Alibaba Group Holding Ltd (BABA)vsBRP Inc. (DOO)
BABA
Alibaba Group Holding Ltd
$131.88
+1.11%
CONSUMER CYCLICAL · Cap: $321.85B
DOO
BRP Inc.
$55.95
+4.33%
CONSUMER CYCLICAL · Cap: $4.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 11943% more annual revenue ($1.02T vs $8.44B). BABA leads profitability with a 8.9% profit margin vs 3.5%. DOO appears more attractively valued with a PEG of 0.70. DOO earns a higher WallStSmart Score of 68/100 (B-).
BABA
Buy50
out of 100
Grade: C-
DOO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.9%
Fair Value
$562.19
Current Price
$131.88
$430.31 discount
Margin of Safety
+30.1%
Fair Value
$113.24
Current Price
$55.95
$57.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 79 in profit
Earnings expanding 857.0% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
16.0% revenue growth
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Trading at 9.3x book value
3.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : DOO
The strongest argument for DOO centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 16.0% demonstrates continued momentum. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : DOO
The primary concerns for DOO are Price/Book, Profit Margin, Debt/Equity. Debt-to-equity of 4.90 is elevated, increasing financial risk. Thin 3.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
BABA profiles as a value stock while DOO is a growth play — different risk/reward profiles.
DOO carries more volatility with a beta of 1.08 — expect wider price swings.
DOO is growing revenue faster at 16.0% — sustainability is the question.
DOO generates stronger free cash flow (305M), providing more financial flexibility.
Bottom Line
DOO scores higher overall (68/100 vs 50/100) and 16.0% revenue growth. BABA offers better value entry with a 72.9% margin of safety. Both earn "Strong 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.
BRP Inc.
CONSUMER CYCLICAL · RECREATIONAL VEHICLES · USA
BRP Inc. (DOO) is a prominent global manufacturer of recreational vehicles and powersports engines, renowned for its innovative technology and superior craftsmanship. The company's extensive brand portfolio, featuring Ski-Doo snowmobiles, Sea-Doo watercraft, and Can-Am off-road vehicles, effectively caters to a diverse audience of outdoor enthusiasts. Headquartered in Valcourt, Quebec, BRP is dedicated to sustainability and technological advancements, which bolster its competitive position in the expanding powersports market. With a strong focus on research and development, the company enhances customer experiences while strategically growing its global presence through a robust distribution and service network.
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