Alibaba Group Holding Ltd (BABA)vsFrontdoor Inc (FTDR)
BABA
Alibaba Group Holding Ltd
$109.30
+0.68%
CONSUMER CYCLICAL · Cap: $281.47B
FTDR
Frontdoor Inc
$81.01
+1.82%
CONSUMER CYCLICAL · Cap: $5.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 48594% more annual revenue ($1.04T vs $2.15B). FTDR leads profitability with a 12.8% profit margin vs 7.0%. BABA appears more attractively valued with a PEG of 0.52. FTDR earns a higher WallStSmart Score of 59/100 (C).
BABA
Buy55
out of 100
Grade: C-
FTDR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.3%
Fair Value
$365.09
Current Price
$109.30
$255.79 discount
Margin of Safety
-32.5%
Fair Value
$42.49
Current Price
$81.01
$38.52 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 113 in profit
Strong operational efficiency at 28.2%
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Trading at 19.8x book value
4.5% revenue growth
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Debt/Equity, PEG Ratio. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bull Case : FTDR
The strongest argument for FTDR centers on Return on Equity, Operating Margin.
Bear Case : BABA
The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : FTDR
The primary concerns for FTDR are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 4.14 is elevated, increasing financial risk.
Key Dynamics to Monitor
FTDR carries more volatility with a beta of 1.51 — expect wider price swings.
BABA is growing revenue faster at 8.6% — sustainability is the question.
FTDR generates stronger free cash flow (120M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FTDR scores higher overall (59/100 vs 55/100). BABA offers better value entry with a 58.3% margin of safety. 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.
Frontdoor Inc
CONSUMER CYCLICAL · PERSONAL SERVICES · USA
front door, inc. The company is headquartered in Memphis, Tennessee.
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