Alibaba Group Holding Ltd (BABA)vsCannae Holdings Inc (CNNE)
BABA
Alibaba Group Holding Ltd
$121.06
-3.88%
CONSUMER CYCLICAL · Cap: $270.36B
CNNE
Cannae Holdings Inc
$14.44
0.00%
CONSUMER CYCLICAL · Cap: $637.14M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 245620% more annual revenue ($1.02T vs $416.60M). BABA leads profitability with a 10.1% profit margin vs -103.8%. BABA earns a higher WallStSmart Score of 64/100 (C+).
BABA
Buy64
out of 100
Grade: C+
CNNE
Avoid34
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
Margin of Safety
-14.6%
Fair Value
$12.01
Current Price
$14.44
$2.43 premium
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
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
Smaller company, higher risk/reward
ROE of -45.1% — below average capital efficiency
Revenue declined 6.8%
Earnings declined 67.0%
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 : CNNE
The strongest argument for CNNE centers on Price/Book, Debt/Equity.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, Operating Margin, Piotroski F-Score.
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 1.19 — expect wider price swings.
BABA is growing revenue faster at 2.9% — sustainability is the question.
CNNE generates stronger free cash flow (-21M), providing more financial flexibility.
Bottom Line
BABA scores higher overall (64/100 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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