Amazon vs Alibaba Group Holding: Business Model & Financial Comparison 2026
Amazon · Consumer Cyclical / Internet Retail·Alibaba Group Holding · Consumer Cyclical / Internet Retail
Financial Comparison
| Metric | AMZNAmazon | BABAAlibaba Group Holding |
|---|---|---|
| Market Cap | $2.29T | $312.24B |
| Revenue (TTM) | $716.92B | $1.01T |
| Revenue Growth | 13.6% | 4.8% |
| Gross Margin | 50.3% | 41.2% |
| Operating Margin | 10.5% | 2.2% |
| Net Margin | 10.8% | 12.2% |
| Return on Equity | 22.3% | 11.2% |
| P/E (Trailing) | 30.6x | 17.2x |
| P/E (Forward) | 22.8x | 14.9x |
| Free Cash Flow | $23.79B | $-49.49B |
| Cash | $123.03B | $373.57B |
| Total Debt | $178.55B | $302.95B |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
Amazon
Amazon stands as the world's largest e-commerce and cloud computing company. Generating $716.92 billion in annual revenue (growing 13.6% year-over-year) and carrying a market capitalization of $2.35 trillion, the company has cemented its position as a foundational player in the global Internet Retail landscape. Under the leadership of Andy Jassy, Amazon continues to execute on a multi-year strategic vision that balances growth investment with sha…
Full Amazon analysis →Alibaba Group Holding
Alibaba Group Holding Limited stands as a leading company in Consumer Cyclical. Generating $1.01 trillion in annual revenue (growing 4.8% year-over-year) and carrying a market capitalization of $311.19 billion, the company has cemented its position as a foundational player in the global Internet Retail landscape. Under the leadership of its leadership team, Alibaba Group Holding Limited continues to execute on a multi-year strategic vision that b…
Full Alibaba Group Holding analysis →SWOT Analysis Comparison
Strengths
Amazon
- With a market capitalization of $2.35T, Amazon is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access that smaller co
- Amazon's gross margin of 50.3% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 10.5% demonstrates disciplined co
- Revenue grew 13.6% year-over-year to $716.92B, indicating strong demand for Amazon's products and services and outperformance relative to many industry peers.
Alibaba Group Holding
- With a market capitalization of $311.19B, Alibaba Group Holding Limited is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capit
- Alibaba Group Holding Limited's gross margin of 41.2% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 2.2% demon
Weaknesses
Amazon
- With 1,576,000 employees globally, Amazon faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller, nimbler compet
- Core retail operates near breakeven — AWS and advertising subsidize the e-commerce business
- Labor costs and warehouse expansion create ongoing capital intensity
Alibaba Group Holding
- Revenue growth of 4.8% is below what growth investors typically seek, suggesting market saturation in core businesses or increasing competitive pressure.
- With 126,661 employees globally, Alibaba Group Holding Limited faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that sm
Opportunities
Amazon
- Amazon operates in the Internet Retail segment of the broader Consumer Cyclical sector, which represents a $28 trillion global consumer spending market. Even modest share gains in this environment tra
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Amazon'
- With $123.03B in cash and strong free cash flow generation, Amazon is well-positioned to pursue strategic acquisitions that expand its capabilities, customer base, or geographic reach.
Alibaba Group Holding
- Alibaba Group Holding Limited operates in the Internet Retail segment of the broader Consumer Cyclical sector, which represents a $28 trillion global consumer spending market. Even modest share gains
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for Alibaba
- With $373.57B in cash and strong free cash flow generation, Alibaba Group Holding Limited is well-positioned to pursue strategic acquisitions that expand its capabilities, customer base, or geographic
Threats
Amazon
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Amazon's revenue is not fully insulated from macroeconomic cycles, and a recession scenario
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Amazon's business m
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
Alibaba Group Holding
- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. Alibaba Group Holding Limited's revenue is not fully insulated from macroeconomic cycles, an
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on Alibaba Group Holdi
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
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Open Comparison ToolAmazon vs Alibaba Group Holding: FAQ
- Is Amazon bigger than Alibaba Group Holding?
- By market capitalization, Amazon is larger at $2.29T vs Alibaba Group Holding's $312.24B.
- Which has better profit margins — Amazon or Alibaba Group Holding?
- Alibaba Group Holding has higher net profit margins (12.2%) compared to Amazon (10.8%). Gross and operating margins are compared in the table above.
- What sectors do Amazon and Alibaba Group Holding operate in?
- Amazon operates in the Consumer Cyclical sector (Internet Retail). Alibaba Group Holding operates in the Consumer Cyclical sector (Internet Retail).
- How does Amazon's revenue compare to Alibaba Group Holding's?
- Amazon generates $716.92B in annual revenue (TTM) while Alibaba Group Holding generates $1.01T. Alibaba Group Holding is the larger company by revenue as of 2026.