Amazon is used as a benchmark for Alibaba, trading at a forward P/E of 25.6 compared to Alibaba's 14, with better growth and operating margins.
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Should You Buy AliBaba Stock Right Now? | BABA Stock Analysis
Aug 24, 2026
Alibaba's AI business is a new growth driver, with triple-digit growth in proprietary accelerators and semiconductors. While overall revenue is up 11%, e-commerce in China is struggling due to economic deceleration and US tariffs. The company plans higher investments, which will impact margins, but management expects better ROIC from AI. Alibaba trades at a forward P/E of 14, significantly lower than Amazon's 25.6, a discount the creator believes is deserved due to Alibaba's weaker competitive dynamics and less favorable government environment in China.
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Alibaba's AI business is a new growth driver, but the company trades at a discount to Amazon due to weaker competitive dynamics and a less favorable government environment in China.
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