Alibaba Health Information Technology (0241) AI Stock Analysis

• Market Cap: $86.18B
• Dividend Yield: N/A
• Average Volume (3M): 75.92M
• Price to Earnings (P/E): 41.1
• Beta (1Y): 2.17
• Revenue Growth: 16.14%
• EPS Growth: 53.86%
• Country: HK
• Employees: 1,422
• Sector: Healthcare
• Sector Strength: 45
• Industry: Medical - Pharmaceuticals
• EPS (TTM): 0.09
• Shares Outstanding: 16,174,728,000
• 10 Day Avg. Volume: 84,325,291
• 30 Day Avg. Volume: 75,919,152
• PEG Ratio: 1.17
• Price to Book (P/B): 4.33
• Price to Sales (P/S): 2.31
• P/FCF Ratio: 51.28
• Enterprise Value/Market Cap: 1.13
• Enterprise Value/Revenue: 3.18
• Enterprise Value/Gross Profit: 13.10
• Enterprise Value/Ebitda: 65.52
• 1Y Price Target: $5.84
• Price Target Upside: 9.48% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6
• EPS Forecast (FY): 0.17
• Revenue Forecast (FY): $38.92B

• Rating: 63 Neutral
• Price Target: HK$6.50 ▲(21.95% Upside)

Alibaba Health Information Technology's strong financial performance is the primary driver of its stock score, reflecting robust revenue growth and financial stability. However, technical indicators suggest weak momentum, and the high P/E ratio indicates potential overvaluation, which tempers the overall score.

Positive Factors

Revenue Growth

Consistent revenue growth indicates a strong market position and successful adoption of digital health solutions, supporting long-term expansion.

Cash Generation

Strong cash generation provides financial flexibility for reinvestment, debt reduction, and potential growth initiatives, enhancing long-term stability.

Financial Stability

Low leverage reduces financial risk, providing a stable foundation for sustainable growth and resilience against economic fluctuations.

Negative Factors

Valuation Concerns

High valuation multiples may limit future stock appreciation potential, posing a risk if growth expectations are not met.

Net Profit Margin

While improved, the relatively low net profit margin may indicate challenges in achieving higher profitability levels compared to industry standards.

Market Momentum

Weak market momentum could reflect investor concerns or market skepticism, potentially impacting investor confidence and stock performance.

Alibaba Health Information Technology Business Overview & Revenue Model

Company Description

Alibaba Health Information Technology (0241) is a leading healthcare technology company based in China, primarily focused on leveraging digital solutions to enhance health services and facilitate healthcare management. The company operates in various sectors, including health information systems, online pharmacies, and telemedicine services. Its core products and services include a comprehensive health management platform, electronic health records, and a marketplace for pharmaceutical products, aimed at improving access to healthcare and streamlining health management for both consumers and healthcare providers.

How the Company Makes Money

Alibaba Health generates revenue through multiple streams, including sales of health management software to hospitals and healthcare institutions, transaction fees from its online pharmacy platform, and subscriptions for its telemedicine services. Additionally, the company earns revenue from partnerships with pharmaceutical companies for the distribution of their products on its platform. Its strategic collaborations with healthcare providers and technology firms enhance its service offerings, allowing for integrated health solutions that attract more users and increase transaction volumes, thus contributing significantly to its earnings.

Alibaba Health Information Technology Financial Statement Overview

Summary

Alibaba Health Information Technology exhibits strong financial health with impressive revenue and profit growth, efficient cost management, and robust cash flow generation. The company's low leverage and strong equity position further enhance its financial stability.

Income Statement

Alibaba Health Information Technology has demonstrated strong revenue growth with a 7.95% increase in the latest year. The gross profit margin has improved to 24.29%, indicating effective cost management. Net profit margin also increased to 4.68%, reflecting enhanced profitability. The EBIT and EBITDA margins have shown positive trends, suggesting operational efficiency improvements.

Balance Sheet

The company maintains a very low debt-to-equity ratio of 0.0022, indicating minimal leverage and financial risk. Return on equity has improved to 8.78%, showcasing effective use of shareholder funds. The equity ratio stands at a healthy level, reflecting a strong capital structure.

