WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Alibaba Group Holding Ltd generates 57529% more annual revenue ($1.02T vs $1.76B). ATMU leads profitability with a 11.8% profit margin vs 8.9%. BABA trades at a lower P/E of 23.0x. ATMU earns a higher WallStSmart Score of 55/100 (C-).

ATMU

Buy

55

out of 100

Grade: C-

Growth: 6.0Profit: 7.5Value: 5.3Quality: 7.0
Piotroski: 5/9Altman Z: 3.18

BABA

Buy

50

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 8.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ATMU.

BABAUndervalued (+72.9%)

Margin of Safety

+72.9%

Fair Value

$562.19

Current Price

$131.88

$430.31 discount

UndervaluedFair: $562.19Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATMU3 strengths · Avg: 9.3/10
Return on EquityProfitability
68.5%10/10

Every $100 of equity generates 69 in profit

Altman Z-ScoreHealth
3.1810/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
21.0%8/10

Earnings expanding 21.0% YoY

BABA3 strengths · Avg: 8.7/10
Market CapQuality
$321.85B10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

ATMU2 concerns · Avg: 3.5/10
Price/BookValuation
13.0x4/10

Trading at 13.0x book value

Debt/EquityHealth
1.513/10

Elevated debt levels

BABA3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

EPS GrowthGrowth
-70.9%2/10

Earnings declined 70.9%

Free Cash FlowQuality
$-32.37B2/10

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, EPS 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 : ATMU

The primary concerns for ATMU are Price/Book, Debt/Equity. Debt-to-equity of 1.51 is elevated, increasing financial risk.

Bear Case : BABA

The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

ATMU carries more volatility with a beta of 1.59 — expect wider price swings.

ATMU is growing revenue faster at 9.8% — sustainability is the question.

ATMU generates stronger free cash flow (31M), providing more financial flexibility.

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

Bottom Line

ATMU scores higher overall (55/100 vs 50/100). 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.

Atmus Filtration Technologies Inc.

CONSUMER CYCLICAL · AUTO PARTS · USA

Atmus Filtration Technologies Inc. is a prominent innovator in advanced filtration solutions, primarily serving the transportation and industrial sectors. The company specializes in the design and manufacturing of high-performance filtration products that not only improve engine efficiency but also contribute to significant reductions in emissions, aligning with the increasing demand for sustainable technologies. Leveraging a robust portfolio of intellectual property and strong engineering expertise, Atmus is well-positioned to exploit emerging trends in cleaner energy solutions. With a steadfast commitment to quality and customer satisfaction, the company is primed for continued global expansion and enhancement of shareholder value.

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.

Want to dig deeper into these stocks?