BABA vs TSLA
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share vs Tesla Inc. Common Stock. Scores ACCE, valorisation, rentabilité et croissance côte à côte.
$BABA wins on fundamentals — $TSLA wins on narrative
$BABA carries the stronger composite ACCE score (52 vs 44) and it isn't close on valuation: a trailing P/E of 18.2 and EV/EBITDA of 10.24 versus $TSLA's 349.4 and 119.32. Profitability also favors Alibaba — 10.1% net margin and 9.2% ROE against Tesla's 4.0% and 4.9%. The analyst consensus target of $190.01 implies substantial upside from the current $115.40. Earnings growth came in at +104.1% year-over-year, a figure that dwarfs $TSLA's +8.3%.
$TSLA counters with faster revenue growth (15.8% vs 2.9%), a higher momentum score (45 vs 32), and a 1Y return of +19.7% versus $BABA's -1.6%. But the valuation is extreme — ACCE's 6-model fair value sits at $32.91, implying the $382.47 price is -91.4% above intrinsic value. A Value score of 10/100 says everything.
Winner: $BABA. Superior margins, a fraction of the valuation, and triple-digit earnings growth make it the fundamentally sound pick. $TSLA's premium demands flawless execution it hasn't yet delivered on the bottom line.