Alibaba Group Holding Ltd (BABA)vseBay Inc (EBAY)
BABA
Alibaba Group Holding Ltd
$134.43
-1.57%
CONSUMER CYCLICAL · Cap: $326.38B
EBAY
eBay Inc
$91.77
-1.97%
CONSUMER CYCLICAL · Cap: $41.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 9018% more annual revenue ($1.01T vs $11.10B). EBAY leads profitability with a 18.3% profit margin vs 12.2%. BABA appears more attractively valued with a PEG of 1.74. EBAY earns a higher WallStSmart Score of 58/100 (C).
BABA
Hold49
out of 100
Grade: D+
EBAY
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-195.1%
Fair Value
$51.61
Current Price
$134.43
$82.82 premium
Margin of Safety
-186.1%
Fair Value
$28.97
Current Price
$91.77
$62.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Reasonable price relative to book value
Every $100 of equity generates 41 in profit
Safe zone — low bankruptcy risk
15.0% revenue growth
Areas to Watch
Expensive relative to growth rate
4.8% revenue growth
Operating margin of 2.2%
Earnings declined 51.8%
Expensive relative to growth rate
Trading at 8.9x book value
Earnings declined 18.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Price/Book.
Bull Case : EBAY
The strongest argument for EBAY centers on Return on Equity, Altman Z-Score, Revenue Growth. Profitability is solid with margins at 18.3% and operating margin at 16.2%. Revenue growth of 15.0% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are PEG Ratio, Revenue Growth, Operating Margin.
Bear Case : EBAY
The primary concerns for EBAY are PEG Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
BABA profiles as a value stock while EBAY is a mature play — different risk/reward profiles.
EBAY carries more volatility with a beta of 1.37 — expect wider price swings.
EBAY is growing revenue faster at 15.0% — sustainability is the question.
EBAY generates stronger free cash flow (466M), providing more financial flexibility.
Bottom Line
EBAY scores higher overall (58/100 vs 49/100), backed by strong 18.3% margins and 15.0% revenue growth. Both earn "Buy" and "Hold" 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.
eBay Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
eBay Inc. is an American multinational e-commerce corporation based in San Jose, California, that facilitates consumer-to-consumer and business-to-consumer sales through its website.
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