Alibaba and Amazon operate similar business models and business segments, which makes this comparison interesting.

AI-generated source summary

The video compares Alibaba and Amazon based on revenue growth, operating profit margin, and return on invested capital. Amazon's revenue in the trailing twelve months is 670 billion, up from 107 billion in 2015, a compounded annual growth of 21.3%. Alibaba increased revenue to 139.7 billion from 11.7 billion in 2015, a compounded annual growth of 29.8%. In recent years, Amazon has outperformed Alibaba in revenue growth. Amazon's operating margins expanded to 11.4%, while Alibaba's declined to 14.3%. Amazon has surpassed Alibaba in return on invested capital at 13.7%, compared to 9.2%. The analysis estimates a fair value of 276.42 for Amazon and recommends a buy, given the current price of 237.83. Alibaba's intrinsic value per share is estimated at 154.75, versus a market price of 145.64, implying fair valuation.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   11 Sept 2025, 16:45 UTC

   The analyst published the original source item.

2. First prediction resolved

   11 Sept 2025, 17:30 UTC

   The first evaluable outcome in this case reached a terminal result.

3. Case evaluation completed

   24 Sept 2025, 15:30 UTC

   All evaluable predictions in this case reached terminal outcomes.

4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

5. Market predictions extracted

   18 May 2026, 20:47 UTC

   2 eligible signals linked to this case.

6. Outcome tracking started

   02 Jul 2026, 01:22 UTC

   Tahlil Plus began monitoring the extracted predictions.