Allison Transmission Holdings Inc (ALSN)vsAlibaba Group Holding Ltd (BABA)
ALSN
Allison Transmission Holdings Inc
$129.10
-0.71%
CONSUMER CYCLICAL · Cap: $10.73B
BABA
Alibaba Group Holding Ltd
$131.88
+1.11%
CONSUMER CYCLICAL · Cap: $321.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 33679% more annual revenue ($1.02T vs $3.01B). ALSN leads profitability with a 20.7% profit margin vs 8.9%. ALSN appears more attractively valued with a PEG of 0.78. ALSN earns a higher WallStSmart Score of 62/100 (C+).
ALSN
Buy62
out of 100
Grade: C+
BABA
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ALSN.
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$131.88
$430.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 21.8%
Mega-cap, among the largest globally
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Revenue declined 7.4%
Earnings declined 41.1%
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ALSN
The strongest argument for ALSN centers on Return on Equity, Profit Margin, PEG Ratio. Profitability is solid with margins at 20.7% and operating margin at 21.8%. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : ALSN
The primary concerns for ALSN are Altman Z-Score, Debt/Equity, Revenue Growth.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
ALSN profiles as a declining stock while BABA is a value play — different risk/reward profiles.
ALSN carries more volatility with a beta of 0.96 — expect wider price swings.
BABA is growing revenue faster at 1.7% — sustainability is the question.
ALSN generates stronger free cash flow (163M), providing more financial flexibility.
Bottom Line
ALSN scores higher overall (62/100 vs 50/100), backed by strong 20.7% margins. 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.
Allison Transmission Holdings Inc
CONSUMER CYCLICAL · AUTO PARTS · USA
Allison Transmission Holdings, Inc. designs, manufactures and sells fully automatic commercial and defense transmissions for medium and heavy duty commercial vehicles, and medium and heavy duty US defense vehicles globally. The company is headquartered in Indianapolis, Indiana.
Visit Website →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.
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