Alibaba Group Holding Ltd (BABA)vsGambling.com Group Ltd (GAMB)
BABA
Alibaba Group Holding Ltd
$131.88
+1.11%
CONSUMER CYCLICAL · Cap: $321.85B
GAMB
Gambling.com Group Ltd
$4.03
+4.68%
CONSUMER CYCLICAL · Cap: $135.12M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 614444% more annual revenue ($1.02T vs $165.45M). BABA leads profitability with a 8.9% profit margin vs -19.9%. GAMB earns a higher WallStSmart Score of 57/100 (C).
BABA
Buy50
out of 100
Grade: C-
GAMB
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.8%
Fair Value
$560.44
Current Price
$131.88
$428.56 discount
Margin of Safety
+32.9%
Fair Value
$6.51
Current Price
$4.03
$2.48 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
Reasonable price relative to book value
Revenue surging 31.0% year-over-year
Earnings expanding 63.2% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.3%
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Weak financial health signals
ROE of -28.5% — below average capital efficiency
Negative free cash flow — burning cash
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 : GAMB
The strongest argument for GAMB centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 31.0% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : GAMB
The primary concerns for GAMB are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
BABA profiles as a value stock while GAMB is a hypergrowth play — different risk/reward profiles.
GAMB carries more volatility with a beta of 0.91 — expect wider price swings.
GAMB is growing revenue faster at 31.0% — sustainability is the question.
GAMB generates stronger free cash flow (-12M), providing more financial flexibility.
Bottom Line
GAMB scores higher overall (57/100 vs 50/100) and 31.0% revenue growth. BABA offers better value entry with a 72.8% 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.
Gambling.com Group Ltd
CONSUMER CYCLICAL · GAMBLING · USA
Gambling.com Group Ltd (GAMB) is a prominent online marketing firm focused on the regulated gambling and gaming sectors, utilizing a diverse portfolio of digital assets to enhance operator visibility and user engagement. The company leverages advanced technology and data analytics to drive customer acquisition and optimize monetization strategies, establishing itself as a leader in effective lead generation. With strategic partnerships and deep industry expertise, Gambling.com maintains a competitive advantage, while its commitment to compliance and responsible gambling practices reinforces its alignment with regulatory standards. Positioned to benefit from the expanding online gaming market, the company is well-equipped to seize emerging growth opportunities.
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