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BABA vs. PDD: Alibaba vs. PDD Stock Comparison

How do Alibaba (BABA) and PDD (PDD) 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 PDD (PDD) are both classified in the Broadline Retail sub-industry within the broader Broadline Retail industry, placing them in the closest GICS peer bucket.

Both Alibaba (BABA) and PDD (PDD) trade as ADRs — their core financials are comparable, but keep FX, depositary-program fees, and dividend withholding in view for each.

Company profile comparison for Alibaba (BABA) and PDD (PDD)
Profile ItemBABAPDD
NameAlibaba Group Holding Limited SP ADRPDD Holdings Inc. American Depositary Shares
Country/RegionChinaIreland
GICS SectorConsumer DiscretionaryConsumer Discretionary
GICS Industry GroupConsumer Discretionary Distribution & RetailConsumer Discretionary Distribution & Retail
GICS IndustryBroadline RetailBroadline Retail
GICS Sub-IndustryBroadline RetailBroadline Retail
Market Capitalization227.59 billion USD108.96 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateSeptember 19, 2014July 26, 2018
Security TypeADRADR

Price Performance

Cumulative Growth

BABA
PDD
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Alibaba (BABA) vs. PDD (PDD): 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 PDD (PDD). Returns over one year are annualized.

Performance Metrics

Price performance metrics for Alibaba (BABA) and PDD (PDD)
MetricBABAPDD
Total Return (1Y)-16.02%-27.61%

Risk Profile

Drawdown History

BABA
PDD
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Alibaba (BABA) vs. PDD (PDD): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Risk Metrics

Risk profile metrics for Alibaba (BABA) and PDD (PDD)
MetricBABAPDD
Volatility (1Y, Annualized)44.05%32.72%
Beta (5Y)0.540.01
Avg. Volume (3M)11.41M8.90M

Risk-Adjusted Performance

Risk-Return Positioning

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BABA and PDD 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.

Profitability

ROE (TTM)

Both Alibaba (BABA) at 9.22% and PDD (PDD) at 25.40% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

BABA

Consumer Discretionary Distribution & Retail industry group

9.22%

Max
63.82%
Q3
31.88%
Median
13.78%
BABA
9.22%
Q1
5.30%
Min
-29.94%

PDD

Consumer Discretionary Distribution & Retail industry group

25.40%

Max
63.82%
Q3
31.88%
PDD
25.40%
Median
13.78%
Q1
5.30%
Min
-29.94%
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Alibaba (BABA) vs. PDD (PDD): A comparison of their ROE against the Consumer Discretionary Distribution & Retail industry group benchmark.

Net Margin (TTM)

PDD (PDD) at 21.62% keeps the most of each sales dollar — above its industry’s net margin range — and Alibaba (BABA) at 10.12% also retains a top-quartile share.

BABA

Consumer Discretionary Distribution & Retail industry group

10.12%

Max
20.45%
BABA
10.12%
Q3
8.98%
Median
3.75%
Q1
0.65%
Min
-11.15%

PDD

Consumer Discretionary Distribution & Retail industry group

21.62%

PDD
21.62%
Max
20.45%
Q3
8.98%
Median
3.75%
Q1
0.65%
Min
-11.15%
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Alibaba (BABA) vs. PDD (PDD): A comparison of their net margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Operating Margin (TTM)

PDD (PDD) at 18.42% carries a top-quartile operating margin, while Alibaba (BABA) at 1.02% operates in the bottom quartile.

BABA

Consumer Discretionary Distribution & Retail industry group

1.02%

Max
23.15%
Q3
11.13%
Median
4.71%
Q1
1.65%
BABA
1.02%
Min
-8.71%

PDD

Consumer Discretionary Distribution & Retail industry group

18.42%

Max
23.15%
PDD
18.42%
Q3
11.13%
Median
4.71%
Q1
1.65%
Min
-8.71%
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Alibaba (BABA) vs. PDD (PDD): A comparison of their operating margin against the Consumer Discretionary Distribution & Retail industry group benchmark.

Profitability Metrics

Profitability metrics for Alibaba (BABA) and PDD (PDD)
MetricBABAPDD
ROE (TTM)9.22%25.40%
ROA (TTM)2.12%10.33%
Net Margin (TTM)10.12%21.62%
Operating Margin (TTM)1.02%18.42%
Gross Margin (TTM)39.81%55.98%

Growth

Revenue Growth

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

Revenue Growth Metrics

Revenue growth metrics for Alibaba (BABA) and PDD (PDD)
MetricBABAPDD
Revenue Growth (YoY)2.74%9.65%
Revenue Growth (3Y CAGR)5.62%49.00%

EPS Growth

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

EPS Growth Metrics

EPS growth metrics for Alibaba (BABA) and PDD (PDD)
MetricBABAPDD
EPS Growth (YoY)-17.91%-11.79%
EPS Growth (3Y CAGR)17.05%45.15%

