Alibaba Group Holding Ltd (BABA)vsBath & Body Works Inc. (BBWI)
BABA
Alibaba Group Holding Ltd
$131.50
-0.29%
CONSUMER CYCLICAL · Cap: $321.85B
BBWI
Bath & Body Works Inc.
$19.20
+4.35%
CONSUMER CYCLICAL · Cap: $3.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 13845% more annual revenue ($1.02T vs $7.29B). BABA leads profitability with a 8.9% profit margin vs 8.9%. BABA appears more attractively valued with a PEG of 0.80. BBWI earns a higher WallStSmart Score of 51/100 (C-).
BABA
Buy50
out of 100
Grade: C-
BBWI
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.8%
Fair Value
$560.44
Current Price
$131.50
$428.94 discount
Margin of Safety
+32.8%
Fair Value
$33.33
Current Price
$19.20
$14.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Growing faster than its price suggests
Strong operational efficiency at 22.5%
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
Revenue declined 2.3%
Earnings declined 4.7%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : BBWI
The strongest argument for BBWI centers on P/E Ratio, PEG Ratio, Operating Margin. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : BBWI
The primary concerns for BBWI are Altman Z-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
BBWI carries more volatility with a beta of 1.39 — expect wider price swings.
BABA is growing revenue faster at 1.7% — sustainability is the question.
BBWI generates stronger free cash flow (814M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BBWI scores higher overall (51/100 vs 50/100). BABA offers better value entry with a 72.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Bath & Body Works Inc.
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Bath & Body Works Inc. (BBWI) stands as a premier specialty retailer renowned for its diverse portfolio of premium personal care products, including body care, skincare, fragrances, and home fragrances. The company leverages a strong omnichannel strategy that combines an extensive physical retail presence with a robust online platform, driving customer loyalty and engagement. Continued innovation and adaptive marketing strategies enable Bath & Body Works to respond effectively to evolving consumer preferences within the dynamic beauty and personal care landscape. As a subsidiary of L Brands, Inc., Bath & Body Works benefits from operational synergies while remaining committed to sustainability and community initiatives, positioning itself for sustained growth and industry leadership.
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