Alibaba Group Holding Ltd (BABA)vsBath & Body Works Inc. (BBWI)
BABA
Alibaba Group Holding Ltd
$121.06
-3.88%
CONSUMER CYCLICAL · Cap: $270.36B
BBWI
Bath & Body Works Inc.
$17.43
-2.84%
CONSUMER CYCLICAL · Cap: $3.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 14029% more annual revenue ($1.02T vs $7.25B). BABA leads profitability with a 10.1% profit margin vs 10.0%. BABA appears more attractively valued with a PEG of 0.39. BABA earns a higher WallStSmart Score of 64/100 (C+).
BABA
Buy64
out of 100
Grade: C+
BBWI
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.2%
Fair Value
$382.49
Current Price
$121.06
$261.43 discount
Margin of Safety
+12.0%
Fair Value
$25.46
Current Price
$17.43
$8.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Earnings expanding 104.1% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 83.7% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
2.9% revenue growth
Operating margin of 1.0%
Weak financial health signals
Negative free cash flow — burning cash
Grey zone — moderate risk
ROE of 0.0% — below average capital efficiency
Weak financial health signals
Revenue declined 3.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : BBWI
The strongest argument for BBWI centers on P/E Ratio, EPS Growth, Debt/Equity. PEG of 0.75 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, Operating Margin, Piotroski F-Score.
Bear Case : BBWI
The primary concerns for BBWI are Altman Z-Score, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
BBWI carries more volatility with a beta of 1.39 — expect wider price swings.
BABA is growing revenue faster at 2.9% — sustainability is the question.
BBWI generates stronger free cash flow (195M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BABA scores higher overall (64/100 vs 59/100). 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.
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.
Bath & Body Works Inc.
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Bath & Body Works Inc. (BBWI) is a leading specialty retailer that offers a broad range of premium personal care and home fragrance products, capitalizing on a strong omnichannel strategy that integrates an expansive network of physical stores with a thriving online platform. The company continuously innovates and adapts its marketing approaches to stay ahead of shifting consumer preferences in the competitive beauty and personal care market. As a subsidiary of L Brands, Inc., Bath & Body Works fosters operational synergies while actively pursuing sustainability initiatives and community engagement, positioning itself for long-term growth and a robust industry presence. With a loyal customer base and a commitment to excellence, BBWI is well-equipped to navigate the evolving retail landscape.
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