Alibaba Group Holding Ltd (BABA)vsJumia Technologies AG (JMIA)
BABA
Alibaba Group Holding Ltd
$129.87
+3.50%
CONSUMER CYCLICAL · Cap: $299.57B
JMIA
Jumia Technologies AG
$7.10
+2.45%
CONSUMER CYCLICAL · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 619783% more annual revenue ($1.02T vs $164.02M). BABA leads profitability with a 8.9% profit margin vs -42.5%. BABA earns a higher WallStSmart Score of 49/100 (D+).
BABA
Hold49
out of 100
Grade: D+
JMIA
Avoid23
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-298.4%
Fair Value
$38.22
Current Price
$129.87
$91.65 premium
Intrinsic value data unavailable for JMIA.
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 25.1% year-over-year
Areas to Watch
Expensive relative to growth rate
1.7% revenue growth
Earnings declined 70.9%
Trading at 10.0x book value
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -1.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Free Cash Flow, Price/Book.
Bull Case : JMIA
The strongest argument for JMIA centers on Revenue Growth. Revenue growth of 25.1% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : JMIA
The primary concerns for JMIA are Price/Book, EPS Growth, Market Cap.
Key Dynamics to Monitor
BABA profiles as a value stock while JMIA is a growth play — different risk/reward profiles.
JMIA carries more volatility with a beta of 2.30 — expect wider price swings.
JMIA is growing revenue faster at 25.1% — sustainability is the question.
BABA generates stronger free cash flow (36.0B), providing more financial flexibility.
Bottom Line
BABA scores higher overall (49/100 vs 23/100). Both earn "Hold" and "Avoid" 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.
Jumia Technologies AG
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Jumia Technologies AG operates an e-commerce platform in Africa, Portugal, Germany and the United Arab Emirates. The company is headquartered in Berlin, Germany.
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