Alibaba Group Holding Ltd (BABA)vsCodere Online US Corp (CDRO)
BABA
Alibaba Group Holding Ltd
$121.06
-3.88%
CONSUMER CYCLICAL · Cap: $270.36B
CDRO
Codere Online US Corp
$9.62
-0.31%
CONSUMER CYCLICAL · Cap: $439.69M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 486419% more annual revenue ($1.02T vs $210.41M). BABA leads profitability with a 10.1% profit margin vs 0.6%. BABA trades at a lower P/E of 17.3x. BABA earns a higher WallStSmart Score of 64/100 (C+).
BABA
Buy64
out of 100
Grade: C+
CDRO
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.2%
Fair Value
$382.49
Current Price
$121.06
$261.43 discount
Intrinsic value data unavailable for CDRO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Earnings expanding 104.1% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
2.9% revenue growth
Operating margin of 1.0%
Weak financial health signals
Negative free cash flow — burning cash
Trading at 13.2x book value
Smaller company, higher risk/reward
0.6% margin — thin
Operating margin of 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : CDRO
The strongest argument for CDRO centers on Debt/Equity.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, Operating Margin, Piotroski F-Score.
Bear Case : CDRO
The primary concerns for CDRO are Price/Book, Market Cap, Profit Margin. A P/E of 322.3x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
BABA carries more volatility with a beta of 0.46 — expect wider price swings.
CDRO is growing revenue faster at 6.6% — sustainability is the question.
CDRO generates stronger free cash flow (5M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BABA scores higher overall (64/100 vs 29/100). Both earn "Buy" and "Avoid" 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.
Codere Online US Corp
CONSUMER CYCLICAL · GAMBLING · USA
Codere Online Luxembourg, SA, operator of online games and sports betting in Latin America. The company is headquartered in Luxembourg.
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