LYFT vs GRAB vs BABA Stock Comparison

Lyft, Grab Holdings and Alibaba Group Holding Prices as of Oct 26, 2026 Peers: Industry group
LYFT Lyft, Inc.
$17.06 +14.8% 1M -16.7% 1Y
Market cap
$6.42B
P/E
2.2x
Revenue (TTM)
$6.77B
Div. yield
–
Ride-Hailing and Delivery Technology
5 wins
GRAB Grab Holdings Ltd
$2.71 -13.4% 1M -53.7% 1Y
Market cap
$11.17B
P/E
19.6x
Revenue (TTM)
$3.73B
Div. yield
–
Ride-Hailing and Delivery Technology
2 wins
BABA Alibaba Group Holding Ltd
$100.26 -8.7% 1M -42.6% 1Y
Market cap
$231.40B
P/E
22.0x
Revenue (TTM)
$150.46B
Div. yield
–
Digital Marketplaces Technology
4 wins

Head to Head

11 decided of 12

Lyft leads on 5 of the 12 questions below (Lyft 5, Alibaba Group Holding 4, Grab Holdings 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLYFTGRABBABALeader
Larger companyMarket capitalisation $6.42B $11.17B $231.40B BABA
Cheaper on earningsLower P/E, profitable companies only 2.2x 19.6x 22.0x LYFT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 29.9x 16.9x 14.3x BABA
Faster revenue growthRevenue growth, trailing twelve months +10.8% +21.5% +8.1% GRAB
More profitableNet margin, trailing twelve months 42.3% 15.3% 7.0% LYFT
Better return on capitalReturn on invested capital 0.0% 1.5% 2.4% BABA
Less leveragedLower net debt / EBITDA -25.9x -6.5x — LYFT
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -16.7% -53.7% -42.6% LYFT
Better 5-year returnAnnualised price return, 5 years -18.3%/yr -27.2%/yr -9.9%/yr BABA
Less volatileAnnualised volatility, 1 year 48.0% 38.7% 40.4% GRAB
Higher overall scoreMean of the five percentile scores vs peers 70/100 56/100 46/100 LYFT

Percentile Scorecard

LYFTGRABBABA

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLYFTGRABBABA
Valuation 81 #33 of 167 46 #90 of 167 70 #51 of 167
Growth 89 #18 of 153 80 #32 of 153 17 #127 of 153
Profitability 56 #68 of 153 45 #84 of 153 53 #72 of 153
Financial Health 46 #98 of 179 51 #89 of 179 59 #74 of 179
Shareholder Returns 80 #20 of 94 – 30 #66 of 94
Overall 70 56 46
  • LYFT ranked among 185 companies in Internet Platforms
  • GRAB ranked among 185 companies in Internet Platforms
  • BABA ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLYFTGRABBABASPY
1 month +14.8%-13.4%-8.7% -0.8%
3 months +13.1%-19.1%-12.8% +3.5%
6 months +17.7%-30.3%-24.3% +7.0%
Year to date -11.9%-45.7%-31.6% +12.2%
1 year -16.7%-53.7%-42.6% +13.0%
3 years +84.2%-10.6%+21.1% +86.3%
3 years, per year +22.6%-3.7%+6.6% +23.1%
5 years -63.5%-79.5%-40.8% +68.6%
5 years, per year -18.3%-27.2%-9.9% +11.0%
10 years ——-2.5% +258.0%
10 years, per year ——-0.2% +13.6%

