WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Alibaba Group Holding Ltd generates 54907% more annual revenue ($1.04T vs $1.90B). ATMU leads profitability with a 11.3% profit margin vs 7.0%. ATMU trades at a lower P/E of 17.8x. ATMU earns a higher WallStSmart Score of 57/100 (C).

ATMU

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 8.0Value: 6.0Quality: 6.5
Piotroski: 5/9Altman Z: 3.21

BABA

Buy

55

out of 100

Grade: C-

Growth: 4.7Profit: 4.5Value: 8.0Quality: 6.5
Piotroski: 2/9Altman Z: 2.02
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ATMU.

BABAUndervalued (+58.3%)

Margin of Safety

+58.3%

Fair Value

$365.09

Current Price

$109.30

$255.79 discount

UndervaluedFair: $365.09Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATMU4 strengths · Avg: 9.0/10
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

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
16.4%8/10

16.4% revenue growth

BABA4 strengths · Avg: 8.8/10
Market CapQuality
$281.47B10/10

Mega-cap, among the largest globally

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.528/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

ATMU2 concerns · Avg: 2.5/10
Price/BookValuation
8.2x4/10

Trading at 8.2x book value

Debt/EquityHealth
2.201/10

Elevated debt levels

BABA4 concerns · Avg: 3.3/10
P/E RatioValuation
25.6x4/10

Moderate valuation

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ATMU

The strongest argument for ATMU centers on Return on Equity, Altman Z-Score, P/E Ratio. Revenue growth of 16.4% demonstrates continued momentum.

Bull 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.

Bear Case : ATMU

The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 2.20 is elevated, increasing financial risk.

Bear Case : BABA

The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.

Key Dynamics to Monitor

ATMU profiles as a growth stock while BABA is a value play — different risk/reward profiles.

ATMU carries more volatility with a beta of 1.17 — expect wider price swings.

ATMU is growing revenue faster at 16.4% — sustainability is the question.

ATMU generates stronger free cash flow (65M), providing more financial flexibility.

Bottom Line

ATMU scores higher overall (57/100 vs 55/100) and 16.4% revenue growth. 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.

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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