Alibaba Group Holding Ltd (BABA)vseBay Inc (EBAY)
BABA
Alibaba Group Holding Ltd
$121.06
-3.88%
CONSUMER CYCLICAL · Cap: $270.36B
EBAY
eBay Inc
$109.15
+0.32%
CONSUMER CYCLICAL · Cap: $48.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 8722% more annual revenue ($1.02T vs $11.60B). EBAY leads profitability with a 17.6% profit margin vs 10.1%. BABA appears more attractively valued with a PEG of 0.39. EBAY earns a higher WallStSmart Score of 64/100 (C+).
BABA
Buy64
out of 100
Grade: C+
EBAY
Buy64
out of 100
Grade: C+
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
-16.9%
Fair Value
$92.88
Current Price
$109.15
$16.27 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
Every $100 of equity generates 46 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.2%
19.5% revenue growth
Areas to Watch
2.9% revenue growth
Operating margin of 1.0%
Weak financial health signals
Negative free cash flow — burning cash
Expensive relative to growth rate
Moderate valuation
Trading at 11.0x book value
Elevated debt levels
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 : EBAY
The strongest argument for EBAY centers on Return on Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 17.6% and operating margin at 23.2%. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, Operating Margin, Piotroski F-Score.
Bear Case : EBAY
The primary concerns for EBAY are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Key Dynamics to Monitor
BABA profiles as a value stock while EBAY is a growth play — different risk/reward profiles.
EBAY carries more volatility with a beta of 1.37 — expect wider price swings.
EBAY is growing revenue faster at 19.5% — sustainability is the question.
EBAY generates stronger free cash flow (897M), providing more financial flexibility.
Bottom Line
BABA scores higher overall (64/100 vs 64/100). Both earn "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.
eBay Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
eBay Inc. is an American multinational e-commerce corporation based in San Jose, California, that facilitates consumer-to-consumer and business-to-consumer sales through its website.
Visit Website →Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?