Alibaba Group Holding Ltd (BABA)vsChubb Ltd (CB)
BABA
Alibaba Group Holding Ltd
$140.06
-0.67%
CONSUMER CYCLICAL · Cap: $349.01B
CB
Chubb Ltd
$319.64
-0.51%
FINANCIAL SERVICES · Cap: $123.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 1567% more annual revenue ($1.02T vs $60.99B). CB leads profitability with a 18.5% profit margin vs 8.9%. BABA appears more attractively valued with a PEG of 0.81. CB earns a higher WallStSmart Score of 75/100 (B).
BABA
Buy50
out of 100
Grade: C-
CB
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.8%
Fair Value
$558.77
Current Price
$140.06
$418.71 discount
Intrinsic value data unavailable for CB.
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
Earnings expanding 78.7% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.6%
Generating 3.9B in free cash flow
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Expensive relative to growth rate
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 : CB
The strongest argument for CB centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 18.5% and operating margin at 20.6%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth.
Bear Case : CB
The primary concerns for CB are PEG Ratio.
Key Dynamics to Monitor
BABA profiles as a value stock while CB is a mature play — different risk/reward profiles.
BABA carries more volatility with a beta of 0.49 — expect wider price swings.
CB is growing revenue faster at 10.2% — sustainability is the question.
BABA generates stronger free cash flow (6.8B), providing more financial flexibility.
Bottom Line
CB scores higher overall (75/100 vs 50/100), backed by strong 18.5% margins and 10.2% revenue growth. BABA offers better value entry with a 72.8% margin of safety. Both earn "Strong 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.
Chubb Ltd
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
Chubb Limited, incorporated in Zurich, Switzerland, is the parent company of Chubb, a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance and the largest publicly traded property and casualty company in the world.
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