UPS vs LYFT vs BABA Stock Comparison

United Parcel Service, Lyft and Alibaba Group Holding Prices as of Oct 26, 2026 Peers: Industry group
UPS United Parcel Service Inc
$100.20 +6.7% 1M +14.9% 1Y
Market cap
$75.08B
P/E
18.7x
Revenue (TTM)
$89.93B
Div. yield
6.55%
Parcel Delivery Industrials
4 wins
LYFT Lyft, Inc.
$17.06 +14.8% 1M -16.7% 1Y
Market cap
$6.46B
P/E
2.3x
Revenue (TTM)
$6.77B
Div. yield
–
Ride-Hailing and Delivery Technology
5 wins
BABA Alibaba Group Holding Ltd
$100.26 -8.7% 1M -42.6% 1Y
Market cap
$232.86B
P/E
22.1x
Revenue (TTM)
$150.46B
Div. yield
1.05%
Digital Marketplaces Technology
3 wins

Head to Head

12 decided of 12

Lyft leads on 5 of the 12 questions below (Lyft 5, United Parcel Service 4, Alibaba Group Holding 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionUPSLYFTBABALeader
Larger companyMarket capitalisation $75.08B $6.46B $232.86B BABA
Cheaper on earningsLower P/E, profitable companies only 18.7x 2.3x 22.1x LYFT
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.8x 29.9x 14.3x BABA
Faster revenue growthRevenue growth, trailing twelve months -0.4% +10.8% +8.1% LYFT
More profitableNet margin, trailing twelve months 5.1% 42.3% 7.0% LYFT
Better return on capitalReturn on invested capital 12.9% 0.0% 2.4% UPS
Less leveragedLower net debt / EBITDA 1.9x -25.9x — LYFT
Higher dividend yieldTrailing dividend yield 6.55% — 1.05% UPS
Better 1-year returnPrice return, last 12 months +14.9% -16.7% -42.6% UPS
Better 5-year returnAnnualised price return, 5 years -13.9%/yr -18.3%/yr -9.9%/yr BABA
Less volatileAnnualised volatility, 1 year 30.6% 48.0% 40.4% UPS
Higher overall scoreMean of the five percentile scores vs peers 45/100 70/100 46/100 LYFT

Percentile Scorecard

UPSLYFTBABA

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

AxisUPSLYFTBABA
Valuation 46 #74 of 136 81 #33 of 167 70 #51 of 167
Growth 23 #94 of 122 89 #18 of 153 17 #127 of 153
Profitability 70 #36 of 116 56 #68 of 153 53 #72 of 153
Financial Health 33 #97 of 144 46 #98 of 179 59 #74 of 179
Shareholder Returns 56 #37 of 82 80 #20 of 94 30 #66 of 94
Overall 45 70 46
  • UPS ranked among 150 companies in Transportation
  • LYFT 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

PeriodUPSLYFTBABASPY
1 month +6.7%+14.8%-8.7% -0.8%
3 months -11.2%+13.1%-12.8% +3.5%
6 months -7.4%+17.7%-24.3% +7.0%
Year to date +1.0%-11.9%-31.6% +12.2%
1 year +14.9%-16.7%-42.6% +13.0%
3 years -25.7%+84.2%+21.1% +86.3%
3 years, per year -9.4%+22.6%+6.6% +23.1%
5 years -52.8%-63.5%-40.8% +68.6%
5 years, per year -13.9%-18.3%-9.9% +11.0%
10 years -7.7%—-2.5% +258.0%
10 years, per year -0.8%—-0.2% +13.6%

Risk

MeasureUPSLYFTBABASPY
Volatility, 1Y 30.6%48.0%40.4% 12.7%
Downside volatility, 1Y 33.6%53.9%36.0% 12.7%
Beta vs S&P 500, 1Y 0.711.391.11 1.00
Return / volatility, 1Y 0.49-0.35-1.06 1.02
Max drawdown, 5Y -64.4%-85.8%-62.9% -25.4%
From 52-week high -16.5%-30.6%-44.3% -1.8%
52-week high $120.00$24.57$179.97 $779.14
52-week low $89.22$12.65$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.

