BABA vs DIDIY
Alibaba Group Holding Ltd. and DiDi Global Inc., side by side — 5 fiscal years reported in CNY, drawn from SEC filings.
Most recent reported year
| Metric | BABA | DIDIY |
|---|---|---|
| Revenue | CNY 1.0T | CNY 192.4B |
| Net income | CNY 103.6B | CNY 493.5M |
| Gross margin | 39.8% | 15.3% |
| Net margin | 10.0% | 0.3% |
| Return on equity | 10.0% | 0.5% |
| Diluted EPS | CNY 5.50 | CNY 0.41 |
| Dividend / share | · | · |
| Payout ratio | 32.6% | · |
| Free cash flow | · | CNY 5.3B |
| Equity | CNY 1.1T | CNY 97.8B |
| Net debt / equity | · | −0.27× |
| Current ratio | 1.28× | 2.29× |
| Revenue CAGR 5y | 7.4% | · |
| Profit CAGR 5y | −7.2% | · |
BABA bills 5.3× the revenue of DIDIY, and keeps more of each dollar of revenue as profit (10.0% against 0.3%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
5 years side by side
| Fiscal year | BABA | DIDIY |
|---|---|---|
| FY2023 | CNY 941.2B | CNY 192.4B |
| FY2022 | CNY 868.7B | CNY 140.8B |
| FY2021 | CNY 853.1B | CNY 173.8B |
| FY2020 | CNY 717.3B | CNY 141.7B |
| FY2019 | CNY 509.7B | CNY 154.8B |
Bottom line
| Fiscal year | BABA | DIDIY |
|---|---|---|
| FY2023 | CNY 80.0B | CNY 493.5M |
| FY2022 | CNY 72.8B | CNY -23.8B |
| FY2021 | CNY 62.2B | CNY -49.3B |
| FY2020 | CNY 150.6B | CNY -10.5B |
| FY2019 | CNY 149.4B | CNY -9.7B |
5 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2023 | +CNY 748,788,082,000 | BABA |
| FY2022 | +CNY 727,895,317,000 | BABA |
| FY2021 | +CNY 679,234,618,000 | BABA |
| FY2020 | +CNY 575,552,848,000 | BABA |
| FY2019 | +CNY 354,924,872,000 | BABA |
BABA has reported the higher revenue in every one of these 5 fiscal years. The gap has widened since the earliest year compared.
5 of 14 comparable fiscal years — a year missing data on either side is not counted.
5 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2023 | +7.3 pp | BABA |
| FY2022 | +24.4 pp | BABA |
| FY2021 | +33.9 pp | BABA |
| FY2020 | +27.5 pp | BABA |
| FY2019 | +33.8 pp | BABA |
BABA has kept the higher net margin in every one of these 5 fiscal years.
5 of 14 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
DIDIY's net margin has been more volatile than BABA's over the 5 comparable fiscal years — 10.0 percentage points of standard deviation against 8.6.
5 of 14 comparable fiscal years — a year missing data on either side is not counted.
Year by year
BABA led in net margin in every one of the 5 comparable fiscal years — a structural lead, not a recent swing.
5 of 14 comparable fiscal years — a year missing data on either side is not counted.