Alibaba Group Holding Ltd (BABA)vsInternational Paper (IP)
BABA
Alibaba Group Holding Ltd
$130.43
-0.32%
CONSUMER CYCLICAL · Cap: $321.85B
IP
International Paper
$33.58
-1.29%
CONSUMER CYCLICAL · Cap: $17.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 4202% more annual revenue ($1.02T vs $23.63B). BABA leads profitability with a 8.9% profit margin vs -14.9%. BABA appears more attractively valued with a PEG of 0.80. IP earns a higher WallStSmart Score of 55/100 (C-).
BABA
Buy50
out of 100
Grade: C-
IP
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$130.43
$431.76 discount
Margin of Safety
-33.5%
Fair Value
$36.84
Current Price
$33.58
$3.26 premium
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
Reasonable price relative to book value
Revenue surging 53.1% year-over-year
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
Weak financial health signals
ROE of -24.7% — below average capital efficiency
Earnings declined 90.1%
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 : IP
The strongest argument for IP centers on Price/Book, Revenue Growth. Revenue growth of 53.1% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : IP
The primary concerns for IP are PEG Ratio, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
BABA profiles as a value stock while IP is a hypergrowth play — different risk/reward profiles.
IP carries more volatility with a beta of 1.10 — expect wider price swings.
IP is growing revenue faster at 53.1% — sustainability is the question.
IP generates stronger free cash flow (255M), providing more financial flexibility.
Bottom Line
IP scores higher overall (55/100 vs 50/100) and 53.1% revenue growth. BABA offers better value entry with a 72.9% 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.
International Paper
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
The International Paper Company (NYSE: IP) is an American pulp and paper company, the largest such company in the world. The company is headquartered in Memphis, Tennessee.
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