Alibaba Group Holding Ltd (BABA)vsHere Group Limited (HERE)
BABA
Alibaba Group Holding Ltd
$131.88
+1.11%
CONSUMER CYCLICAL · Cap: $321.85B
HERE
Here Group Limited
$3.58
+0.28%
CONSUMER CYCLICAL · Cap: $197.96M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 68003% more annual revenue ($1.02T vs $1.49B). HERE leads profitability with a 28.0% profit margin vs 8.9%. HERE trades at a lower P/E of 5.5x. BABA earns a higher WallStSmart Score of 50/100 (C-).
BABA
Buy50
out of 100
Grade: C-
HERE
Hold41
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
Intrinsic value data unavailable for HERE.
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
Attractively priced relative to earnings
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Revenue declined 75.6%
Earnings declined 45.4%
Operating margin of -21.6%
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 : HERE
The strongest argument for HERE centers on P/E Ratio, Profit Margin, Price/Book. Profitability is solid with margins at 28.0% and operating margin at -21.6%.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : HERE
The primary concerns for HERE are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BABA profiles as a value stock while HERE is a declining play — different risk/reward profiles.
BABA carries more volatility with a beta of 0.49 — expect wider price swings.
BABA is growing revenue faster at 1.7% — sustainability is the question.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BABA scores higher overall (50/100 vs 41/100). 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.
Here Group Limited
CONSUMER CYCLICAL · LEISURE · China
Here Group Limited designs and sells pop toys in China. The company is headquartered in Beijing, the People's Republic of China.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?