WallStSmart

Alibaba Group Holding Ltd (BABA)vsSGHC Limited (SGHC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Alibaba Group Holding Ltd generates 45473% more annual revenue ($1.02T vs $2.23B). SGHC leads profitability with a 9.7% profit margin vs 8.9%. BABA trades at a lower P/E of 23.0x. BABA earns a higher WallStSmart Score of 50/100 (C-).

BABA

Buy

50

out of 100

Grade: C-

Growth: 4.0Profit: 6.0Value: 8.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.39

SGHC

Hold

38

out of 100

Grade: F

Growth: 4.0Profit: 8.5Value: 5.0Quality: 5.0
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BABAUndervalued (+72.9%)

Margin of Safety

+72.9%

Fair Value

$562.19

Current Price

$131.88

$430.31 discount

UndervaluedFair: $562.19Overvalued
SGHCOvervalued (-13.4%)

Margin of Safety

-13.4%

Fair Value

$7.51

Current Price

$12.96

$5.45 premium

UndervaluedFair: $7.51Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BABA3 strengths · Avg: 8.7/10
Market CapQuality
$321.85B10/10

Mega-cap, among the largest globally

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SGHC1 strengths · Avg: 10.0/10
Return on EquityProfitability
31.6%10/10

Every $100 of equity generates 32 in profit

Areas to Watch

BABA3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

EPS GrowthGrowth
-70.9%2/10

Earnings declined 70.9%

Free Cash FlowQuality
$-32.37B2/10

Negative free cash flow — burning cash

SGHC4 concerns · Avg: 3.3/10
P/E RatioValuation
28.7x4/10

Moderate valuation

Price/BookValuation
8.8x4/10

Trading at 8.8x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.0%2/10

Revenue declined 3.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : BABA

The strongest argument for BABA centers on Market Cap, PEG Ratio, Price/Book. PEG of 0.80 suggests the stock is reasonably priced for its growth.

Bull Case : SGHC

The strongest argument for SGHC centers on Return on Equity.

Bear Case : BABA

The primary concerns for BABA are Revenue Growth, EPS Growth, Free Cash Flow.

Bear Case : SGHC

The primary concerns for SGHC are P/E Ratio, Price/Book, Piotroski F-Score.

Key Dynamics to Monitor

SGHC carries more volatility with a beta of 1.07 — expect wider price swings.

BABA is growing revenue faster at 1.7% — sustainability is the question.

SGHC generates stronger free cash flow (326M), providing more financial flexibility.

Monitor INTERNET RETAIL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BABA scores higher overall (50/100 vs 38/100). 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.

SGHC Limited

CONSUMER CYCLICAL · GAMBLING · USA

Super Group (SGHC) Limited is an online sports betting and gaming operator. The company is headquartered in Saint Peter Port, Guernsey.

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