Alibaba Group Holding Ltd (BABA)vsSoho House & Co Inc. (SHCO)
BABA
Alibaba Group Holding Ltd
$109.30
+0.68%
CONSUMER CYCLICAL · Cap: $281.47B
SHCO
Soho House & Co Inc.
$8.99
-0.11%
CONSUMER CYCLICAL · Cap: $1.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 80970% more annual revenue ($1.04T vs $1.29B). BABA leads profitability with a 7.0% profit margin vs -0.1%. BABA earns a higher WallStSmart Score of 55/100 (C-).
BABA
Buy55
out of 100
Grade: C-
SHCO
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.3%
Fair Value
$365.09
Current Price
$109.30
$255.79 discount
Intrinsic value data unavailable for SHCO.
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
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
0.1% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 0.0%
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 : SHCO
The strongest argument for SHCO centers on Debt/Equity.
Bear Case : BABA
The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : SHCO
The primary concerns for SHCO are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
BABA profiles as a value stock while SHCO is a turnaround play — different risk/reward profiles.
SHCO carries more volatility with a beta of 0.69 — expect wider price swings.
BABA is growing revenue faster at 8.6% — sustainability is the question.
SHCO generates stronger free cash flow (-3M), providing more financial flexibility.
Bottom Line
BABA scores higher overall (55/100 vs 33/100). Both earn "Buy" and "Avoid" 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.
Soho House & Co Inc.
CONSUMER CYCLICAL · LODGING · USA
Soho House & Co Inc. is a global membership-driven hospitality company that operates a collection of private members' clubs, hotels, and restaurants, catering primarily to creative professionals and elites across various cities. Known for its unique blend of luxury and community, Soho House offers a distinctive experience focused on quality design and personalized service. With a growing portfolio strategically positioned in key urban locations, the company aims to capitalize on the increasing demand for premium lifestyle offerings. Soho House continues to expand its global footprint while enhancing its brand value through tailored experiences that foster creativity and connection among its members.
Visit Website →Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?