Alibaba Group Holding Ltd (BABA)vseBay Inc (EBAY)
BABA
Alibaba Group Holding Ltd
$131.50
-0.29%
CONSUMER CYCLICAL · Cap: $321.85B
EBAY
eBay Inc
$104.07
+0.57%
CONSUMER CYCLICAL · Cap: $46.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 8662% more annual revenue ($1.02T vs $11.60B). EBAY leads profitability with a 17.6% profit margin vs 8.9%. BABA appears more attractively valued with a PEG of 0.80. EBAY earns a higher WallStSmart Score of 66/100 (B-).
BABA
Buy50
out of 100
Grade: C-
EBAY
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.8%
Fair Value
$560.44
Current Price
$131.50
$428.94 discount
Margin of Safety
+15.7%
Fair Value
$98.31
Current Price
$104.07
$5.76 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 43 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.2%
19.5% revenue growth
Areas to Watch
1.7% revenue growth
Earnings declined 70.9%
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 10.1x book value
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 : EBAY
The strongest argument for EBAY centers on Return on Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 17.6% and operating margin at 23.2%. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.
Bear Case : EBAY
The primary concerns for EBAY are PEG Ratio, Price/Book, Debt/Equity. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Key Dynamics to Monitor
BABA profiles as a value stock while EBAY is a growth play — different risk/reward profiles.
EBAY carries more volatility with a beta of 1.33 — expect wider price swings.
EBAY is growing revenue faster at 19.5% — sustainability is the question.
EBAY generates stronger free cash flow (897M), providing more financial flexibility.
Bottom Line
EBAY scores higher overall (66/100 vs 50/100), backed by strong 17.6% margins and 19.5% revenue growth. BABA offers better value entry with a 72.8% 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.
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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