WallStSmart

Alibaba Group Holding Ltd (BABA)vsKontoor Brands Inc (KTB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alibaba Group Holding Ltd generates 30523% more annual revenue ($1.02T vs $3.34B). BABA leads profitability with a 10.1% profit margin vs 8.3%. KTB trades at a lower P/E of 15.9x. KTB earns a higher WallStSmart Score of 65/100 (B-).

BABA

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 5.0Value: 9.3Quality: 6.5
Piotroski: 2/9Altman Z: 2.02

KTB

Strong Buy

65

out of 100

Grade: B-

Growth: 8.7Profit: 8.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: 2.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BABAUndervalued (+60.2%)

Margin of Safety

+60.2%

Fair Value

$382.49

Current Price

$121.06

$261.43 discount

UndervaluedFair: $382.49Overvalued
KTBSignificantly Overvalued (-37.1%)

Margin of Safety

-37.1%

Fair Value

$49.14

Current Price

$70.07

$20.93 premium

UndervaluedFair: $49.14Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BABA6 strengths · Avg: 9.2/10
Market CapQuality
$270.36B10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.3910/10

Growing faster than its price suggests

EPS GrowthGrowth
104.1%10/10

Earnings expanding 104.1% YoY

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

KTB4 strengths · Avg: 9.5/10
Return on EquityProfitability
44.8%10/10

Every $100 of equity generates 45 in profit

Revenue GrowthGrowth
45.0%10/10

Revenue surging 45.0% year-over-year

EPS GrowthGrowth
116.6%10/10

Earnings expanding 116.6% YoY

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

Areas to Watch

BABA4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.9%4/10

2.9% revenue growth

Operating MarginProfitability
1.0%3/10

Operating margin of 1.0%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-18.10B2/10

Negative free cash flow — burning cash

KTB2 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
2.061/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BABA

The strongest argument for BABA centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.39 suggests the stock is reasonably priced for its growth.

Bull Case : KTB

The strongest argument for KTB centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 45.0% demonstrates continued momentum.

Bear Case : BABA

The primary concerns for BABA are Revenue Growth, Operating Margin, Piotroski F-Score.

Bear Case : KTB

The primary concerns for KTB are Piotroski F-Score, Debt/Equity. Debt-to-equity of 2.06 is elevated, increasing financial risk.

Key Dynamics to Monitor

BABA profiles as a value stock while KTB is a hypergrowth play — different risk/reward profiles.

KTB carries more volatility with a beta of 0.93 — expect wider price swings.

KTB is growing revenue faster at 45.0% — sustainability is the question.

KTB generates stronger free cash flow (40M), providing more financial flexibility.

Bottom Line

KTB scores higher overall (65/100 vs 64/100) and 45.0% revenue growth. BABA offers better value entry with a 60.2% 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.

Kontoor Brands Inc

CONSUMER CYCLICAL · APPAREL MANUFACTURING · USA

Kontoor Brands, Inc., a lifestyle apparel company, designs, manufactures, acquires, markets and distributes apparel under the Wrangler and Lee brands in the United States and internationally. The company is headquartered in Greensboro, North Carolina.

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