Financial Strength

Current Ratio (MRQ)

Alibaba (BABA) at 1.28 keeps current ratio within its industry’s typical mid-range, while PDD (PDD) at 2.54 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

1.28

Max
2.97
Q3
1.84
Median
1.38
BABA
1.28
Q1
1.03
Min
0.46

PDD

Consumer Discretionary Distribution & Retail industry group

2.54

Max
2.97
PDD
2.54
Q3
1.84
Median
1.38
Q1
1.03
Min
0.46
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Alibaba (BABA) vs. PDD (PDD): A comparison of their current ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Debt / Equity (MRQ)

Both Alibaba (BABA) at 0.25 and PDD (PDD) at 0.01 keep leverage in the lower quartile of their industries, with less balance-sheet debt relative to equity than most peers.

BABA

Consumer Discretionary Distribution & Retail industry group

0.25

Max
3.27
Q3
1.84
Median
1.10
Q1
0.72
BABA
0.25
Min
0.01

PDD

Consumer Discretionary Distribution & Retail industry group

0.01

Max
3.27
Q3
1.84
Median
1.10
Q1
0.72
PDD
0.01
Min
0.01
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Alibaba (BABA) vs. PDD (PDD): 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 PDD (PDD)
MetricBABAPDD
Current Ratio (MRQ)1.282.54
Debt / Equity (MRQ)0.250.01
Net Debt / EBITDA-0.32-4.44

Dividends

Dividend Yield (TTM)

PDD (PDD) 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 7.62%, ranking against industry peers normally.

BABA

Consumer Discretionary Distribution & Retail industry group

7.62%

BABA
7.62%
Max
5.17%
Q3
2.25%
Median
0.00%
Q1
0.00%
Min
0.00%

PDD

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
5.17%
Q3
2.25%
PDD
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Alibaba (BABA) vs. PDD (PDD): A comparison of their dividend yield against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Payout Ratio (TTM)

PDD (PDD) 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 17.12%, ranking against industry peers normally.

BABA

Consumer Discretionary Distribution & Retail industry group

17.12%

Max
78.51%
Q3
33.07%
BABA
17.12%
Median
0.00%
Q1
0.00%
Min
0.00%

PDD

Consumer Discretionary Distribution & Retail industry group

0.00%

Max
78.51%
Q3
33.07%
PDD
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Alibaba (BABA) vs. PDD (PDD): A comparison of their payout ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Dividend Metrics

Dividend metrics for Alibaba (BABA) and PDD (PDD)
MetricBABAPDD
Dividend Yield (TTM)7.62%0.00%
Dividend Payout Ratio (TTM)17.12%0.00%

Valuation

P/E Ratio (TTM)

PDD (PDD) at 8.06 sits in the cheaper P/E ratio quartile, while Alibaba (BABA) at 14.63 is closer to its industry’s usual earnings multiple — a discount for PDD, though growth and earnings durability still matter.

BABA

Consumer Discretionary Distribution & Retail industry group

14.63

Max
55.52
Q3
31.10
Median
19.50
BABA
14.63
Q1
12.14
Min
1.08

PDD

Consumer Discretionary Distribution & Retail industry group

8.06

Max
55.52
Q3
31.10
Median
19.50
Q1
12.14
PDD
8.06
Min
1.08
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Alibaba (BABA) vs. PDD (PDD): A comparison of their P/E ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/S Ratio (TTM)

Both Alibaba (BABA) at 0.22 and PDD (PDD) at 0.25 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

BABA

Consumer Discretionary Distribution & Retail industry group

0.22

Max
3.57
Q3
1.70
Median
0.75
Q1
0.27
BABA
0.22
Min
0.03

PDD

Consumer Discretionary Distribution & Retail industry group

0.25

Max
3.57
Q3
1.70
Median
0.75
Q1
0.27
PDD
0.25
Min
0.03
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Alibaba (BABA) vs. PDD (PDD): A comparison of their P/S ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Alibaba (BABA) at 1.41 and PDD (PDD) at 1.72 are valued close to their industries’ norm against book — neither stands out from peers.

BABA

Consumer Discretionary Distribution & Retail industry group

1.41

Max
11.98
Q3
5.66
Median
2.19
BABA
1.41
Q1
1.09
Min
-4.38

PDD

Consumer Discretionary Distribution & Retail industry group

1.72

Max
11.98
Q3
5.66
Median
2.19
PDD
1.72
Q1
1.09
Min
-4.38
Loading chart…
Alibaba (BABA) vs. PDD (PDD): A comparison of their P/B ratio against the Consumer Discretionary Distribution & Retail industry group benchmark.

Valuation Metrics

Valuation metrics for Alibaba (BABA) and PDD (PDD)
MetricBABAPDD
P/E Ratio (TTM)14.638.06
P/S Ratio (TTM)0.220.25
P/B Ratio (MRQ)1.411.72
Free Cash Flow Yield (TTM)-19.37%65.75%