Alibaba Group Holding Ltd (BABA)vsTrip.com Group Ltd ADR (TCOM)
BABA
Alibaba Group Holding Ltd
$109.30
+0.68%
CONSUMER CYCLICAL · Cap: $281.47B
TCOM
Trip.com Group Ltd ADR
$39.08
+0.15%
CONSUMER CYCLICAL · Cap: $24.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Alibaba Group Holding Ltd generates 1513% more annual revenue ($1.04T vs $64.79B). TCOM leads profitability with a 48.6% profit margin vs 7.0%. BABA appears more attractively valued with a PEG of 0.52. TCOM earns a higher WallStSmart Score of 69/100 (B-).
BABA
Buy55
out of 100
Grade: C-
TCOM
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.3%
Fair Value
$365.09
Current Price
$109.30
$255.79 discount
Margin of Safety
+89.3%
Fair Value
$366.27
Current Price
$39.08
$327.19 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 49 of every $100 in revenue as profit
Generating 13.6B in free cash flow
Conservative balance sheet, low leverage
Strong operational efficiency at 24.3%
Areas to Watch
Moderate valuation
ROE of 7.0% — below average capital efficiency
7.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 39.7%
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 : TCOM
The strongest argument for TCOM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 48.6% and operating margin at 24.3%. Revenue growth of 17.2% demonstrates continued momentum.
Bear Case : BABA
The primary concerns for BABA are P/E Ratio, Return on Equity, Profit Margin.
Bear Case : TCOM
The primary concerns for TCOM are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BABA profiles as a value stock while TCOM is a growth play — different risk/reward profiles.
BABA carries more volatility with a beta of 0.50 — expect wider price swings.
TCOM is growing revenue faster at 17.2% — sustainability is the question.
TCOM generates stronger free cash flow (13.6B), providing more financial flexibility.
Bottom Line
TCOM scores higher overall (69/100 vs 55/100), backed by strong 48.6% margins and 17.2% revenue growth. BABA offers better value entry with a 58.3% margin of safety. Both earn "Strong 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.
Trip.com Group Ltd ADR
CONSUMER CYCLICAL · TRAVEL SERVICES · China
Trip.com Group Limited is a travel service provider for accommodation booking, transportation ticketing, destination and package tours, corporate travel management and other travel-related services in China and internationally. The company is headquartered in Shanghai, the People's Republic of China.
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