Alibaba Group Holding Ltd (BABA)vsCannae Holdings Inc (CNNE)
BABA
Alibaba Group Holding Ltd
$130.43
-0.32%
CONSUMER CYCLICAL · Cap: $321.85B
CNNE
Cannae Holdings Inc
$13.51
+0.75%
CONSUMER CYCLICAL · Cap: $612.88M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 239925% more annual revenue ($1.02T vs $423.60M). BABA leads profitability with a 8.9% profit margin vs -121.2%. BABA earns a higher WallStSmart Score of 50/100 (C-).
BABA
Buy50
out of 100
Grade: C-
CNNE
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$130.43
$431.76 discount
Margin of Safety
+10.9%
Fair Value
$15.45
Current Price
$13.51
$1.94 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
Smaller company, higher risk/reward
ROE of -30.4% — below average capital efficiency
Revenue declined 6.0%
Earnings declined 67.0%
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 : CNNE
The strongest argument for CNNE centers on Price/Book.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : CNNE
The primary concerns for CNNE are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
BABA profiles as a value stock while CNNE is a turnaround play — different risk/reward profiles.
CNNE carries more volatility with a beta of 1.10 — expect wider price swings.
BABA is growing revenue faster at 1.7% — sustainability is the question.
CNNE generates stronger free cash flow (14M), providing more financial flexibility.
Bottom Line
BABA scores higher overall (50/100 vs 34/100). 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.
Cannae Holdings Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Cannae Holdings, Inc. is one of the leading investment firms. The company is headquartered in Las Vegas, Nevada.
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