Alibaba Group Holding Ltd (BABA)vsLas Vegas Sands Corp (LVS)
BABA
Alibaba Group Holding Ltd
$121.06
-3.88%
CONSUMER CYCLICAL · Cap: $270.36B
LVS
Las Vegas Sands Corp
$50.25
-0.95%
CONSUMER CYCLICAL · Cap: $33.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 7350% more annual revenue ($1.02T vs $13.74B). LVS leads profitability with a 13.4% profit margin vs 10.1%. BABA appears more attractively valued with a PEG of 0.39. LVS earns a higher WallStSmart Score of 71/100 (B).
BABA
Buy64
out of 100
Grade: C+
LVS
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.2%
Fair Value
$382.49
Current Price
$121.06
$261.43 discount
Margin of Safety
+38.4%
Fair Value
$93.68
Current Price
$50.25
$43.43 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Growing faster than its price suggests
Earnings expanding 104.1% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 154 in profit
Earnings expanding 73.0% YoY
Strong operational efficiency at 25.4%
Revenue surging 25.3% year-over-year
Areas to Watch
2.9% revenue growth
Operating margin of 1.0%
Weak financial health signals
Negative free cash flow — burning cash
Trading at 27.8x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, PEG Ratio, EPS Growth. PEG of 0.39 suggests the stock is reasonably priced for its growth.
Bull Case : LVS
The strongest argument for LVS centers on Return on Equity, EPS Growth, Operating Margin. Revenue growth of 25.3% demonstrates continued momentum. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, Operating Margin, Piotroski F-Score.
Bear Case : LVS
The primary concerns for LVS are Price/Book, Altman Z-Score, Debt/Equity. Debt-to-equity of 13.10 is elevated, increasing financial risk.
Key Dynamics to Monitor
BABA profiles as a value stock while LVS is a growth play — different risk/reward profiles.
LVS carries more volatility with a beta of 0.81 — expect wider price swings.
LVS is growing revenue faster at 25.3% — sustainability is the question.
LVS generates stronger free cash flow (537M), providing more financial flexibility.
Bottom Line
LVS scores higher overall (71/100 vs 64/100) and 25.3% revenue growth. BABA offers better value entry with a 60.2% 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.
Las Vegas Sands Corp
CONSUMER CYCLICAL · RESORTS & CASINOS · USA
Las Vegas Sands Corporation is an American casino and resort company based in Paradise, Nevada, United States. Its resorts feature accommodations, gambling and entertainment, convention and exhibition facilities, restaurants and clubs, as well as an art and science museum in Singapore.
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