Alibaba Group Holding Ltd (BABA)vsThredUp Inc (TDUP)
BABA
Alibaba Group Holding Ltd
$129.87
+3.50%
CONSUMER CYCLICAL · Cap: $299.57B
TDUP
ThredUp Inc
$3.38
-2.31%
CONSUMER CYCLICAL · Cap: $439.55M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 327024% more annual revenue ($1.02T vs $310.81M). BABA leads profitability with a 8.9% profit margin vs -6.5%. BABA earns a higher WallStSmart Score of 49/100 (D+).
BABA
Hold49
out of 100
Grade: D+
TDUP
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-298.4%
Fair Value
$38.22
Current Price
$129.87
$91.65 premium
Intrinsic value data unavailable for TDUP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Generating 36.0B in free cash flow
Reasonable price relative to book value
18.5% revenue growth
Areas to Watch
Expensive relative to growth rate
1.7% revenue growth
Earnings declined 70.9%
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -35.0% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Free Cash Flow, Price/Book.
Bull Case : TDUP
The strongest argument for TDUP centers on Revenue Growth. Revenue growth of 18.5% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : TDUP
The primary concerns for TDUP are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
BABA profiles as a value stock while TDUP is a growth play — different risk/reward profiles.
TDUP carries more volatility with a beta of 1.73 — expect wider price swings.
TDUP is growing revenue faster at 18.5% — sustainability is the question.
BABA generates stronger free cash flow (36.0B), providing more financial flexibility.
Bottom Line
BABA scores higher overall (49/100 vs 32/100). Both earn "Hold" and "Avoid" 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.
ThredUp Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
ThredUp Inc. operates online resale platforms that allow consumers to buy and sell second-hand clothing, shoes, and accessories for women and children. The company is headquartered in Oakland, California.
Visit Website →Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?