Risk

MeasureLYFTGRABBABASPY
Volatility, 1Y 48.0%38.7%40.4% 12.7%
Downside volatility, 1Y 53.9%39.5%36.0% 12.7%
Beta vs S&P 500, 1Y 1.391.391.11 1.00
Return / volatility, 1Y -0.35-1.39-1.06 1.02
Max drawdown, 5Y -85.8%-86.5%-62.9% -25.4%
From 52-week high -30.6%-55.7%-44.3% -1.8%
52-week high $24.57$6.12$179.97 $779.14
52-week low $12.65$2.71$94.81 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLYFTGRABBABA
P/E now vs peer median 2.3xmedian 17.5x 19.4xmedian 17.5x 22.1xmedian 17.5x
P/S now vs peer median 1.0xmedian 1.4x 2.9xmedian 1.4x 1.5xmedian 1.4x
EV/EBITDA now vs peer median 182.3xmedian 14.5x 26.5xmedian 14.5x —median 14.5x
P/FCF now vs peer median 5.8xmedian 12.1x 55.7xmedian 12.1x 7.0xmedian 12.1x
P/B now vs peer median 2.1xmedian 1.7x 1.6xmedian 1.7x 1.4xmedian 1.7x
PEG now vs peer median 0.04median 0.41 —median 0.41 -15.35median 0.41

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLYFTGRABBABA
Revenue $6.77B $3.73B $150.46B
Gross profit $3.08B $1.63B $57.45B
Operating income -$119.72M $120.00M $4.39B
Net income $2.87B $525.00M $10.08B
Free cash flow $1.11B $193.00M $33.19B
R&D $472.97M $417.00M $10.68B
EPS (diluted) $7.42 $0.14 $4.38
Cash & equivalents $1.14B $2.86B $21.06B
Total debt $990.56M $2.99B $83.76B
Shares (diluted) 386.33M 4.21B 2.40B
Enterprise value -$927.93M -$3.95B $45.04B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLYFTGRABBABA
P/E 2.3x 19.4x 22.1x
P/FCF 5.8x 55.7x 7.0x
P/Operating cash flow 5.4x 82.7x 20.6x
P/S 1.0x 2.9x 1.5x
P/B 2.1x 1.6x 1.4x
P/Tangible book 2.3x 1.6x 1.5x
EV/EBITDA 182.3x 26.5x –
EV/EBIT -47.2x 71.9x 48.0x
EV/Revenue 0.8x 2.3x 1.4x
EV/FCF 5.1x 44.7x 6.3x
EV/Operating cash flow 4.7x 66.3x 18.6x
PEG (3Y EPS CAGR) 0.04 – -15.35

Growth

14 metrics
MetricLYFTGRABBABA
Revenue growth (1Y) 10.8% 21.5% 8.1%
Revenue CAGR (3Y) 16.8% 23.6% 5.6%
Gross profit growth (1Y) 20.9% 23.6% 0.2%
Gross profit CAGR (3Y) 20.8% 69.9% 6.5%
Operating income growth (1Y) -117.1% 340.0% -77.5%
Operating income CAGR (3Y) 54.4% 28.7% -35.9%
Net income growth (1Y) 3,009% 837.5% -50.0%
Net income CAGR (3Y) 61.1% 35.1% -3.6%
EPS growth (1Y) 3,303% 82.0% -47.9%
EPS CAGR (3Y) 60.8% – -1.4%
Operating cash flow growth (1Y) 14.0% -82.1% -45.8%
Operating cash flow CAGR (3Y) 98.9% 34.4% -27.8%
Free cash flow growth (1Y) 12.0% -76.7% -8.5%
Free cash flow CAGR (3Y) 72.6% 40.6% -0.6%

Profitability

14 metrics
MetricLYFTGRABBABA
Gross margin 45.5% 43.6% 38.2%
EBITDA margin 0.5% 8.7% –
Operating margin -1.8% 3.2% 2.9%
Pretax margin -0.1% 13.9% 9.7%
Net margin 42.3% 15.3% 7.0%
FCF margin 16.4% 5.2% 22.1%
Operating cash flow margin 17.6% 3.5% 7.5%
Return on equity 94.7% 7.9% 6.2%
Return on assets 31.8% 4.2% 3.6%
Return on invested capital 0.0% 1.5% 2.4%
Return on capital employed -2.9% 1.7% 2.1%
Asset turnover 0.8x 0.3x 0.5x
Cash conversion (OCF / net income) 0.4x 0.2x 1.1x
Stock comp / revenue 4.6% 6.4% 1.1%

