Alibaba Group Holding Limited

AI-generated fair value estimate for this company.

Method: 10-year unlevered FCF DCF on consolidated Alibaba: $16B normalized forward FCF base (reflecting a return to a mature FCF margin as the current AI/cloud capex cycle moderates, versus -$11.41B TTM reported FCF); 8% FCF growth years 1-5 (cloud/international commerce), 5% years 6-10; 10% discount rate (China regulatory/macro risk); 3% terminal growth; $17.54B net cash; result of ~$131.35 per BABA ADS divided by the 8-ordinary-shares-per-ADS ratio to get the per-ordinary-share (BABAF) value

Reasoning: BABAF represents Alibaba's Hong Kong-listed ordinary shares traded OTC in the U.S., economically identical to the BABA ADS but at 1/8th the per-unit claim, so the same enterprise DCF is used and simply rescaled by the published ADS ratio