COMPARE · Data as of August 24, 2026
BABA vs CART
Verdict: Side-by-side breakdown using the Bull Rankings model. BABA scored 39.4, CART scored 66.1 — CART leads.
Compare another set
Different reporting periods. CART's fundamentals are as of June 2026, but BABA's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BABA
Alibaba Group Holding Limited
39.4
$118.47 · $284.0B
fundamentals as of
Score gap
26.7
CART leads
CART
Maplebear Inc.
66.1
$51.78 · $12.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCART+12.6%
- Strongest balance sheetCART0.01
- Highest qualityCART94 / 100
- Largest discount to fair valueCART-59%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BABA
stronger →← stronger
CART
44
Qualityreturns · margins · balance sheet
94
38
Growthrevenue & earnings expansion
81
66
Valuevaluation vs sector peers
38
CART is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BABA
CART
-$7.6bF
FCF
$1.2bC+
+2.7%C
Rev
+12.6%B+
0.24A-
D/E
0.01A
1.8xC+
P/S
—
0.50A
PEG
2.26C
—
P/E
27.3xC+
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.
Valuation · DCF cross-check
BABA
CART
—
Price vs fair valuelower is cheaper
59% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-10%/yr
—
1-yr DCF upside
+100%
—
5-yr DCF upside
+143%
—
10-yr DCF upside
+223%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BABA
Why this score
- Foreign reporter (CNY)
CART
Why this score
- Buying back stock
- Durable high returns
- Short track record
The companies
BABAAlibaba Group Holding Limited
Why now
Internet Retail · market cap $284.0b. Down 39% from 52-week high of $192.67 — deep drawdown territory. PEG 0.50 — paying under fair value for the growth rate. 39 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $188.37 (implying +59% upside).
Moat
$284.0b 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 (-$7.6b) — 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.
CARTMaplebear Inc.
Why now
Internet Retail · market cap $12.0b. Trading near 52-week high of $51.91 — momentum setup, limited technical margin of safety. Revenue growing +13%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $57.56 (implying +11% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. 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 BABA and CART diverge
On the headline score the gap is 26.7 points in favor of CART. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityBABA 44.3 · CART 94.3CART +50.0
- GrowthBABA 37.9 · CART 80.8CART +42.9
- ValueBABA 66.0 · CART 37.9BABA +28.1
Pillars run 0–100 against sector peers, so a 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.