Alibaba Group Holding Limited vs Corpay, Inc, two Internet Retail stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BABA and CPAY diverge most: on implied growth (priced in), BABA reads -0.1% and CPAY reads +1.1%; on debt / equity, BABA reads 0.05 and CPAY reads 3.97. The rest of the comparable metrics sit closer together. On valuation, today's BABA price has a different growth bar priced in than CPAY (-0.1% implied for BABA vs +1.1% for CPAY); the higher figure is the steeper assumption to clear, not a better or worse stock. What BABA's price implies is a bet that sits within the historical range (whole-company basis). What CPAY's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BABA | CPAY |
|---|---|---|
| Price | $122.26 | $382.15 |
| Market cap | $294.0B | $26.2B |
| Sector | Internet Retail | Internet Retail |
| Stage | Mature | Growth |
| Implied growth (priced in) | -0.1% | +1.1% |
| P/E | 19.1 | 22.9 |
| P/B | 1.81 | 7.36 |
| P/S | 1.98 | 5.47 |
| EV/EBITDA | 23.4 | 14.4 |
| Revenue growth | +2.6% | +18.2% |
| Operating margin | 4.9% | 50.5% |
| Net margin | 10.1% | 24.6% |
| Return on equity | 9.3% | 33.1% |
| Return on assets | 5.4% | 4.4% |
| Return on invested capital | 3.3% | 8.7% |
| FCF yield | 3.8% | 5.0% |
| Debt / equity | 0.05 | 3.97 |
| Current ratio | 1.28 | 0.98 |
| Altman Z (solvency) | 2.26 | 6.80 |
| Piotroski F (quality) | 4 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.