Alibaba Group Holding Ltd (BABA)vsBoyd Gaming Corporation (BYD)
BABA
Alibaba Group Holding Ltd
$116.31
+0.48%
CONSUMER CYCLICAL · Cap: $281.47B
BYD
Boyd Gaming Corporation
$72.08
-0.69%
CONSUMER CYCLICAL · Cap: $5.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 25398% more annual revenue ($1.04T vs $4.10B). BYD leads profitability with a 44.3% profit margin vs 7.0%. BABA appears more attractively valued with a PEG of 0.53. BYD earns a higher WallStSmart Score of 62/100 (C+).
BABA
Buy55
out of 100
Grade: C-
BYD
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.1%
Fair Value
$363.49
Current Price
$116.31
$247.18 discount
Intrinsic value data unavailable for BYD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 72 in profit
Keeps 44 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 20.9%
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
0.0% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 4.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Debt/Equity, PEG Ratio. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bull Case : BYD
The strongest argument for BYD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 44.3% and operating margin at 20.9%.
Bear Case : BABA
The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : BYD
The primary concerns for BYD are Revenue Growth, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
BYD carries more volatility with a beta of 1.07 — expect wider price swings.
BABA is growing revenue faster at 8.6% — sustainability is the question.
BYD generates stronger free cash flow (-165M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BYD scores higher overall (62/100 vs 55/100), backed by strong 44.3% margins. BABA offers better value entry with a 58.1% 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.
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.
Boyd Gaming Corporation
CONSUMER CYCLICAL · RESORTS & CASINOS · USA
Boyd Gaming Corporation is a multi-jurisdictional gaming company. The company is headquartered in Las Vegas, Nevada.
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