WallStSmart

Atmus Filtration Technologies Inc. (ATMU)vsAlibaba Group Holding Ltd (BABA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Alibaba Group Holding Ltd generates 55982% more annual revenue ($1.02T vs $1.83B). ATMU leads profitability with a 11.6% profit margin vs 10.1%. BABA trades at a lower P/E of 17.8x. BABA earns a higher WallStSmart Score of 64/100 (C+).

ATMU

Buy

55

out of 100

Grade: C-

Growth: 5.3Profit: 8.0Value: 5.3Quality: 6.5
Piotroski: 5/9Altman Z: 3.21

BABA

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 5.0Value: 9.3Quality: 6.5
Piotroski: 2/9Altman Z: 2.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ATMU.

BABAUndervalued (+59.5%)

Margin of Safety

+59.5%

Fair Value

$375.80

Current Price

$116.30

$259.50 discount

UndervaluedFair: $375.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATMU2 strengths · Avg: 10.0/10
Return on EquityProfitability
52.3%10/10

Every $100 of equity generates 52 in profit

Altman Z-ScoreHealth
3.2110/10

Safe zone — low bankruptcy risk

BABA6 strengths · Avg: 9.2/10
Market CapQuality
$275.57B10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.4910/10

Growing faster than its price suggests

EPS GrowthGrowth
104.1%10/10

Earnings expanding 104.1% YoY

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

ATMU2 concerns · Avg: 2.5/10
Price/BookValuation
10.2x4/10

Trading at 10.2x book value

Debt/EquityHealth
2.621/10

Elevated debt levels

BABA4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.9%4/10

2.9% revenue growth

Operating MarginProfitability
1.0%3/10

Operating margin of 1.0%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-18.10B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : ATMU

The strongest argument for ATMU centers on Return on Equity, Altman Z-Score. Revenue growth of 14.6% demonstrates continued momentum.

Bull Case : BABA

The strongest argument for BABA centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.49 suggests the stock is reasonably priced for its growth.

Bear Case : ATMU

The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 2.62 is elevated, increasing financial risk.

Bear Case : BABA

The primary concerns for BABA are Revenue Growth, Operating Margin, Piotroski F-Score.

Key Dynamics to Monitor

ATMU carries more volatility with a beta of 1.19 — expect wider price swings.

ATMU is growing revenue faster at 14.6% — sustainability is the question.

ATMU generates stronger free cash flow (26M), providing more financial flexibility.

Monitor AUTO PARTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BABA scores higher overall (64/100 vs 55/100). 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.

Atmus Filtration Technologies Inc.

CONSUMER CYCLICAL · AUTO PARTS · USA

Atmus Filtration Technologies Inc. is a leading provider of advanced filtration solutions, primarily serving the transportation and industrial sectors. The company leverages its robust intellectual property portfolio and engineering capabilities to deliver high-performance products that enhance engine efficiency and reduce emissions, aligning with the increasing global demand for sustainable technologies and clean energy. With a steadfast commitment to quality and customer satisfaction, Atmus is well-positioned for sustained growth, seeking to generate significant shareholder value in an evolving market landscape.

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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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