Verdict: Side-by-side breakdown using the Bull Rankings model. AMZN scored 67.9, BABA scored 21.9 — AMZN leads.
Compare another set
AMZN
Amazon.com, Inc.
Internet Retail · Quality-Growth
67.9
$262.43 · $2.8T
fundamentals as of
Score gap
46.0
AMZN leads
BABA
Alibaba Group Holding Limited
Internet Retail · Quality-Growth
21.9
$111.37 · $277.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestBABA1.8x
Fastest growthAMZN+12.4%
Strongest balance sheetBABA0.24
Highest qualityAMZN63 / 100
Side by side · every name on one set of axes
Growth against the P/S multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AMZN
stronger →← stronger
BABA
63
Qualityreturns · margins · balance sheet
43
86
Growthrevenue & earnings expansion
60
58
Valuevaluation vs sector peers
7
AMZN is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
AMZN
BABA
-$2.5bF
FCF
-$7.2bF
+12.4%B+
Rev
+2.7%C
0.46B+
D/E
0.24A-
3.6xC
P/S
1.8xC+
1.48B
PEG
0.49A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Model signals
AMZN
No notable signals flagged.
BABA
Why this score
Foreign reporter (CNY)
The companies
AMZNAmazon.com, Inc.
Internet Retail · $262.43 · beta 1.46
Why now
Internet Retail · market cap $2.8T. 9% off the 52-week high of $287.20. Revenue growing +12%, comfortably above the S&P median. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $331.53 (implying +26% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $2.8T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Free cash flow is negative (-$2.5b) — capital raises or debt issuance likely required; dilution / leverage risk. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
BABAAlibaba Group Holding Limited
Internet Retail · $111.37 · beta 0.46
Why now
Internet Retail · market cap $277.1b. Down 39% from 52-week high of $182.50 — deep drawdown territory. PEG 0.49 — paying under fair value for the growth rate. 39 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $186.25 (implying +67% upside).
Moat
$277.1b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Free cash flow is negative (-$7.2b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AMZN and BABA diverge
On the headline score the gap is 46.0 points in favor of AMZN. The widest single difference is Value, where AMZN leads by 50.9 points.
ValueAMZN 58.2 · BABA 7.3AMZN +50.9
GrowthAMZN 86.0 · BABA 60.0AMZN +26.0
QualityAMZN 62.7 · BABA 43.5AMZN +19.2
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is AMZN or BABA the better stock?
AMZN scores higher: AMZN 67.9, BABA 21.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do AMZN and BABA differ most?
The widest gap is value, where AMZN leads by 51 points on the 0–100 pillar scale. AMZN leads all three pillars, so the gap is broad rather than a single-measure difference.
How are AMZN and BABA scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.