Alibaba Group Holding Ltd (BABA)vsModine Manufacturing Company (MOD)
BABA
Alibaba Group Holding Ltd
$108.54
+1.18%
CONSUMER CYCLICAL · Cap: $281.47B
MOD
Modine Manufacturing Company
$181.18
+1.29%
CONSUMER CYCLICAL · Cap: $10.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 30886% more annual revenue ($1.04T vs $3.37B). BABA leads profitability with a 7.0% profit margin vs 4.3%. BABA appears more attractively valued with a PEG of 0.52. MOD earns a higher WallStSmart Score of 61/100 (C+).
BABA
Buy55
out of 100
Grade: C-
MOD
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.3%
Fair Value
$365.09
Current Price
$108.54
$256.55 discount
Intrinsic value data unavailable for MOD.
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
Growing faster than its price suggests
Revenue surging 28.0% year-over-year
Earnings expanding 44.2% YoY
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Trading at 8.0x book value
4.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : MOD
The strongest argument for MOD centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 28.0% demonstrates continued momentum. PEG of 0.66 suggests the stock is reasonably priced for its growth.
Bear Case : BABA
The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : MOD
The primary concerns for MOD are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 71.5x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
BABA profiles as a value stock while MOD is a growth play — different risk/reward profiles.
MOD carries more volatility with a beta of 1.73 — expect wider price swings.
MOD is growing revenue faster at 28.0% — sustainability is the question.
MOD generates stronger free cash flow (-5M), providing more financial flexibility.
Bottom Line
MOD scores higher overall (61/100 vs 55/100) and 28.0% revenue growth. BABA offers better value entry with a 58.3% margin of safety. Both earn "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.
Modine Manufacturing Company
CONSUMER CYCLICAL · AUTO PARTS · USA
Modine Manufacturing Company provides heat transfer systems and heat transfer components designed for use in on-highway and off-highway original equipment manufacturer (OEM) vehicular applications. The company is headquartered in Racine, Wisconsin.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?