Alibaba Group Holding Ltd (BABA)vsTaylor Morn Home (TMHC)
BABA
Alibaba Group Holding Ltd
$109.30
+0.68%
CONSUMER CYCLICAL · Cap: $281.47B
TMHC
Taylor Morn Home
$72.45
0.00%
CONSUMER CYCLICAL · Cap: $6.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 13627% more annual revenue ($1.04T vs $7.61B). TMHC leads profitability with a 8.8% profit margin vs 7.0%. BABA appears more attractively valued with a PEG of 0.52. TMHC earns a higher WallStSmart Score of 56/100 (C).
BABA
Buy55
out of 100
Grade: C-
TMHC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.3%
Fair Value
$365.09
Current Price
$109.30
$255.79 discount
Intrinsic value data unavailable for TMHC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Weak financial health signals
Revenue declined 26.8%
Earnings declined 51.2%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Debt/Equity, PEG Ratio. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bull Case : TMHC
The strongest argument for TMHC centers on P/E Ratio, Price/Book, Altman Z-Score. PEG of 1.41 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : TMHC
The primary concerns for TMHC are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
TMHC carries more volatility with a beta of 1.44 — expect wider price swings.
BABA is growing revenue faster at 8.6% — sustainability is the question.
TMHC generates stronger free cash flow (-20M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TMHC scores higher overall (56/100 vs 55/100). BABA offers better value entry with a 58.3% 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.
Taylor Morn Home
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Taylor Morrison Home Corporation, is a public housing builder in the United States. The company is headquartered in Scottsdale, Arizona.
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