Alibaba Group Holding Ltd (BABA)vsSalesforce.com Inc (CRM)
BABA
Alibaba Group Holding Ltd
$140.06
-0.67%
CONSUMER CYCLICAL · Cap: $349.01B
CRM
Salesforce.com Inc
$181.82
-2.43%
TECHNOLOGY · Cap: $152.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 2349% more annual revenue ($1.02T vs $41.52B). CRM leads profitability with a 18.0% profit margin vs 8.9%. BABA appears more attractively valued with a PEG of 0.81. CRM earns a higher WallStSmart Score of 68/100 (B-).
BABA
Buy50
out of 100
Grade: C-
CRM
Strong Buy68
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
Margin of Safety
+74.9%
Fair Value
$743.47
Current Price
$181.82
$561.65 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
Generating 6.8B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Grey zone — moderate risk
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 : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Key Dynamics to Monitor
BABA profiles as a value stock while CRM is a mature play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.14 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
BABA generates stronger free cash flow (6.8B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (68/100 vs 50/100), backed by strong 18.0% margins and 12.1% 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.
Salesforce.com Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
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