Alibaba Group Holding Limited

AI-generated fair value estimate for this company.

Method: Forward P/E multiple on normalized EPS: BBAAY represents Alibaba ordinary shares (1 BABA ADS = 8 ordinary shares), so FY2026 EPS per ordinary share is approximately $0.80 (from ~$15.0B net income divided by ~19.9B ordinary shares implied by 2.49B ADS-equivalent). Applying a 15x justified P/E (consistent with a ~9% long-term EPS CAGR and Alibaba's historical 12-18x range) gives $0.80 x 15, approximately $12.00/ordinary share (approximately $96/ADS).

Reasoning: Alibaba is a mature but still-growing e-commerce/cloud company; a normalized-EPS multiple approach best captures its blended profile of slowing core commerce growth offset by AI/cloud optionality, discounted somewhat for China regulatory/geopolitical risk.