ACV Auctions Inc. (ACVA)vsAlibaba Group Holding Ltd (BABA)
ACVA
ACV Auctions Inc.
$5.19
-0.57%
CONSUMER CYCLICAL · Cap: $957.85M
BABA
Alibaba Group Holding Ltd
$130.43
-0.32%
CONSUMER CYCLICAL · Cap: $321.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 133751% more annual revenue ($1.02T vs $759.61M). BABA leads profitability with a 8.9% profit margin vs -8.7%. BABA earns a higher WallStSmart Score of 50/100 (C-).
ACVA
Hold37
out of 100
Grade: F
BABA
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.4%
Fair Value
$15.44
Current Price
$5.19
$10.25 discount
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$130.43
$431.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
15.1% revenue growth
Mega-cap, among the largest globally
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -15.2% — below average capital efficiency
Negative free cash flow — burning cash
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ACVA
The strongest argument for ACVA centers on Price/Book, Revenue Growth. Revenue growth of 15.1% demonstrates continued momentum.
Bull Case : BABA
The strongest argument for BABA centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : ACVA
The primary concerns for ACVA are EPS Growth, Market Cap, Return on Equity.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
ACVA profiles as a growth stock while BABA is a value play — different risk/reward profiles.
ACVA carries more volatility with a beta of 1.69 — expect wider price swings.
ACVA is growing revenue faster at 15.1% — sustainability is the question.
ACVA generates stronger free cash flow (-23M), providing more financial flexibility.
Bottom Line
BABA scores higher overall (50/100 vs 37/100). ACVA offers better value entry with a 53.4% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ACV Auctions Inc.
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
ACV Auctions, Inc., operates a digital marketplace that connects buyers and sellers for online wholesale vehicle auctions. The company is headquartered in Buffalo, New York.
Alibaba Group Holding Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Alibaba Group Holding Limited, also known as Alibaba Group and Alibaba.com, is a Chinese multinational technology company specializing in e-commerce, retail, Internet, and technology. Founded on 28 June 1999 in Hangzhou, Zhejiang, the company provides consumer-to-consumer (C2C), business-to-consumer (B2C), and business-to-business (B2B) sales services via web portals, as well as electronic payment services, shopping search engines and cloud computing services. It owns and operates a diverse portfolio of companies around the world in numerous business sectors.
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