Alibaba Group Holding Ltd (BABA)vsBeazer Homes USA Inc (BZH)
BABA
Alibaba Group Holding Ltd
$131.88
+1.11%
CONSUMER CYCLICAL · Cap: $321.85B
BZH
Beazer Homes USA Inc
$21.63
+2.17%
CONSUMER CYCLICAL · Cap: $662.46M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 44768% more annual revenue ($1.02T vs $2.27B). BABA leads profitability with a 8.9% profit margin vs 0.4%. BABA appears more attractively valued with a PEG of 0.80. BABA earns a higher WallStSmart Score of 50/100 (C-).
BABA
Buy50
out of 100
Grade: C-
BZH
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$131.88
$430.31 discount
Margin of Safety
+74.8%
Fair Value
$105.98
Current Price
$21.63
$84.35 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
Reasonable price relative to book value
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 0.8% — below average capital efficiency
0.4% margin — thin
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 : BZH
The strongest argument for BZH centers on Price/Book.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : BZH
The primary concerns for BZH are PEG Ratio, Market Cap, Return on Equity. A P/E of 77.4x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
BZH carries more volatility with a beta of 2.22 — expect wider price swings.
BABA is growing revenue faster at 1.7% — sustainability is the question.
BZH generates stronger free cash flow (-171M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BABA scores higher overall (50/100 vs 43/100). BZH offers better value entry with a 74.8% 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.
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.
Beazer Homes USA Inc
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Beazer Homes USA, Inc. is a home builder in the United States. The company is headquartered in Atlanta, Georgia.
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