Alibaba Group Holding Ltd (BABA)vsPlanet Fitness Inc (PLNT)
BABA
Alibaba Group Holding Ltd
$130.43
-0.32%
CONSUMER CYCLICAL · Cap: $321.85B
PLNT
Planet Fitness Inc
$64.19
-0.42%
CONSUMER CYCLICAL · Cap: $5.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 82084% more annual revenue ($1.02T vs $1.24B). PLNT leads profitability with a 17.7% profit margin vs 8.9%. BABA appears more attractively valued with a PEG of 0.80. PLNT earns a higher WallStSmart Score of 63/100 (C+).
BABA
Buy50
out of 100
Grade: C-
PLNT
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$130.43
$431.76 discount
Intrinsic value data unavailable for PLNT.
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
Strong operational efficiency at 30.0%
Conservative balance sheet, low leverage
Earnings expanding 32.5% YoY
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
ROE of 0.0% — below average capital efficiency
Distress zone — elevated risk
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 : PLNT
The strongest argument for PLNT centers on Operating Margin, Debt/Equity, EPS Growth. Profitability is solid with margins at 17.7% and operating margin at 30.0%. Revenue growth of 10.7% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : PLNT
The primary concerns for PLNT are Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
BABA profiles as a value stock while PLNT is a mature play — different risk/reward profiles.
PLNT carries more volatility with a beta of 1.31 — expect wider price swings.
PLNT is growing revenue faster at 10.7% — sustainability is the question.
PLNT generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
PLNT scores higher overall (63/100 vs 50/100), backed by strong 17.7% margins and 10.7% 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.
Planet Fitness Inc
CONSUMER CYCLICAL · LEISURE · USA
Planet Fitness, Inc., franchises and operates gyms under the Planet Fitness brand. The company is headquartered in Hampton, New Hampshire.
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