Cash Flow

Free cash flow growth has surged by 90.49%, highlighting robust cash generation capabilities. The operating cash flow to net income ratio is 0.29, indicating solid cash flow relative to earnings. The free cash flow to net income ratio is nearly 1, demonstrating efficient conversion of earnings into cash.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	30.60B	30.60B	27.03B	26.76B	20.58B	15.52B
Gross Profit	7.43B	7.43B	5.90B	5.70B	4.11B	3.62B
EBITDA	1.49B	1.62B	999.05M	-24.48M	-188.12M	52.14M
Net Income	1.43B	1.43B	883.48M	535.65M	-265.56M	348.59M
Balance Sheet
Total Assets	21.18B	21.18B	19.71B	20.75B	19.20B	17.74B
Cash, Cash Equivalents and Short-Term Investments	8.10B	8.10B	9.55B	10.92B	10.55B	11.64B
Total Debt	35.52M	35.52M	82.17M	77.80M	135.41M	37.74M
Total Liabilities	4.87B	4.87B	5.19B	5.60B	5.13B	3.46B
Stockholders Equity	16.31B	16.31B	14.54B	15.17B	14.10B	14.30B
Cash Flow
Free Cash Flow	1.40B	1.38B	1.06B	250.08M	409.43M	992.35M
Operating Cash Flow	1.40B	1.40B	1.08B	255.69M	424.36M	1.01B
Investing Cash Flow	-3.53B	-2.60B	-4.88B	-532.44M	1.87B	-4.96B
Financing Cash Flow	-89.43M	-72.52M	-1.98B	-111.28M	-58.63M	8.92B

Alibaba Health Information Technology Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 5.33
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For HK:0241, the sentiment is Neutral. The current price of 5.33 is below the 20-day moving average (MA) of 5.59, below the 50-day MA of 5.85, and above the 200-day MA of 5.32, indicating a neutral trend. The MACD of -0.17 indicates Positive momentum. The RSI at 40.85 is Neutral, neither overbought nor oversold. The STOCH value of 23.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HK:0241.

Alibaba Health Information Technology Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
6618	75 Outperform	HK$191.75B	36.99	8.52%	―	18.56%	79.54%
2367	66 Neutral	HK$37.12B	14.75	29.64%	1.88%	36.70%	22.26%
2696	66 Neutral	HK$35.22B	39.57	27.37%	―	2.57%	18.79%
0241	63 Neutral	$86.18B	41.09	11.53%	―	16.14%	53.86%
Sector *	51 Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%
1833	45 Neutral	$29.31B	140.52	1.37%	―	14.56%	―
1952	45 Neutral	HK$15.85B	-20.45	-15.75%	―	102.73%	38.42%

Alibaba Health Information Technology Corporate Events

Alibaba Health Reports Strong Interim Results and Strategic AI Investments

Alibaba Health Information Technology Limited reported a significant increase in revenue and net profit for the six months ending September 30, 2025, with revenue growing by 17% and net profit by 64.7%. The company has seen growth in its Tmall Healthcare Platform’s consumer base and average revenue per user, driven by strategic partnerships and supply-side optimizations. Alibaba Health is also investing in AI to strengthen its market position and contribute to the healthcare industry’s innovation, aligning with China’s national policy initiatives for high-quality development.

Alibaba Health Revises Annual Caps for 2025–2027 Marketing Agreement

Alibaba Health Information Technology Limited has announced a revision of its annual caps for the 2025–2027 Marketing and Promotion Services Framework Agreement with Alimama. The revision is necessary as the original caps are insufficient to meet the business needs for the financial years ending March 31, 2027. This adjustment, which is subject to shareholder approval and compliance with Hong Kong’s Listing Rules, reflects the company’s strategic efforts to align its marketing and promotion services with its growth objectives.

Alibaba Health Schedules Board Meeting to Review Interim Results

Alibaba Health Information Technology Limited has announced an upcoming board meeting scheduled for November 26, 2025, to discuss and approve the unaudited interim results for the six months ending September 30, 2025. The meeting will also consider the recommendation of an interim dividend, which could impact the company’s financial strategy and shareholder returns.

Alibaba Health Grants 949,000 RSUs Under 2024 Scheme

Alibaba Health Information Technology Limited has announced the grant of 949,000 Restricted Share Units (RSUs) to 17 employees as part of its 2024 Share Award Scheme. This initiative is designed to incentivize employees and align their interests with the company’s long-term goals, potentially enhancing employee retention and motivation. The RSUs have varied vesting periods, primarily between two to four years, and are subject to specific terms and conditions set by the company.