Alibaba Group Holding Ltd (BABA)vsHuazhu Group Ltd (HTHT)
BABA
Alibaba Group Holding Ltd
$131.88
+1.11%
CONSUMER CYCLICAL · Cap: $321.85B
HTHT
Huazhu Group Ltd
$51.86
+1.85%
CONSUMER CYCLICAL · Cap: $15.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 3918% more annual revenue ($1.02T vs $25.31B). HTHT leads profitability with a 20.1% profit margin vs 8.9%. HTHT appears more attractively valued with a PEG of 0.27. HTHT earns a higher WallStSmart Score of 80/100 (B+).
BABA
Buy50
out of 100
Grade: C-
HTHT
Strong Buy80
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$131.88
$430.31 discount
Margin of Safety
+53.1%
Fair Value
$113.56
Current Price
$51.86
$61.70 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
Growing faster than its price suggests
Every $100 of equity generates 41 in profit
Earnings expanding 2217.0% YoY
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 29.1%
Generating 3.2B in free cash flow
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Trading at 8.5x book value
Distress zone — elevated risk
Elevated debt levels
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 : HTHT
The strongest argument for HTHT centers on PEG Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 20.1% and operating margin at 29.1%. PEG of 0.27 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : HTHT
The primary concerns for HTHT are Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.13 is elevated, increasing financial risk.
Key Dynamics to Monitor
BABA profiles as a value stock while HTHT is a mature play — different risk/reward profiles.
BABA carries more volatility with a beta of 0.49 — expect wider price swings.
HTHT is growing revenue faster at 8.3% — sustainability is the question.
HTHT generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
HTHT scores higher overall (80/100 vs 50/100), backed by strong 20.1% margins. BABA offers better value entry with a 72.9% margin of safety. Both earn "Strong 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.
Huazhu Group Ltd
CONSUMER CYCLICAL · LODGING · China
Huazhu Group Limited, develops leased and owned, managed and franchised hotels mainly in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
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