Alibaba Group Holding Ltd (BABA)vsRollins Inc (ROL)
BABA
Alibaba Group Holding Ltd
$121.06
-3.88%
CONSUMER CYCLICAL · Cap: $270.36B
ROL
Rollins Inc
$46.51
-0.58%
CONSUMER CYCLICAL · Cap: $22.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 26524% more annual revenue ($1.02T vs $3.84B). ROL leads profitability with a 13.8% profit margin vs 10.1%. BABA appears more attractively valued with a PEG of 0.39. BABA earns a higher WallStSmart Score of 64/100 (C+).
BABA
Buy64
out of 100
Grade: C+
ROL
Buy52
out of 100
Grade: C-
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
+30.2%
Fair Value
$67.65
Current Price
$46.51
$21.14 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 38 in profit
Areas to Watch
2.9% revenue growth
Operating margin of 1.0%
Weak financial health signals
Negative free cash flow — burning cash
Trading at 16.3x book value
1.3% earnings growth
Weak financial health signals
Expensive relative to growth rate
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 : ROL
The strongest argument for ROL centers on Return on Equity. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are Revenue Growth, Operating Margin, Piotroski F-Score.
Bear Case : ROL
The primary concerns for ROL are Price/Book, EPS Growth, Piotroski F-Score. A P/E of 43.3x leaves little room for execution misses.
Key Dynamics to Monitor
ROL carries more volatility with a beta of 0.73 — expect wider price swings.
ROL is growing revenue faster at 10.2% — sustainability is the question.
ROL generates stronger free cash flow (111M), providing more financial flexibility.
Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BABA scores higher overall (64/100 vs 52/100). ROL offers better value entry with a 30.2% 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.
Rollins Inc
CONSUMER CYCLICAL · PERSONAL SERVICES · USA
Rollins, Inc. is a North American consumer and commercial services company.
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