Alibaba Group Holding Ltd (BABA)vsCrocs Inc (CROX)
BABA
Alibaba Group Holding Ltd
$131.88
+1.11%
CONSUMER CYCLICAL · Cap: $321.85B
CROX
Crocs Inc
$101.98
+1.84%
CONSUMER CYCLICAL · Cap: $5.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 25063% more annual revenue ($1.02T vs $4.04B). BABA leads profitability with a 8.9% profit margin vs -2.0%. BABA appears more attractively valued with a PEG of 0.80. BABA earns a higher WallStSmart Score of 50/100 (C-).
BABA
Buy50
out of 100
Grade: C-
CROX
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$131.88
$430.31 discount
Margin of Safety
+36.8%
Fair Value
$130.95
Current Price
$101.98
$28.97 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
No standout strengths identified
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Weak financial health signals
ROE of -5.2% — below average capital efficiency
Revenue declined 3.2%
Earnings declined 68.0%
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 : CROX
PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : CROX
The primary concerns for CROX are Piotroski F-Score, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
BABA profiles as a value stock while CROX is a turnaround play — different risk/reward profiles.
CROX carries more volatility with a beta of 1.54 — expect wider price swings.
BABA is growing revenue faster at 1.7% — sustainability is the question.
CROX generates stronger free cash flow (246M), providing more financial flexibility.
Bottom Line
BABA scores higher overall (50/100 vs 42/100). CROX offers better value entry with a 36.8% margin of safety. Both earn "Buy" and "Hold" 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.
Crocs Inc
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
Crocs, Inc. designs, develops, manufactures, markets and distributes casual lifestyle footwear and accessories for men, women and children. The company is headquartered in Broomfield, Colorado.
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