · as of Q2 2026
$2.6M
26,761 shares
Bill Nygren
Oakmark Funds · as of Q2 2026
$1.5M
15,413 shares
Howard Marks
Oaktree Capital Management · as of Q2 2026
$886K
750,000 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$380K
3,960 shares
Moves in Q2 2026
New position: Howard Marks, Duan Yongping
Added: Bill Nygren, Dennis Hong
Trimmed: David Tepper
Insider activity
Since Jun 25, 2026: 3 open-market purchases worth $25.7M, 10 sales worth $84.4M and 40 other filings (stock awards, tax withholding and similar). Why purchases matter
Purchases
Tsai Joseph C
director · 2026-08-25
Bought
$10.4M
Wu Yongming
Chief Executive Officer · 2026-08-24
Bought
$5.0M
Tsai Joseph C
director · 2026-08-24
Bought
$10.3M
Sales
Jiang Fang
Chief People Officer · 2026-09-30
Sold
$12.0M
Xu Hong
Chief Financial Officer · 2026-09-25
Sold
$1.4M
Jiang Fang
Chief People Officer · 2026-09-25
Sold
$66K
Yu Siying
General Counsel · 2026-09-25
Sold
$92K
EVANS J. MICHAEL
President · 2026-06-29
Sold
$2.6M
Other filings
Xu Hong
Chief Financial Officer · 2026-09-25
Option exercise
200,000 shares
Xu Hong
Chief Financial Officer · 2026-09-25
Option exercise
9,000 shares
Xu Hong
Chief Financial Officer · 2026-09-25
Option exercise
10,000 shares
Jiang Fang
Chief People Officer · 2026-09-25
Option exercise
3,750 shares
Jiang Fang
Chief People Officer · 2026-09-25
Option exercise
2,667 shares
Show all 40 other filingsShow fewer
Jiang Fang
Chief People Officer · 2026-09-25
Option exercise
1,666 shares
Jiang Fang
Chief People Officer · 2026-09-25
Option exercise
1,664 shares
Yu Siying
General Counsel · 2026-09-25
Option exercise
7,500 shares
Yu Siying
General Counsel · 2026-09-25
Option exercise
2,667 shares
Yu Siying
General Counsel · 2026-09-25
Option exercise
3,328 shares
Jiang Fan (FJ)
CEO of Business Group · 2026-09-25
Option exercise
15,500 shares
Jiang Fan (FJ)
CEO of Business Group · 2026-09-25
Option exercise
7,334 shares
Jiang Fan (FJ)
CEO of Business Group · 2026-09-25
Option exercise
7,328 shares
Jiang Fan (FJ)
CEO of Business Group · 2026-09-25
Option exercise
640,000 shares
YANG JERRY
director · 2026-09-23
Award
32,000 shares
Ng Kong Ping Albert
director · 2026-09-23
Award
32,000 shares
Lee Irene Yun-Lien
director · 2026-09-23
Award
32,000 shares
Shan Weijian
director · 2026-09-23
Award
32,000 shares
Martello Wan Ling
director · 2026-09-23
Award
32,000 shares
Misra Kabir
director · 2026-09-23
Award
32,000 shares
Wu Maggie Wei
director · 2026-09-23
Award
32,000 shares
Wu Yongming
Chief Executive Officer · 2026-09-10
Option exercise
320,000 shares
Wu Yongming
Chief Executive Officer · 2026-07-01
Option exercise
13,333 shares
Wu Yongming
Chief Executive Officer · 2026-07-01
Option exercise
28,000 shares
Tsai Joseph C
director · 2026-07-01
Option exercise
3,333 shares
Tsai Joseph C
director · 2026-07-01
Option exercise
7,500 shares
Jiang Fang
Chief People Officer · 2026-06-25
Option exercise
1,672 shares
Jiang Fang
Chief People Officer · 2026-06-25
Option exercise
1,667 shares
Jiang Fang
Chief People Officer · 2026-06-25
Option exercise
2,667 shares
Jiang Fang
Chief People Officer · 2026-06-25
Option exercise
3,750 shares
Yu Siying
General Counsel · 2026-06-25
Option exercise
2,666 shares
Yu Siying
General Counsel · 2026-06-25
Option exercise
3,336 shares
Yu Siying
General Counsel · 2026-06-25
Option exercise
2,667 shares
Yu Siying
General Counsel · 2026-06-25
Option exercise
7,500 shares
Xu Hong
Chief Financial Officer · 2026-06-25
Option exercise
9,000 shares
Xu Hong
Chief Financial Officer · 2026-06-25
Option exercise
10,000 shares
Xu Hong
Chief Financial Officer · 2026-06-25
Option exercise
360,000 shares
Jiang Fan (FJ)
CEO of Business Group · 2026-06-25
Option exercise
7,336 shares
Jiang Fan (FJ)
CEO of Business Group · 2026-06-25
Option exercise
7,333 shares
Jiang Fan (FJ)
CEO of Business Group · 2026-06-25
Option exercise
15,500 shares
About Alibaba Group Holding Limited
Alibaba Group Holding Limited, through its various subsidiaries, furnishes crucial technological infrastructure and extensive marketing channels. This comprehensive support allows merchants, brands, retailers, and other businesses to effectively engage with their customer base, both within the People's Republic of China and across international markets. The company's operations are organized across seven primary…
Specialty Retail
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works