Alibaba Group Holding Ltd (BABA)vsPackaging Corp of America (PKG)
BABA
Alibaba Group Holding Ltd
$100.96
+0.72%
CONSUMER CYCLICAL · Cap: $249.37B
PKG
Packaging Corp of America
$248.44
-1.81%
CONSUMER CYCLICAL · Cap: $22.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 10538% more annual revenue ($1.04T vs $9.82B). PKG leads profitability with a 7.4% profit margin vs 7.0%. BABA appears more attractively valued with a PEG of 0.46. PKG earns a higher WallStSmart Score of 60/100 (C).
BABA
Buy55
out of 100
Grade: C-
PKG
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.0%
Fair Value
$435.28
Current Price
$100.96
$334.32 discount
Margin of Safety
-82.1%
Fair Value
$134.28
Current Price
$248.44
$114.16 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
Conservative balance sheet, low leverage
No standout strengths identified
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
Premium valuation, high expectations priced in
7.4% margin — thin
Weak financial health signals
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 : PKG
Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Return on Equity, Profit Margin, Piotroski F-Score.
Bear Case : PKG
The primary concerns for PKG are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
PKG carries more volatility with a beta of 0.77 — expect wider price swings.
PKG is growing revenue faster at 12.5% — sustainability is the question.
PKG generates stronger free cash flow (170M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PKG scores higher overall (60/100 vs 55/100) and 12.5% revenue growth. BABA offers better value entry with a 65.0% 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.
Packaging Corp of America
CONSUMER CYCLICAL · PACKAGING & CONTAINERS · USA
Packaging Corporation of America is an American manufacturing company based in Lake Forest, Illinois.
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