Alibaba Group Holding Ltd (BABA)vsLear Corporation (LEA)
BABA
Alibaba Group Holding Ltd
$109.30
+0.68%
CONSUMER CYCLICAL · Cap: $281.47B
LEA
Lear Corporation
$130.82
+2.33%
CONSUMER CYCLICAL · Cap: $8.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 4309% more annual revenue ($1.04T vs $23.70B). BABA leads profitability with a 7.0% profit margin vs 2.4%. LEA appears more attractively valued with a PEG of 0.36. LEA earns a higher WallStSmart Score of 63/100 (C+).
BABA
Buy55
out of 100
Grade: C-
LEA
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
Intrinsic value data unavailable for LEA.
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
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 23.9% YoY
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
3.0% revenue growth
2.4% margin — thin
Operating margin of 4.2%
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 : LEA
The strongest argument for LEA centers on PEG Ratio, Price/Book, P/E Ratio. PEG of 0.36 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 : LEA
The primary concerns for LEA are Revenue Growth, Profit Margin, Operating Margin. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
LEA carries more volatility with a beta of 1.27 — expect wider price swings.
BABA is growing revenue faster at 8.6% — sustainability is the question.
LEA generates stronger free cash flow (288M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LEA scores higher overall (63/100 vs 55/100). 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.
Lear Corporation
CONSUMER CYCLICAL · AUTO PARTS · USA
Lear Corporation designs, develops, designs, manufactures, assembles, and supplies automotive seats, electrical distribution systems, and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. The company is headquartered in Southfield, Michigan.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?