Alibaba Group Holding Ltd (BABA)vsHesai Group Sponsored ADR (HSAI)
BABA
Alibaba Group Holding Ltd
$100.96
+0.72%
CONSUMER CYCLICAL · Cap: $249.37B
HSAI
Hesai Group Sponsored ADR
$13.83
+3.60%
CONSUMER CYCLICAL · Cap: $15.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 31212% more annual revenue ($1.04T vs $3.34B). HSAI leads profitability with a 14.9% profit margin vs 7.0%. BABA appears more attractively valued with a PEG of 0.46. HSAI earns a higher WallStSmart Score of 62/100 (C+).
BABA
Buy55
out of 100
Grade: C-
HSAI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.0%
Fair Value
$435.28
Current Price
$100.96
$334.32 discount
Intrinsic value data unavailable for HSAI.
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
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 21.9% year-over-year
Earnings expanding 25.0% YoY
Areas to Watch
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Earnings declined 79.4%
Moderate valuation
ROE of 5.6% — below average capital efficiency
Operating margin of 0.3%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : HSAI
The strongest argument for HSAI centers on Debt/Equity, PEG Ratio, Price/Book. Revenue growth of 21.9% demonstrates continued momentum. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are Return on Equity, Profit Margin, Piotroski F-Score.
Bear Case : HSAI
The primary concerns for HSAI are P/E Ratio, Return on Equity, Operating Margin.
Key Dynamics to Monitor
BABA profiles as a value stock while HSAI is a growth play — different risk/reward profiles.
HSAI carries more volatility with a beta of 1.37 — expect wider price swings.
HSAI is growing revenue faster at 21.9% — sustainability is the question.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HSAI scores higher overall (62/100 vs 55/100) and 21.9% revenue growth. BABA offers better value entry with a 65.0% 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.
Hesai Group Sponsored ADR
CONSUMER CYCLICAL · AUTO PARTS · China
Hesai Group, engages in the development, manufacture, and sale of three-dimensional light detection and ranging solutions (LiDAR). The company is headquartered in Shanghai, China.
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