Alibaba Group Holding Ltd (BABA)vsOn Holding Ltd (ONON)
BABA
Alibaba Group Holding Ltd
$131.88
+1.11%
CONSUMER CYCLICAL · Cap: $321.85B
ONON
On Holding Ltd
$35.61
+0.79%
CONSUMER CYCLICAL · Cap: $11.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 33634% more annual revenue ($1.02T vs $3.01B). BABA leads profitability with a 8.9% profit margin vs 6.8%. ONON appears more attractively valued with a PEG of 0.79. ONON earns a higher WallStSmart Score of 55/100 (C).
BABA
Buy50
out of 100
Grade: C-
ONON
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$131.88
$430.31 discount
Margin of Safety
-5.2%
Fair Value
$43.04
Current Price
$35.61
$7.43 premium
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
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 22.6% year-over-year
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
6.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 24.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : ONON
The strongest argument for ONON centers on Altman Z-Score, PEG Ratio, Revenue Growth. Revenue growth of 22.6% demonstrates continued momentum. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : ONON
The primary concerns for ONON are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 45.4x leaves little room for execution misses.
Key Dynamics to Monitor
BABA profiles as a value stock while ONON is a growth play — different risk/reward profiles.
ONON carries more volatility with a beta of 2.23 — expect wider price swings.
ONON is growing revenue faster at 22.6% — sustainability is the question.
ONON generates stronger free cash flow (80M), providing more financial flexibility.
Bottom Line
ONON scores higher overall (55/100 vs 50/100) and 22.6% revenue growth. BABA offers better value entry with a 72.9% 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.
On Holding Ltd
CONSUMER CYCLICAL · FOOTWEAR & ACCESSORIES · USA
On Holding AG develops and distributes sports products worldwide. The company is headquartered in Zurich, Switzerland.
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