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.