Alibaba Group Holding Ltd (BABA)vsBetterware de México, S.A.P.I. de C.V. (BWMX)
BABA
Alibaba Group Holding Ltd
$109.30
+0.68%
CONSUMER CYCLICAL · Cap: $281.47B
BWMX
Betterware de México, S.A.P.I. de C.V.
$15.54
+0.78%
CONSUMER CYCLICAL · Cap: $574.30M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 6936% more annual revenue ($1.04T vs $14.85B). BWMX leads profitability with a 8.5% profit margin vs 7.0%. BWMX trades at a lower P/E of 5.9x. BWMX earns a higher WallStSmart Score of 55/100 (C-).
BABA
Buy55
out of 100
Grade: C-
BWMX
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.3%
Fair Value
$365.09
Current Price
$109.30
$255.79 discount
Margin of Safety
+18.8%
Fair Value
$22.68
Current Price
$15.54
$7.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 50 in profit
16.8% revenue growth
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Smaller company, higher risk/reward
Negative free cash flow — burning cash
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Debt/Equity, PEG Ratio. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bull Case : BWMX
The strongest argument for BWMX centers on P/E Ratio, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : BWMX
The primary concerns for BWMX are Market Cap, Free Cash Flow, Debt/Equity. Debt-to-equity of 3.41 is elevated, increasing financial risk.
Key Dynamics to Monitor
BABA profiles as a value stock while BWMX is a growth play — different risk/reward profiles.
BWMX carries more volatility with a beta of 1.04 — expect wider price swings.
BWMX is growing revenue faster at 16.8% — sustainability is the question.
BWMX generates stronger free cash flow (-2.6B), providing more financial flexibility.
Bottom Line
BABA scores higher overall (55/100 vs 55/100). BWMX offers better value entry with a 18.8% 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.
Betterware de México, S.A.P.I. de C.V.
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Betterware de México, SAB de CV is a direct consumer company in Mexico. The company is headquartered in Zapopan, Mexico.
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