Comprehensive Stock Comparison
Compare VinFast Auto Ltd. (VFS) vs Alibaba Group Holding Limited (BABA) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | VFS | 57.9% revenue growth vs BABA's 5.9% |
| Quality / Margins | BABA | 12.2% net margin vs VFS's -137.0% |
| Stability / Safety | VFS | Beta 0.79 vs BABA's 0.90 |
| Dividends | BABA | 1.2% yield; 2-year raise streak; VFS pays no meaningful dividend |
| Momentum (1Y) | BABA | +10.2% vs VFS's -9.9% |
| Efficiency (ROA) | BABA | 6.5% ROA vs VFS's -50.4%, ROIC 9.6% vs -78.9% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
VinFast is a Vietnamese electric vehicle manufacturer that designs and produces EVs, e-scooters, and e-buses primarily for the Vietnamese market with expansion into North America. It generates revenue through vehicle sales—with cars being the dominant segment—alongside battery leasing and charging services for its products. The company benefits from being part of Vietnam's largest conglomerate, Vingroup, which provides capital and local market advantages.
Alibaba is a Chinese e-commerce and technology conglomerate that operates digital marketplaces connecting buyers and sellers. It generates revenue primarily from its core commerce segments — China Commerce (~65%) and International Commerce (~10%) — along with cloud services (~10%) and logistics through Cainiao. Its key competitive advantage is its massive ecosystem network effect, where its platforms like Taobao and Tmall create a self-reinforcing cycle of merchants and consumers that's difficult for competitors to replicate.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
BABA leads in 4 of 6 categories (Financial Metrics, Profitability & Efficiency). VFS leads in 2 (Valuation Metrics, Risk & Volatility).
Financial Metrics (TTM)
VFS is the larger business by revenue, generating $67.43T annually — 66.6x BABA's $1.01T. BABA is the more profitable business, keeping 12.2% of every revenue dollar as net income compared to VFS's -137.0%. On growth, VFS holds the edge at +46.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | VFSVinFast Auto Ltd. | BABAAlibaba Group Hol… |
|---|---|---|
| RevenueTrailing 12 months | $67.43T | $1.01T |
| EBITDAEarnings before interest/tax | -$55.31T | $114.6B |
| Net IncomeAfter-tax profit | -$92.40T | $123.4B |
| Free Cash FlowCash after capex | -$58.50T | $2.6B |
| Gross MarginGross profit ÷ Revenue | -53.0% | +41.2% |
| Operating MarginEBIT ÷ Revenue | -98.1% | +10.9% |
| Net MarginNet income ÷ Revenue | -137.0% | +12.2% |
| FCF MarginFCF ÷ Revenue | -86.8% | +0.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +46.1% | +4.8% |
| EPS Growth (YoY)Latest quarter vs prior year | -80.1% | -52.0% |
Valuation Metrics
| Metric | VFSVinFast Auto Ltd. | BABAAlibaba Group Hol… |
|---|---|---|
| Market CapShares × price | $7.6B | $2.66T |
| Enterprise ValueMkt cap + debt − cash | $13.1B | $2.67T |
| Trailing P/EPrice ÷ TTM EPS | -2.57x | 18.44x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 3.42x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 104.23x |
| Price / SalesMarket cap ÷ Revenue | 4.52x | 18.33x |
| Price / BookPrice ÷ Book value/share | — | 2.19x |
| Price / FCFMarket cap ÷ FCF | — | 233.68x |
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), BABA scores 7/9 vs VFS's 3/9, reflecting strong financial health.
| Metric | VFSVinFast Auto Ltd. | BABAAlibaba Group Hol… |
|---|---|---|
| ROE (TTM)Return on equity | — | +11.1% |
| ROA (TTM)Return on assets | -50.4% | +6.5% |
| ROICReturn on invested capital | -78.9% | +9.6% |
| ROCEReturn on capital employed | — | +10.4% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 |
| Debt / EquityFinancial leverage | — | 0.23x |
| Net DebtTotal debt minus cash | $143.09T | $66.8B |
| Cash & Equiv.Liquid assets | $3.31T | $181.7B |
| Total DebtShort + long-term debt | $146.40T | $248.5B |
| Interest CoverageEBIT ÷ Interest expense | -3.52x | 15.74x |
Total Returns (with DRIP)
A $10,000 investment in BABA five years ago would be worth $6,154 today (with dividends reinvested), compared to $3,120 for VFS. Over the past 12 months, BABA leads with a +10.2% total return vs VFS's -9.9%. The 3-year compound annual growth rate (CAGR) favors BABA at 19.2% vs VFS's -32.2% — a key indicator of consistent wealth creation.