Financial Health

11 metrics
MetricLYFTGRABBABA
Debt / assets 10.9% 15.1% 7.5%
Debt / equity 0.3x 0.3x 0.1x
Net debt / EBITDA -25.9x -6.5x –
Debt / FCF 0.9x 10.5x 0.6x
Liabilities / assets 66.8% 49.7% 43.6%
Equity / assets 33.2% 50.3% 56.4%
Interest coverage -5.9x 1.1x 3.2x
Current ratio 0.6x 1.5x 1.4x
Quick ratio 0.4x 0.8x 0.6x
Cash ratio 0.4x 0.8x 0.6x
Altman Z-score -0.06 -0.27 2.30

Shareholder Returns

7 metrics
MetricLYFTGRABBABA
Dividend yield – – 1.0%
Net buyback yield 10.7% – –
Shareholder yield 10.7% – 1.0%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLYFTGRABBABA
Forward P/E 29.9xFY2026 16.9xFY2026 14.3xFY2026
EPS, next fiscal year $0.57FY2026 $0.16FY2026 $7.02FY2026
EPS growth, next FY -91.6%FY2026 +166.7%FY2026 +80.9%FY2026
EPS growth, the year after +80.7% +12.5% +22.8%
Revenue, next fiscal year $6.97BFY2026 $4.07BFY2026 $174.00BFY2026
Revenue growth, next FY +10.3%FY2026 +20.9%FY2026 +17.3%FY2026
Revenue growth, the year after +11.1% +33.7% +14.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLYFTGRABBABA
Held by institutions 100.0% 75.6% 10.1%
Institutions holding 528 483 1,218
Change in shares held, QoQ +5.2% +0.9% -5.4%
Institutions buying 260 231 555
Institutions selling 175 168 421
Buyers to sellers 1.49 1.38 1.32

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LYFTGRABBABA
LYFT 1.00 0.44 0.19
GRAB 0.44 1.00 0.27
BABA 0.19 0.27 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LYFT, GRAB and BABA?

Alibaba Group Holding (BABA) is the largest by market capitalisation: Lyft (LYFT) $6.42B, Grab Holdings (GRAB) $11.17B, Alibaba Group Holding (BABA) $231.40B.

Which stock is cheaper, LYFT, GRAB and BABA?

Lyft (LYFT) trades on the lowest price-to-earnings ratio (Lyft (LYFT) 2.2x, Grab Holdings (GRAB) 19.6x, Alibaba Group Holding (BABA) 22.0x). On next year's consensus earnings, Alibaba Group Holding (BABA) is cheapest (Lyft (LYFT) 29.9x, Grab Holdings (GRAB) 16.9x, Alibaba Group Holding (BABA) 14.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Grab Holdings (GRAB) grew revenue fastest over the trailing twelve months: Lyft (LYFT) +10.8%, Grab Holdings (GRAB) +21.5%, Alibaba Group Holding (BABA) +8.1%.

Which company is more profitable?

Lyft (LYFT) has the highest net margin (Lyft (LYFT) 42.3%, Grab Holdings (GRAB) 15.3%, Alibaba Group Holding (BABA) 7.0%). On return on invested capital, Alibaba Group Holding (BABA) leads (Lyft (LYFT) 0.0%, Grab Holdings (GRAB) 1.5%, Alibaba Group Holding (BABA) 2.4%).

Which stock has performed better?

Over the past year Lyft (LYFT) returned the most: Lyft (LYFT) -16.7%, Grab Holdings (GRAB) -53.7%, Alibaba Group Holding (BABA) -42.6%. Over five years, Alibaba Group Holding (BABA) compounded fastest (Lyft (LYFT) -18.3%/yr, Grab Holdings (GRAB) -27.2%/yr, Alibaba Group Holding (BABA) -9.9%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Grab Holdings (GRAB) has been the steadiest (Lyft (LYFT) 48.0%, Grab Holdings (GRAB) 38.7%, Alibaba Group Holding (BABA) 40.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LYFT, GRAB and BABA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Lyft (LYFT) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.