Alibaba Group Holding Ltd (BABA)vsBoyd Gaming Corporation (BYD)
BABA
Alibaba Group Holding Ltd
$140.06
-0.67%
CONSUMER CYCLICAL · Cap: $349.01B
BYD
Boyd Gaming Corporation
$85.64
+0.47%
CONSUMER CYCLICAL · Cap: $6.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 24712% more annual revenue ($1.02T vs $4.10B). BYD leads profitability with a 44.8% profit margin vs 8.9%. BABA appears more attractively valued with a PEG of 0.81. BYD earns a higher WallStSmart Score of 62/100 (C+).
BABA
Buy50
out of 100
Grade: C-
BYD
Buy62
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
-60.7%
Fair Value
$51.91
Current Price
$85.64
$33.73 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
Attractively priced relative to earnings
Every $100 of equity generates 94 in profit
Keeps 45 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
0.6% revenue growth
4.7% earnings growth
Expensive relative to growth rate
Negative free cash flow — burning cash
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 : BYD
The strongest argument for BYD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 44.8% and operating margin at 18.5%.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth.
Bear Case : BYD
The primary concerns for BYD are Revenue Growth, EPS Growth, PEG Ratio.
Key Dynamics to Monitor
BYD carries more volatility with a beta of 1.12 — expect wider price swings.
BABA is growing revenue faster at 1.7% — sustainability is the question.
BABA generates stronger free cash flow (6.8B), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BYD scores higher overall (62/100 vs 50/100), backed by strong 44.8% margins. 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.
Boyd Gaming Corporation
CONSUMER CYCLICAL · RESORTS & CASINOS · USA
Boyd Gaming Corporation is a multi-jurisdictional gaming company. The company is headquartered in Las Vegas, Nevada.
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