Alibaba Group Holding Ltd (BABA)vsAnheuser Busch Inbev NV ADR (BUD)
BABA
Alibaba Group Holding Ltd
$140.06
-0.67%
CONSUMER CYCLICAL · Cap: $349.01B
BUD
Anheuser Busch Inbev NV ADR
$79.89
-0.45%
CONSUMER DEFENSIVE · Cap: $159.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 1568% more annual revenue ($1.02T vs $60.96B). BUD leads profitability with a 11.9% profit margin vs 8.9%. BABA appears more attractively valued with a PEG of 0.81. BUD earns a higher WallStSmart Score of 63/100 (C+).
BABA
Buy50
out of 100
Grade: C-
BUD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.8%
Fair Value
$558.77
Current Price
$140.06
$418.71 discount
Margin of Safety
-9.4%
Fair Value
$70.63
Current Price
$79.89
$9.26 premium
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
Generating 6.8B in free cash flow
Large-cap with strong market position
Strong operational efficiency at 26.7%
Earnings expanding 20.3% YoY
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Expensive relative to growth rate
Trading at 10.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.81 suggests the stock is reasonably priced for its growth.
Bull Case : BUD
The strongest argument for BUD centers on Market Cap, Operating Margin, EPS Growth. Revenue growth of 12.0% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth.
Bear Case : BUD
The primary concerns for BUD are PEG Ratio, Price/Book.
Key Dynamics to Monitor
BUD carries more volatility with a beta of 0.79 — expect wider price swings.
BUD is growing revenue faster at 12.0% — sustainability is the question.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BUD scores higher overall (63/100 vs 50/100) and 12.0% revenue growth. 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.
Anheuser Busch Inbev NV ADR
CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA
Anheuser-Busch InBev SA / NV is engaged in the production, distribution and sale of beer, alcoholic beverages and soft drinks worldwide.
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