BABA vs. CVNA: Alibaba vs. Carvana Stock Comparison

October 14, 2026

How do Alibaba (BABA) and Carvana (CVNA) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Alibaba (BABA) and Carvana (CVNA) both fall under the Consumer Discretionary Distribution & Retail industry group, but BABA is classified in Broadline Retail while CVNA is classified in Specialty Retail.

Carvana (CVNA) trades as ordinary local shares, while Alibaba (BABA) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for Alibaba (BABA) and Carvana (CVNA)
Profile Item	BABA	CVNA
Name	Alibaba Group Holding Ltd. ADR	Carvana Co. Class A Common Stock
Country/Region	China	United States
GICS Sector	Consumer Discretionary	Consumer Discretionary
GICS Industry Group	Consumer Discretionary Distribution & Retail	Consumer Discretionary Distribution & Retail
GICS Industry	Broadline Retail	Specialty Retail
GICS Sub-Industry	Broadline Retail	Automotive Retail
Market Capitalization	275.59 billion USD	65.96 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	September 19, 2014	April 28, 2017
Security Type	ADR	Common Stock

Price Performance

Cumulative Growth

BABA

CVNA

GSPC

Alibaba (BABA) vs. Carvana (CVNA), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Alibaba (BABA) and Carvana (CVNA). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Alibaba (BABA) and Carvana (CVNA). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Alibaba (BABA) and Carvana (CVNA)
Metric	BABA	CVNA
Total Return (1Y)	-32.57%	-12.94%
Total Return (3Y, Annualized)	12.12%	105.63%
Total Return (5Y, Annualized)	-6.69%	0.83%

Risk Profile

Drawdown History

BABA

CVNA

GSPC

Alibaba (BABA) vs. Carvana (CVNA), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Alibaba (BABA) and Carvana (CVNA). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Carvana (CVNA) has a highly aggressive beta of 3.66, indicating much higher sensitivity to broad-market moves, while Alibaba (BABA) is defensive at 0.44 and tends to be less market-sensitive — a wide gap in beta profiles.

Risk profile metrics for Alibaba (BABA) and Carvana (CVNA)
Metric	BABA	CVNA
Volatility (1Y, Annualized)	40.91%	61.80%
Beta (5Y)	0.44	3.66
Max Drawdown (5Y)	-64.46%	-98.77%
Avg. Volume (3M)	10.19M	8.57M

Risk-Adjusted Performance

Risk-Return Positioning

BABA and CVNA are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Alibaba (BABA) and Carvana (CVNA)
Metric	BABA	CVNA
Sharpe Ratio (1Y)	-0.90	-0.28
Sortino Ratio (1Y)	-1.37	-0.39

Profitability

ROE (TTM)

Carvana (CVNA) at 58.77% sits in the top ROE quartile, while Alibaba (BABA) at 6.36% is in the bottom quartile, showing a clear gap in returns on equity.

BABA

Consumer Discretionary Distribution & Retail industry group

6.36%

Max: 62.17%
Q3: 32.42%
Median: 15.81%
Q1: 6.44%
BABA: 6.36%
Min: -20.00%

CVNA

Consumer Discretionary Distribution & Retail industry group

58.77%

Max: 62.17%
CVNA: 58.77%
Q3: 32.42%
Median: 15.81%
Q1: 6.44%
Min: -20.00%

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their ROE against the Consumer Discretionary Distribution & Retail industry group benchmark.

Net Margin (TTM)

Both Alibaba (BABA) at 7.04% and Carvana (CVNA) at 6.26% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

BABA

Consumer Discretionary Distribution & Retail industry group

7.04%

Max: 18.57%
Q3: 8.71%
BABA: 7.04%
Median: 4.29%
Q1: 1.17%
Min: -9.41%

CVNA

Consumer Discretionary Distribution & Retail industry group

6.26%

Max: 18.57%
Q3: 8.71%
CVNA: 6.26%
Median: 4.29%
Q1: 1.17%
Min: -9.41%

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

Both Alibaba (BABA) at 7.30% and Carvana (CVNA) at 9.22% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BABA

Consumer Discretionary Distribution & Retail industry group

7.30%

Max: 24.71%
Q3: 11.60%
BABA: 7.30%
Median: 6.20%
Q1: 2.73%
Min: -6.74%

CVNA

Consumer Discretionary Distribution & Retail industry group

9.22%

Max: 24.71%
Q3: 11.60%
CVNA: 9.22%
Median: 6.20%
Q1: 2.73%
Min: -6.74%

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for Alibaba (BABA) and Carvana (CVNA)
Metric	BABA	CVNA
ROE (TTM)	6.36%	58.77%
ROA (TTM)	1.56%	11.70%
Net Margin (TTM)	7.04%	6.26%
Operating Margin (TTM)	7.30%	9.22%
Gross Margin (TTM)	38.20%	19.37%

Growth

Revenue Growth

Carvana (CVNA) at 48.63% clears its industry range for revenue growth, far stronger top-line momentum than Alibaba (BABA) at 2.74%, which is closer to a typical peer reading.

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their Revenue Growth across different time periods.