MultipleUPSLYFTBABA
P/E now vs peer median 18.7xmedian 16.1x 2.3xmedian 17.5x 22.1xmedian 17.5x
P/S now vs peer median 0.8xmedian 1.0x 1.0xmedian 1.4x 1.5xmedian 1.4x
EV/EBITDA now vs peer median 9.1xmedian 8.7x 182.3xmedian 14.5x —median 14.5x
P/FCF now vs peer median 13.8xmedian 11.5x 5.8xmedian 12.1x 7.0xmedian 12.1x
P/B now vs peer median 5.0xmedian 1.2x 2.1xmedian 1.7x 1.4xmedian 1.7x
PEG now vs peer median -0.82median 0.81 0.04median 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 monthsUPSLYFTBABA
Revenue $89.93B $6.77B $150.46B
Gross profit – $3.08B $57.45B
Operating income $6.58B -$119.72M $4.39B
Net income $4.57B $2.87B $10.08B
Free cash flow $5.46B $1.11B $33.19B
R&D – $472.97M $10.68B
EPS (diluted) $5.37 $7.42 $4.38
Cash & equivalents $4.65B $1.14B $21.06B
Total debt $24.48B $990.56M $83.76B
Shares (diluted) 851.00M 386.33M 2.40B
Enterprise value $52.01B -$887.26M $54.93B

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
MetricUPSLYFTBABA
P/E 18.7x 2.3x 22.1x
P/FCF 13.8x 5.8x 7.0x
P/Operating cash flow 8.5x 5.4x 20.6x
P/S 0.8x 1.0x 1.5x
P/B 5.0x 2.1x 1.4x
P/Tangible book 6.7x 2.3x 1.5x
EV/EBITDA 9.1x 182.3x –
EV/EBIT 14.4x -47.2x 48.0x
EV/Revenue 1.1x 0.8x 1.4x
EV/FCF 17.4x 5.1x 6.3x
EV/Operating cash flow 10.7x 4.7x 18.6x
PEG (3Y EPS CAGR) -0.82 0.04 -15.35

Growth

14 metrics
MetricUPSLYFTBABA
Revenue growth (1Y) -0.4% 10.8% 8.1%
Revenue CAGR (3Y) -2.2% 16.8% 5.6%
Gross profit growth (1Y) – 20.9% 0.2%
Gross profit CAGR (3Y) – 20.8% 6.5%
Operating income growth (1Y) -21.7% -117.1% -77.5%
Operating income CAGR (3Y) -17.3% 54.4% -35.9%
Net income growth (1Y) -20.2% 3,009% -50.0%
Net income CAGR (3Y) -23.0% 61.1% -3.6%
EPS growth (1Y) -20.6% 3,303% -47.9%
EPS CAGR (3Y) -22.7% 60.8% -1.4%
Operating cash flow growth (1Y) 18.6% 14.0% -45.8%
Operating cash flow CAGR (3Y) -8.0% 98.9% -27.8%
Free cash flow growth (1Y) 54.2% 12.0% -8.5%
Free cash flow CAGR (3Y) -4.2% 72.6% -0.6%

Profitability

14 metrics
MetricUPSLYFTBABA
Gross margin – 45.5% 38.2%
EBITDA margin 11.6% 0.5% –
Operating margin 7.3% -1.8% 2.9%
Pretax margin 6.5% -0.1% 9.7%
Net margin 5.1% 42.3% 7.0%
FCF margin 6.1% 16.4% 22.1%
Operating cash flow margin 9.9% 17.6% 7.5%
Return on equity 29.6% 94.7% 6.2%
Return on assets 6.4% 31.8% 3.6%
Return on invested capital 12.9% 0.0% 2.4%
Return on capital employed 11.6% -2.9% 2.1%
Asset turnover 1.3x 0.8x 0.5x
Cash conversion (OCF / net income) 1.9x 0.4x 1.1x
Stock comp / revenue 0.1% 4.6% 1.1%

