Alibaba Group Holding Ltd (BABA)vsLands’ End Inc (LE)
BABA
Alibaba Group Holding Ltd
$109.30
+0.68%
CONSUMER CYCLICAL · Cap: $281.47B
LE
Lands’ End Inc
$10.37
+0.39%
CONSUMER CYCLICAL · Cap: $332.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 79495% more annual revenue ($1.04T vs $1.31B). LE leads profitability with a 26.2% profit margin vs 7.0%. BABA appears more attractively valued with a PEG of 0.52. LE earns a higher WallStSmart Score of 63/100 (C+).
BABA
Buy55
out of 100
Grade: C-
LE
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.3%
Fair Value
$365.09
Current Price
$109.30
$255.79 discount
Margin of Safety
-62.6%
Fair Value
$10.87
Current Price
$10.37
$0.50 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 69 in profit
Keeps 26 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Smaller company, higher risk/reward
Weak financial health signals
Revenue declined 8.5%
Earnings declined 32.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Debt/Equity, PEG Ratio. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bull Case : LE
The strongest argument for LE centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 26.2% and operating margin at -8.7%. PEG of 0.68 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : LE
The primary concerns for LE are Market Cap, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
BABA profiles as a value stock while LE is a declining play — different risk/reward profiles.
LE carries more volatility with a beta of 2.34 — expect wider price swings.
BABA is growing revenue faster at 8.6% — sustainability is the question.
LE generates stronger free cash flow (-26M), providing more financial flexibility.
Bottom Line
LE scores higher overall (63/100 vs 55/100), backed by strong 26.2% margins. BABA offers better value entry with a 58.3% 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.
Lands’ End Inc
CONSUMER CYCLICAL · APPAREL RETAIL · USA
Lands' End, Inc. is a single-channel retailer of casual clothing, accessories, footwear, and home products in the United States, Europe, Asia, and internationally. The company is headquartered in Dodgeville, Wisconsin.
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