- Alibaba’s 4Q revenue reported at 221.87 billion yuan, marking a 6.6% year-on-year increase, fairly meeting the estimated 219.79 billion yuan.
- Total revenue from Taobao and Tmall Group was 93.22 billion yuan, a significant quarter-on-quarter drop of 28%, slightly surpassing an estimated 92.53 billion yuan.
- Revenue from Alibaba International Digital Commerce Group was 27.45 billion yuan, a 3.7% decrease from the last quarter, however, it exceeded the estimated 25.6 billion yuan.
- Local Services Group revenue fell 3.5% from the last quarter to 14.63 billion yuan, beating its estimate of 14.1 billion yuan.
- Cainiao Smart Logistics Network Limited reported a revenue of 24.56 billion yuan, a 14% quarter-on-quarter slump but greater than its estimated 22.18 billion yuan.
- Cloud Intelligence Group’s revenue recorded 25.60 billion yuan, marking an 8.8% quarter-on-quarter decrease.
- Digital Media and Entertainment Group’s revenue was lower than expected at 4.95 billion yuan, a 1.9% decrease from the previous quarter against the estimated 5.26 billion yuan.
- Adjusted earnings per American depositary receipts fell from 10.71 yuan the previous year to 10.14 yuan this year.
- Adjusted Ebitda stands at 30.81 billion yuan, a 4.1% year-on-year drop, slightly above the estimated 30.38 billion yuan.
- Adjusted net income declined 11% year on year to 24.42 billion yuan.
- Other revenues reported an increase of 9.4% quarter on quarter at 51.46 billion yuan, higher than its estimated 50.27 billion yuan.
- Out of a total 50 predictions, 41 of them are buys, 9 are holds, while none are sells.
Alibaba Group Holding on Smartkarma
Analyst coverage of Alibaba Group Holding on Smartkarma showcases a range of insights and views from top independent analysts. Eric Chen‘s report titled “Alibaba (BABA US): Margin Pressure Overstated” suggests that consensus may be overstating margin pressure for Alibaba’s March quarter results, projecting a potential 50% upside to the current price. Ming Lu‘s analysis in “Alibaba (BABA US) 4Q24 Preview: Many Moves Under One-Digit Growth, 46% Upside” highlights the company’s active efforts to boost revenue growth in the long term, foreseeing a significant upside potential of 46%.
In addition, Ying Pan‘s report “Spending on Customers Precedes Customer Spending” anticipates Alibaba prioritizing the growth of AliCloud and AliExpress despite near-term profitability concerns, maintaining a BUY rating with a target price of US$85. Another insight from Caixin Global discusses how Alibaba and Tencent are collaborating to integrate their respective meeting platforms, enhancing user experience and interaction between their apps. This diverse analyst coverage provides investors with valuable perspectives on Alibaba’s performance and future prospects.
A look at Alibaba Group Holding Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 5 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Alibaba Group Holding Limited, a major player in online sales services, currently holds a solid position with high ratings in several key areas. With a strong emphasis on resilience and value, the company is well-positioned for long-term success. The Smartkarma Smart Scores for Alibaba Group Holding highlight its strengths in these areas, with impressive scores in Value, Resilience, and Momentum. This indicates a positive overall outlook for the company’s future prospects.
Despite scoring slightly lower in areas such as Dividend and Growth, Alibaba Group Holding’s core strengths in Value, Resilience, and Momentum paint a promising picture. As the company continues to expand its reach and innovate within the online sales industry, investors can take comfort in its stable foundation and growth potential. Overall, Alibaba Group Holding’s strong performance in key areas bodes well for its long-term trajectory within the online sales and e-commerce market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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