Alibaba Group Holding Ltd (BABA)vsMurphy USA Inc (MUSA)
BABA
Alibaba Group Holding Ltd
$100.96
+0.72%
CONSUMER CYCLICAL · Cap: $249.37B
MUSA
Murphy USA Inc
$515.28
-2.98%
CONSUMER CYCLICAL · Cap: $10.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 5373% more annual revenue ($1.04T vs $19.09B). BABA leads profitability with a 7.0% profit margin vs 3.2%. BABA appears more attractively valued with a PEG of 0.46. MUSA earns a higher WallStSmart Score of 68/100 (B-).
BABA
Buy55
out of 100
Grade: C-
MUSA
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.0%
Fair Value
$435.28
Current Price
$100.96
$334.32 discount
Intrinsic value data unavailable for MUSA.
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
Conservative balance sheet, low leverage
Every $100 of equity generates 89 in profit
Revenue surging 40.8% year-over-year
Earnings expanding 53.1% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Earnings declined 79.4%
Expensive relative to growth rate
Trading at 12.1x book value
3.2% margin — thin
Operating margin of 4.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : MUSA
The strongest argument for MUSA centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 40.8% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Return on Equity, Profit Margin, Piotroski F-Score.
Bear Case : MUSA
The primary concerns for MUSA are PEG Ratio, Price/Book, Profit Margin. Debt-to-equity of 3.49 is elevated, increasing financial risk. Thin 3.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
BABA profiles as a value stock while MUSA is a hypergrowth play — different risk/reward profiles.
BABA carries more volatility with a beta of 0.46 — expect wider price swings.
MUSA is growing revenue faster at 40.8% — sustainability is the question.
MUSA generates stronger free cash flow (123M), providing more financial flexibility.
Bottom Line
MUSA scores higher overall (68/100 vs 55/100) and 40.8% revenue growth. BABA offers better value entry with a 65.0% 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.
Murphy USA Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Murphy USA Inc. is engaged in the marketing of retail motor fuel products and convenience merchandise. The company is headquartered in El Dorado, Arkansas.
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