Alibaba Group Holding Ltd (BABA)vsRush Street Interactive Inc (RSI)
BABA
Alibaba Group Holding Ltd
$131.88
+1.11%
CONSUMER CYCLICAL · Cap: $321.85B
RSI
Rush Street Interactive Inc
$28.10
+0.43%
CONSUMER CYCLICAL · Cap: $6.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 81738% more annual revenue ($1.02T vs $1.24B). BABA leads profitability with a 8.9% profit margin vs 3.0%. BABA trades at a lower P/E of 23.0x. RSI earns a higher WallStSmart Score of 56/100 (C).
BABA
Buy50
out of 100
Grade: C-
RSI
Buy56
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
+50.5%
Fair Value
$34.55
Current Price
$28.10
$6.45 discount
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
Every $100 of equity generates 35 in profit
Revenue surging 41.1% year-over-year
Earnings expanding 67.2% YoY
Safe zone — low bankruptcy risk
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Trading at 19.1x book value
3.0% margin — thin
Premium valuation, high expectations priced in
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 : RSI
The strongest argument for RSI centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 41.1% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : RSI
The primary concerns for RSI are Price/Book, Profit Margin, P/E Ratio. A P/E of 82.3x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
BABA profiles as a value stock while RSI is a hypergrowth play — different risk/reward profiles.
RSI carries more volatility with a beta of 1.46 — expect wider price swings.
RSI is growing revenue faster at 41.1% — sustainability is the question.
RSI generates stronger free cash flow (69M), providing more financial flexibility.
Bottom Line
RSI scores higher overall (56/100 vs 50/100) and 41.1% 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.
Rush Street Interactive Inc
CONSUMER CYCLICAL · GAMBLING · USA
Rush Street Interactive, Inc. is an online casino and sports betting company in the United States and Latin America. The company is headquartered in Chicago, Illinois.
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