Financial Health

11 metrics
MetricUPSLYFTBABA
Debt / assets 34.4% 10.9% 7.5%
Debt / equity 1.6x 0.3x 0.1x
Net debt / EBITDA 1.9x -25.9x –
Debt / FCF 4.5x 0.9x 0.6x
Liabilities / assets 78.8% 66.8% 43.6%
Equity / assets 21.2% 33.2% 56.4%
Interest coverage 6.0x -5.9x 3.2x
Current ratio 1.2x 0.6x 1.4x
Quick ratio 1.0x 0.4x 0.6x
Cash ratio 0.3x 0.4x 0.6x
Altman Z-score 2.78 -0.06 2.30

Shareholder Returns

7 metrics
MetricUPSLYFTBABA
Dividend yield 6.5% – 1.0%
Net buyback yield -0.2% 10.7% –
Shareholder yield 6.4% 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.

ConsensusUPSLYFTBABA
Forward P/E 14.8xFY2026 29.9xFY2026 14.3xFY2026
EPS, next fiscal year $6.75FY2026 $0.57FY2026 $7.00FY2026
EPS growth, next FY -5.7%FY2026 -91.6%FY2026 +80.4%FY2026
EPS growth, the year after +26.7% +80.7% +23.1%
Revenue, next fiscal year $87.80BFY2026 $6.97BFY2026 $173.86BFY2026
Revenue growth, next FY -1.0%FY2026 +10.3%FY2026 +17.2%FY2026
Revenue growth, the year after +14.6% +11.1% +14.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersUPSLYFTBABA
Held by institutions 70.9% 100.0% 10.1%
Institutions holding 2,137 528 1,218
Change in shares held, QoQ +6.0% +5.2% -5.4%
Institutions buying 1,088 260 555
Institutions selling 809 175 421
Buyers to sellers 1.34 1.49 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.

UPSLYFTBABA
UPS 1.00 0.16 0.02
LYFT 0.16 1.00 0.19
BABA 0.02 0.19 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, UPS, LYFT and BABA?

Alibaba Group Holding (BABA) is the largest by market capitalisation: United Parcel Service (UPS) $75.08B, Lyft (LYFT) $6.46B, Alibaba Group Holding (BABA) $232.86B.

Which stock is cheaper, UPS, LYFT and BABA?

Lyft (LYFT) trades on the lowest price-to-earnings ratio (United Parcel Service (UPS) 18.7x, Lyft (LYFT) 2.3x, Alibaba Group Holding (BABA) 22.1x). On next year's consensus earnings, Alibaba Group Holding (BABA) is cheapest (United Parcel Service (UPS) 14.8x, Lyft (LYFT) 29.9x, 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?

Lyft (LYFT) grew revenue fastest over the trailing twelve months: United Parcel Service (UPS) -0.4%, Lyft (LYFT) +10.8%, Alibaba Group Holding (BABA) +8.1%.

Which company is more profitable?

Lyft (LYFT) has the highest net margin (United Parcel Service (UPS) 5.1%, Lyft (LYFT) 42.3%, Alibaba Group Holding (BABA) 7.0%). On return on invested capital, United Parcel Service (UPS) leads (United Parcel Service (UPS) 12.9%, Lyft (LYFT) 0.0%, Alibaba Group Holding (BABA) 2.4%).

Which stock has performed better?

Over the past year United Parcel Service (UPS) returned the most: United Parcel Service (UPS) +14.9%, Lyft (LYFT) -16.7%, Alibaba Group Holding (BABA) -42.6%. Over five years, Alibaba Group Holding (BABA) compounded fastest (United Parcel Service (UPS) -13.9%/yr, Lyft (LYFT) -18.3%/yr, Alibaba Group Holding (BABA) -9.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

United Parcel Service (UPS) has the highest dividend yield: United Parcel Service (UPS) 6.55%, Alibaba Group Holding (BABA) 1.05%. Lyft (LYFT) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, United Parcel Service (UPS) has been the steadiest (United Parcel Service (UPS) 30.6%, Lyft (LYFT) 48.0%, Alibaba Group Holding (BABA) 40.4%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, UPS, LYFT 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.