LIVE
BABA
Alibaba Group Holding Limited · Technology
$107.10
-20.32% this month
VERSUS
⟷
COMPARE
PDD
PDD Holdings Inc. · Technology
$79.56
-18.27% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
BABA
2
PDD
2
Comparison scoreboard
MIXED SETUPAI Score
BABA 41.5
PDD ✓42.0
1Y Return
BABA ✓-4.76%
PDD -22.19%
Fwd P/E
BABA 1.72
PDD ✓0.95
Target Up.
BABA ✓+78.81%
PDD +48.51%
Op. Margin
BABA N/A
PDD N/A
Metrics last refreshed: 6/20/2026
Quick take
BABA vs PDD Stock Comparison: AI Score, Valuation, Performance and Upside
Alibaba and PDD Holdings represent China's established e-commerce leader vs its fastest-growing challenger. PDD/Pinduoduo has taken significant market share from Alibaba in China through its factory-direct value model, and Temu is attempting to replicate this globally. Alibaba has greater business diversification (cloud, logistics, payments), while PDD is more concentrated in e-commerce with extraordinary growth momentum. Both carry China regulatory risk.
BABA vs PDD is the China e-commerce and cloud incumbent undergoing strategic restructuring after regulatory pressure with diversified business segments (Alibaba) versus the value-focused factory-direct e-commerce insurgent gaining China market share and aggressively expanding globally through Temu's ultra-low-price cross-border model (PDD Holdings) — diversified China tech incumbent vs high-growth concentrated e-commerce challenger.
Live analysis · updated 6/20/2026
BABA and PDD are closely matched — they split the tracked metrics evenly. BABA has delivered stronger 1-year price return (-4.76% vs -22.19%), though PDD trades at the lower forward P/E (0.95x vs 1.72x). Analyst consensus implies meaningfully more upside for BABA (+78.81%) than for PDD (+48.51%).
Normalized 1Y performance
BABA
PDD
Recent returns
BABA
PDD
Analyst price targets & sentiment
BABA · 40 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.4/5.0)
Price target range
analyst low$92.10
analyst high$258.65
analyst mean$191.51
current price$107.10
+78.8% upside to analyst mean
PDD · 34 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.9/5.0)
Price target range
analyst low$86.90
analyst high$170.27
analyst mean$118.15
current price$79.56
+48.5% upside to analyst mean
Who should consider this stock?
BABA may suit investors who:
- →prefer the diversified China tech conglomerate with e-commerce, cloud, logistics, and financial services providing multiple business segment exposure within one investment
- →value Alibaba's cloud computing business as China's largest cloud platform with enterprise and government customers providing technology services revenue beyond retail e-commerce
- →want China tech exposure to the incumbent market leader at potentially discounted valuations from regulatory overhang and PDD market share pressure
- →are comfortable with ongoing China regulatory risk, PDD competitive pressure on Taobao/Tmall market share, and China macro consumer spending cyclicality
PDD may suit investors who:
- →prefer the highest-growth China e-commerce company with Pinduoduo's factory-direct model disrupting traditional retailers and Temu's global expansion potentially capturing a new value consumer segment worldwide
- →value PDD's extraordinary Pinduoduo China growth momentum taking market share from larger incumbent players through structural cost and value advantages
- →want China tech growth exposure to the insurgent disrupting Alibaba and JD.com in China while simultaneously attempting global disruption through Temu's ultra-low-price model
- →are comfortable with Temu profitability uncertainty, US-China trade and tariff risk to Temu globally, and concentrated e-commerce exposure without Alibaba's business diversification
Performance & AI score
| Metric | BABA | PDD |
|---|---|---|
| AI score | 41.5 | 42.0 |
| AI rank | #939 | #899 |
| Latest close | $107.10 | $79.56 |
| 1M return | -20.32% | -18.27% |
| 6M return | -26.52% | -24.23% |
| 1Y return | -4.76% | -22.19% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BABA | PDD |
|---|---|---|
| 1Y ago | $9.61K (-3.9%) started 2025-06-18 | $7.78K (-22.2%) started 2025-06-18 |
| 5Y ago | $5.71K (-42.9%) started 2021-06-18 | $6.36K (-36.4%) started 2021-06-18 |
| 10Y ago | $15.51K (+55.1%) started 2016-06-20 | $29.8K (+198.0%) started 2018-07-26 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | BABA | PDD |
|---|---|---|
| Market cap | $256.95B | $113.25B |
| Trailing P/E | 16.50 | 8.36 |
| Forward P/E | 1.72 | 0.95 |
| Price/Sales | 0.25 | 0.26 |
| EV/Revenue | 0.28 | -0.71 |
| Analyst target | $191.51 | $118.15 |
| Target upside | +78.81% | +48.51% |
Growth, profitability & risk
| Metric | BABA | PDD |
|---|---|---|
| Revenue growth | 2.90% | 11.00% |
| Earnings growth | 104.10% | -14.90% |
| EPS growth | +104.10% | -14.90% |
| FCF margin | -4.31% | +16.19% |
| Operating margin | N/A | N/A |
| Profit margin | 10.12% | 21.62% |
| ROIC proxy | 9.22% | 25.40% |
| Return on equity | 9.22% | 25.40% |
| Dividend yield | 0.95% | 0.00% |
| Beta | 0.46 | -0.03 |
| Debt/equity | 25.01 | 1.21 |
| Current ratio | 1.28 | 2.54 |
| Quick ratio | 0.86 | 2.13 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
