Alibaba Group Holding Ltd (BABA)vseBay Inc (EBAY)
BABA
Alibaba Group Holding Ltd
$107.27
-1.89%
CONSUMER CYCLICAL · Cap: $281.47B
EBAY
eBay Inc
$112.90
+3.42%
CONSUMER CYCLICAL · Cap: $46.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 8602% more annual revenue ($1.04T vs $12.01B). EBAY leads profitability with a 18.6% profit margin vs 7.0%. BABA appears more attractively valued with a PEG of 0.52. EBAY earns a higher WallStSmart Score of 74/100 (B).
BABA
Buy55
out of 100
Grade: C-
EBAY
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.3%
Fair Value
$365.09
Current Price
$107.27
$257.82 discount
Margin of Safety
-13.9%
Fair Value
$95.82
Current Price
$112.90
$17.08 premium
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
Every $100 of equity generates 48 in profit
Earnings expanding 55.0% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.6%
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Trading at 10.8x book value
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, Debt/Equity, PEG Ratio. PEG of 0.52 suggests the stock is reasonably priced for its growth.
Bull Case : EBAY
The strongest argument for EBAY centers on Return on Equity, EPS Growth, Altman Z-Score. Profitability is solid with margins at 18.6% and operating margin at 21.6%. Revenue growth of 14.8% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : EBAY
The primary concerns for EBAY are Price/Book, Debt/Equity. Debt-to-equity of 1.53 is elevated, increasing financial risk.
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 1.34 — expect wider price swings.
EBAY is growing revenue faster at 14.8% — sustainability is the question.
EBAY generates stronger free cash flow (300M), providing more financial flexibility.
Bottom Line
EBAY scores higher overall (74/100 vs 55/100), backed by strong 18.6% margins and 14.8% revenue growth. BABA offers better value entry with a 58.3% 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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