Alibaba vs PDD
PDD is cheaper. So why does Alibaba win?
The short answer
Alibaba edges it, 70 to 69, on moat and growth.
PDD wins on valuation, but Alibaba's lead on moat counts for more.
Scores
BABA
PDD
Price targets
BABA
PDD
Growth
BABA
PDD
AI-resilient moats · 80%
BABA
PDD
AI-vulnerable moats · 20%
BABA
PDD
Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.
Alibaba or PDD? Common questions
Which is the better stock, Alibaba or PDD?
Alibaba edges it, 70 to 69, on moat and growth. PDD wins on valuation, but Alibaba's lead on moat counts for more. Our rating: Alibaba Hold, PDD Hold.
Does Alibaba or PDD have the wider moat?
Alibaba scores 67 on moat to PDD's 65. Alibaba is rated stronger on system of record and bundling.
Which is growing faster, Alibaba or PDD?
Alibaba scores 65 on growth to PDD's 64. We expect Alibaba to grow 10–15% a year, PDD 8–15%.
Is Alibaba or PDD cheaper right now?
PDD scores 79 on valuation to Alibaba's 78. In our base case, PDD has more upside: +40% vs +34%.
More head-to-heads
Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.