BABA max drawdown42.92%
PDD max drawdown42.40%
BABA max wkly drop15.43%
PDD max wkly drop16.02%
5Y risk snapshot
BABA max drawdown72.48%
PDD max drawdown80.88%
BABA max wkly drop25.12%
PDD max wkly drop38.90%
10Y risk snapshot
BABA max drawdown80.09%
PDD max drawdown87.41%
BABA max wkly drop25.12%
PDD max wkly drop38.90%
Performance metrics by period
| Period | Metric | BABA | PDD |
|---|---|---|---|
| 1Y | Growth | -4.76% | -22.19% |
| CAGR | -4.77% | -22.20% | |
| Sharpe ratio | 0.00 | -0.75 | |
| Max drawdown | 42.92% | 42.40% | |
| Max daily drop | 8.45% | 10.38% | |
| Max wkly drop | 15.43% | 16.02% | |
| 5Y | Growth | -46.39% | -36.37% |
| CAGR | -11.73% | -8.65% | |
| Sharpe ratio | -0.08 | 0.13 | |
| Max drawdown | 72.48% | 80.88% | |
| Max daily drop | 12.51% | 28.51% | |
| Max wkly drop | 25.12% | 38.90% | |
| 10Y | Growth | +45.63% | +197.98% |
| CAGR | +3.83% | +14.83% | |
| Sharpe ratio | 0.20 | 0.47 | |
| Max drawdown | 80.09% | 87.41% | |
| Max daily drop | 13.34% | 28.51% | |
| Max wkly drop | 25.12% | 38.90% |
Business comparison
| Category | BABA | PDD |
|---|---|---|
| Company | Alibaba Group Holding Limited | PDD Holdings Inc. |
| Sector | Technology | Technology |
| Industry | N/A | N/A |
| Core business | Alibaba is China's largest e-commerce and cloud computing company. Alibaba's China commerce segment includes Taobao (consumer marketplace), Tmall (brand stores), and Freshippo grocery. International commerce includes AliExpress and Lazada Southeast Asia. Alibaba Cloud is China's largest cloud platform. Alibaba also owns Cainiao logistics, Ele.me food delivery, and Ant Group financial stake. Alibaba underwent significant regulatory pressure from the Chinese government (2021 record fine, regulatory overhaul), limiting its growth and causing management changes. Alibaba has been undergoing strategic restructuring — spinning off or separating business units. | PDD Holdings operates Pinduoduo (China's second-largest e-commerce platform) and Temu (aggressive global cross-border e-commerce expansion into US, Europe, and other markets). Pinduoduo's group-buying model offers extreme value by connecting consumers directly to Chinese manufacturers — undercutting traditional e-commerce platforms by eliminating supply chain intermediaries. Temu replicates this model globally — offering Chinese-manufactured goods directly to US and European consumers at dramatically low prices. PDD has grown faster than Alibaba and JD.com in recent years. |
| Investor focus | Investors track China commerce GMV, Alibaba Cloud growth, international commerce growth, and strategic restructuring outcomes. | Investors track Temu global MAU and GMV, Pinduoduo China market share gains, profitability of Temu vs Pinduoduo, and regulatory risk to Temu in US and European markets. |
BABA strengths
- →China e-commerce market leadership: Taobao/Tmall remain the largest China online retail platforms by GMV despite significant share loss to JD.com and Pinduoduo
- →Alibaba Cloud: the largest China cloud computing platform with significant enterprise and government cloud customer base in China and internationally
- →Ant Group financial stake: Alibaba's stake in Ant Group (Alipay) provides exposure to China's largest digital payment and financial services platform
PDD strengths
- →Factory-direct value model: Pinduoduo and Temu's manufacturer-direct model eliminates retail and supply chain intermediaries — offering prices Chinese consumers and global consumers find extremely compelling
- →Temu's aggressive US and European expansion: rapidly became one of the most downloaded US apps — creating a new consumer segment of value-oriented shoppers comfortable with 2–4 week delivery from China
- →Faster growth than any other China e-commerce player: PDD gained significant China market share from Alibaba and JD.com by focusing on value and agricultural products
Risks to watch — BABA
- →PDD Holdings' Pinduoduo and Temu are taking China commerce market share from Alibaba — value-oriented Chinese consumers increasingly prefer Pinduoduo's factory-direct model
- →Chinese regulatory risk: the CCP's regulatory crackdown on big tech (2021) created lasting uncertainty about Alibaba's growth ceiling and business model freedom
- →China macro slowdown reduces consumer spending on Alibaba's Taobao/Tmall platforms across discretionary categories
Risks to watch — PDD
- →Temu profitability: Temu is spending aggressively on customer acquisition (Super Bowl ads, app download incentives) — whether Temu is profitable or subsidized growth is a key question
- →US-China trade and regulatory risk: potential tariffs, export restrictions, or Temu platform bans in the US/Europe create existential risk for Temu's international revenue
- →Pinduoduo regulatory risk in China: PDD faces the same Chinese regulatory environment that constrained Alibaba, with particular sensitivity to social commerce and agricultural platform practices
Frequently asked questions
Free public comparison
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Related comparisons
More comparisons
Browse all 1,000 comparisons →