EPS Growth

Carvana (CVNA) at 431.45% clears its industry range for EPS growth, a much stronger earnings trajectory than Alibaba (BABA) at -17.91%, which is closer to a typical peer reading.

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Alibaba (BABA) and Carvana (CVNA)
Metric	BABA	CVNA
Revenue Growth (YoY)	2.74%	48.63%
Revenue Growth (3Y CAGR)	5.62%	14.31%
EPS Growth (YoY)	-17.91%	431.45%
EPS Growth (3Y CAGR)	17.05%	--

Financial Strength

Current Ratio (MRQ)

Alibaba (BABA) at 1.36 keeps current ratio within its industry’s typical mid-range, while Carvana (CVNA) at 3.93 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

BABA

Consumer Discretionary Distribution & Retail industry group

1.36

Max: 2.67
Q3: 1.80
BABA: 1.36
Median: 1.36
Q1: 1.02
Min: 0.49

CVNA

Consumer Discretionary Distribution & Retail industry group

3.93

CVNA: 3.93
Max: 2.67
Q3: 1.80
Median: 1.36
Q1: 1.02
Min: 0.49

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Alibaba (BABA) at 0.24 keeps leverage in the lower industry quartile, while Carvana (CVNA) at 1.11 runs a more typical debt-to-equity mix.

BABA

Consumer Discretionary Distribution & Retail industry group

0.24

Max: 3.53
Q3: 1.84
Median: 1.11
Q1: 0.70
BABA: 0.24
Min: 0.01

CVNA

Consumer Discretionary Distribution & Retail industry group

1.11

Max: 3.53
Q3: 1.84
CVNA: 1.11
Median: 1.11
Q1: 0.70
Min: 0.01

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their debt-to-equity ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Alibaba (BABA) and Carvana (CVNA)
Metric	BABA	CVNA
Current Ratio (MRQ)	1.36	3.93
Debt / Equity (MRQ)	0.24	1.11
Net Debt / EBITDA	-1.20	1.02

Dividends

Dividend Yield (TTM)

Carvana (CVNA) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Alibaba (BABA) reports a yield of 6.50%, ranking against industry peers normally.

BABA

Consumer Discretionary Distribution & Retail industry group

6.50%

BABA: 6.50%
Max: 6.50%
Q3: 2.72%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

CVNA

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 6.50%
Q3: 2.72%
CVNA: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

Carvana (CVNA) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Alibaba (BABA) reports a payout of 25.44%, ranking against industry peers normally.

BABA

Consumer Discretionary Distribution & Retail industry group

25.44%

Max: 72.73%
Q3: 29.75%
BABA: 25.44%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

CVNA

Consumer Discretionary Distribution & Retail industry group

0.00%

Max: 72.73%
Q3: 29.75%
CVNA: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for Alibaba (BABA) and Carvana (CVNA)
Metric	BABA	CVNA
Dividend Yield (TTM)	6.50%	0.00%
Dividend Payout Ratio (TTM)	25.44%	0.00%

Valuation

P/E Ratio (TTM)

Both Alibaba (BABA) at 26.82 and Carvana (CVNA) at 31.49 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

BABA

Consumer Discretionary Distribution & Retail industry group

26.82

Max: 37.23
BABA: 26.82
Q3: 24.09
Median: 17.91
Q1: 12.28
Min: 0.91

CVNA

Consumer Discretionary Distribution & Retail industry group

31.49

Max: 37.23
CVNA: 31.49
Q3: 24.09
Median: 17.91
Q1: 12.28
Min: 0.91

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their P/E ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/S Ratio (TTM)

Alibaba (BABA) at 0.26 looks cheap on sales in the lower P/S ratio quartile, while Carvana (CVNA) at 2.63 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

BABA

Consumer Discretionary Distribution & Retail industry group

0.26

Max: 3.87
Q3: 1.71
Median: 0.66
Q1: 0.27
BABA: 0.26
Min: 0.03

CVNA

Consumer Discretionary Distribution & Retail industry group

2.63

Max: 3.87
CVNA: 2.63
Q3: 1.71
Median: 0.66
Q1: 0.27
Min: 0.03

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

Alibaba (BABA) at 1.65 sits near its industry’s typical P/B ratio, while Carvana (CVNA) at 10.62 prices above its benchmark range — CVNA looks rich relative to book.

BABA

Consumer Discretionary Distribution & Retail industry group

1.65

Max: 9.23
Q3: 4.75
Median: 1.95
BABA: 1.65
Q1: 1.03
Min: -3.33

CVNA

Consumer Discretionary Distribution & Retail industry group

10.62

CVNA: 10.62
Max: 9.23
Q3: 4.75
Median: 1.95
Q1: 1.03
Min: -3.33

Alibaba (BABA) vs. Carvana (CVNA): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for Alibaba (BABA) and Carvana (CVNA)
Metric	BABA	CVNA
P/E Ratio (TTM)	26.82	31.49
P/S Ratio (TTM)	0.26	2.63
P/B Ratio (MRQ)	1.65	10.62
Free Cash Flow Yield (TTM)	-29.99%	0.64%