Alibaba Group Holding Ltd (BABA)vsHNI Corp (HNI)
BABA
Alibaba Group Holding Ltd
$121.06
-3.88%
CONSUMER CYCLICAL · Cap: $270.36B
HNI
HNI Corp
$31.14
+3.46%
CONSUMER CYCLICAL · Cap: $2.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 28441% more annual revenue ($1.02T vs $3.59B). BABA leads profitability with a 10.1% profit margin vs 0.0%. HNI appears more attractively valued with a PEG of 0.39. BABA earns a higher WallStSmart Score of 64/100 (C+).
BABA
Buy64
out of 100
Grade: C+
HNI
Buy59
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
-11.4%
Fair Value
$46.41
Current Price
$31.14
$15.27 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
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 124.7% year-over-year
Areas to Watch
2.9% revenue growth
Operating margin of 1.0%
Weak financial health signals
Negative free cash flow — burning cash
ROE of 0.1% — below average capital efficiency
0.0% margin — thin
Operating margin of 1.6%
Weak financial health signals
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 : HNI
The strongest argument for HNI centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 124.7% demonstrates continued momentum. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, Operating Margin, Piotroski F-Score.
Bear Case : HNI
The primary concerns for HNI are Return on Equity, Profit Margin, Operating Margin. A P/E of 115.5x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
BABA profiles as a value stock while HNI is a hypergrowth play — different risk/reward profiles.
HNI carries more volatility with a beta of 1.00 — expect wider price swings.
HNI is growing revenue faster at 124.7% — sustainability is the question.
HNI generates stronger free cash flow (-206M), providing more financial flexibility.
Bottom Line
BABA scores higher overall (64/100 vs 59/100). 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.
HNI Corp
CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA
HNI Corporation manufactures and sells workplace furniture and residential construction products in the United States, Canada, China, Hong Kong, India, Mexico, Dubai, Taiwan, and Singapore. The company is headquartered in Muscatine, Iowa.
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