| Metric | VFSVinFast Auto Ltd. | BABAAlibaba Group Hol… |
|---|---|---|
| YTD ReturnYear-to-date | -3.6% | -7.5% |
| 1-Year ReturnPast 12 months | -9.9% | +10.2% |
| 3-Year ReturnCumulative with dividends | -68.8% | +69.4% |
| 5-Year ReturnCumulative with dividends | -68.8% | -38.5% |
| 10-Year ReturnCumulative with dividends | -68.8% | +116.1% |
| CAGR (3Y)Annualised 3-year return | -32.2% | +19.2% |
Risk & Volatility
VFS is the less volatile stock with a 0.79 beta — it tends to amplify market swings less than BABA's 0.90 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VFS currently trades 85.3% from its 52-week high vs BABA's 74.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | VFSVinFast Auto Ltd. | BABAAlibaba Group Hol… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.79x | 0.90x |
| 52-Week HighHighest price in past year | $3.82 | $192.67 |
| 52-Week LowLowest price in past year | $2.56 | $95.73 |
| % of 52W HighCurrent price vs 52-week peak | +85.3% | +74.8% |
| RSI (14)Momentum oscillator 0–100 | 46.5 | 33.4 |
| Avg Volume (50D)Average daily shares traded | 252K | 10.2M |
Analyst Outlook
Wall Street rates VFS as "Buy" and BABA as "Buy". Consensus price targets imply 99.4% upside for VFS (target: $7) vs 30.9% for BABA (target: $189). BABA is the only dividend payer here at 1.23% yield — a key consideration for income-focused portfolios.
| Metric | VFSVinFast Auto Ltd. | BABAAlibaba Group Hol… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $6.50 | $188.62 |
| # AnalystsCovering analysts | 4 | 58 |
| Dividend YieldAnnual dividend ÷ price | — | +1.2% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | — | $12.14 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.5% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Aug 23 | Feb 26 | Change |
|---|---|---|---|
| VinFast Auto Ltd. (VFS) | 100 | 31.58 | -68.4% |
| Alibaba Group Holdi… (BABA) | 100 | 177.23 | +77.2% |
Alibaba Group Holdi… (BABA) returned -38% over 5 years vs VinFast Auto Ltd. (VFS)'s -69%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| VinFast Auto Ltd. (VFS) | $13.7T | $44.0T | +221.5% |
| Alibaba Group Holdi… (BABA) | $101.1B | $996.3B | +885.1% |
Alibaba Group Holding Limited's revenue grew from $101.1B (2016) to $996.3B (2025) — a 28.9% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| VinFast Auto Ltd. (VFS) | -138.4% | -175.5% | -26.8% |
| Alibaba Group Holdi… (BABA) | 70.7% | 13.1% | -81.5% |
Alibaba Group Holding Limited's net margin went from 71% (2016) to 13% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Alibaba Group Holdi… (BABA) | 8.8 | 2.7 | -69.3% |
Alibaba Group Holding Limited has traded in a 2x–9x P/E range over 9 years; current trailing P/E is ~18x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| VinFast Auto Ltd. (VFS) | -8,160.27 | -33,042 | -304.9% |
| Alibaba Group Holdi… (BABA) | 34 | 53.6 | +57.6% |
Alibaba Group Holding Limited's EPS grew from $34.00 (2016) to $53.60 (2025) — a 5% CAGR.
Chart 6Free Cash Flow — 5 Years
VinFast Auto Ltd. generated $-47.2T FCF in 2024 (-35% vs 2021). Alibaba Group Holding Limited generated $78B FCF in 2025 (-57% vs 2021).
VFS vs BABA: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is VFS or BABA a better buy right now?
Alibaba Group Holding Limited (BABA) offers the better valuation at 18.4x trailing P/E (3.4x forward), making it the more compelling value choice. Analysts rate VinFast Auto Ltd. (VFS) a "Buy" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — VFS or BABA?
Over the past 5 years, Alibaba Group Holding Limited (BABA) delivered a total return of -38.5%, compared to -68.8% for VinFast Auto Ltd. (VFS). A $10,000 investment in BABA five years ago would be worth approximately $6K today (assuming dividends reinvested). Over 10 years, the gap is even starker: BABA returned +116.1% versus VFS's -68.8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — VFS or BABA?
By beta (market sensitivity over 5 years), VinFast Auto Ltd. (VFS) is the lower-risk stock at 0.79β versus Alibaba Group Holding Limited's 0.90β — meaning BABA is approximately 14% more volatile than VFS relative to the S&P 500.
04Which has better profit margins — VFS or BABA?
Alibaba Group Holding Limited (BABA) is the more profitable company, earning 13.1% net margin versus -175.5% for VinFast Auto Ltd. — meaning it keeps 13.1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BABA leads at 14.1% versus -125.9% for VFS. At the gross margin level — before operating expenses — BABA leads at 40.0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
05Is VFS or BABA more undervalued right now?
Analyst consensus price targets imply the most upside for VFS: 99.4% to $6.50.
06Which pays a better dividend — VFS or BABA?
In this comparison, BABA (1.2% yield) pays a dividend. VFS does not pay a meaningful dividend and should not be held primarily for income.
07Is VFS or BABA better for a retirement portfolio?
For long-horizon retirement investors, Alibaba Group Holding Limited (BABA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.90), 1.2% yield, +116.1% 10Y return). Both have compounded well over 10 years (BABA: +116.1%, VFS: -68.8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between VFS and BABA?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. BABA pays a dividend while VFS does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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