Alibaba Group Holding Ltd (BABA)vsIntuit Inc (INTU)
BABA
Alibaba Group Holding Ltd
$129.87
+3.50%
CONSUMER CYCLICAL · Cap: $299.57B
INTU
Intuit Inc
$426.86
-1.29%
TECHNOLOGY · Cap: $120.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 4953% more annual revenue ($1.02T vs $20.12B). INTU leads profitability with a 21.6% profit margin vs 8.9%. INTU appears more attractively valued with a PEG of 1.35. INTU earns a higher WallStSmart Score of 65/100 (C+).
BABA
Hold49
out of 100
Grade: D+
INTU
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-298.4%
Fair Value
$38.22
Current Price
$129.87
$91.65 premium
Margin of Safety
-308.7%
Fair Value
$104.45
Current Price
$426.86
$322.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Generating 36.0B in free cash flow
Reasonable price relative to book value
Revenue surging 41.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
1.7% revenue growth
Earnings declined 70.9%
Moderate valuation
Earnings declined 18.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Free Cash Flow, Price/Book.
Bull Case : INTU
The strongest argument for INTU centers on Revenue Growth, Market Cap, Return on Equity. Profitability is solid with margins at 21.6% and operating margin at 15.7%. Revenue growth of 41.0% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
BABA profiles as a value stock while INTU is a growth play — different risk/reward profiles.
INTU carries more volatility with a beta of 1.28 — expect wider price swings.
INTU is growing revenue faster at 41.0% — sustainability is the question.
BABA generates stronger free cash flow (36.0B), providing more financial flexibility.
Bottom Line
INTU scores higher overall (65/100 vs 49/100), backed by strong 21.6% margins and 41.0% revenue growth. 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.
Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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