Alibaba Group Holding Ltd (BABA)vsMOGU Inc (MOGU)
BABA
Alibaba Group Holding Ltd
$100.96
+0.72%
CONSUMER CYCLICAL · Cap: $249.37B
MOGU
MOGU Inc
$1.89
-0.53%
CONSUMER CYCLICAL · Cap: $13.65M
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 832998% more annual revenue ($1.04T vs $125.43M). BABA leads profitability with a 7.0% profit margin vs 1.5%. BABA earns a higher WallStSmart Score of 55/100 (C-).
BABA
Buy55
out of 100
Grade: C-
MOGU
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.0%
Fair Value
$435.28
Current Price
$100.96
$334.32 discount
Intrinsic value data unavailable for MOGU.
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
Conservative balance sheet, low leverage
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Earnings declined 79.4%
0.0% earnings growth
Smaller company, higher risk/reward
1.5% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BABA
The strongest argument for BABA centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : MOGU
The strongest argument for MOGU centers on Price/Book, Debt/Equity.
Bear Case : BABA
The primary concerns for BABA are Return on Equity, Profit Margin, Piotroski F-Score.
Bear Case : MOGU
The primary concerns for MOGU are EPS Growth, Market Cap, Profit Margin. Thin 1.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
MOGU carries more volatility with a beta of 0.47 — expect wider price swings.
BABA is growing revenue faster at 8.6% — sustainability is the question.
MOGU generates stronger free cash flow (-4M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BABA scores higher overall (55/100 vs 35/100). 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.
MOGU Inc
CONSUMER CYCLICAL · INTERNET RETAIL · China
MOGU Inc. operates in the online fashion and lifestyle business in the People's Republic of China. The company is headquartered in Hangzhou, the People's Republic of China.
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