Alibaba Group Holding Limited (BABA) vs Sea Limited Sponsored ADR (SE)

Alibaba Group Holding Limited and Sea Limited Sponsored ADR are both Internet Retail companies. Alibaba Group Holding Limited is the larger, with a market value of $268.9B against $42.9B — 6.3× the size. Alibaba Group Holding Limited trades at the lower P/E: 23.8× against 27.9×. Sea Limited Sponsored ADR grew revenue faster over the last twelve months: 43.1% against 10.9%. Alibaba Group Holding Limited has the higher net margin (7.09% vs 5.94%) and the lower return on invested capital (2.99% vs 51.6%). Across the 21 metrics below, Sea Limited Sponsored ADR leads on 16 and Alibaba Group Holding Limited on 5.

Valuation

Metric BABA SE Internet Retail median
P/E 23.85 27.93 23.90
P/S 1.65 1.74 0.71
P/B 1.55 3.69 1.80
Price to free cash flow n/m 14.48 15.07
EV/EBITDA 34.37 16.58 17.34
EV/Sales 1.49 1.37 0.77
Earnings yield 4.19% 3.58% 0.46%
Free cash flow yield (10.61%) 6.91% (0.39%)

Profitability

Metric BABA SE Internet Retail median
Gross margin 38.26% 44.34% 44.04%
Operating margin 4.34% 8.24% 0.08%
Net margin 7.09% 5.94% 1.15%
Free cash flow margin 7.52% 18.81% 0.00%
Return on equity 6.93% 14.43% 0.00%
Return on assets 3.98% 5.73% 0.00%
Return on invested capital 2.99% 51.63% 0.00%

Growth

Metric BABA SE Internet Retail median
Revenue growth (TTM) 10.89% 43.06% 10.82%
EPS growth (last fiscal year) (13.55%) 240.54% 19.82%
Revenue growth, 5-year CAGR 6.27% 39.28% 10.81%
Net income growth, 5-year CAGR (7.72%) 0.00% 0.00%

Health

Metric BABA SE Internet Retail median
Debt to equity 0.24 0.09 0.12
Current ratio 1.36 1.49 1.52
Net debt to EBITDA (0.93) (5.33) (0.66)

Dividend

Metric BABA SE Internet Retail median
Dividend yield 0.97% — 1.66%
Payout ratio 0.23 — 0.27

Size

Metric BABA SE Internet Retail median
Market cap 268.85b 42.88b 566.40m

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