Air Products and Chemicals Inc (APD)vsSea Ltd (SE)
APD
Air Products and Chemicals Inc
$290.09
+1.34%
BASIC MATERIALS · Cap: $64.59B
SE
Sea Ltd
$82.47
+5.31%
CONSUMER CYCLICAL · Cap: $46.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 88% more annual revenue ($22.94B vs $12.21B). SE leads profitability with a 6.9% profit margin vs -2.7%. SE appears more attractively valued with a PEG of 0.55. SE earns a higher WallStSmart Score of 70/100 (B-).
APD
Hold42
out of 100
Grade: D
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APD.
Margin of Safety
+2.9%
Fair Value
$117.94
Current Price
$82.47
$35.47 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 24.3%
Revenue surging 38.4% year-over-year
Earnings expanding 58.5% YoY
Growing faster than its price suggests
Generating 1.0B in free cash flow
Areas to Watch
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
ROE of -1.7% — below average capital efficiency
Premium valuation, high expectations priced in
6.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bear Case : APD
The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Profit Margin.
Key Dynamics to Monitor
APD profiles as a turnaround stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.63 — expect wider price swings.
SE is growing revenue faster at 38.4% — sustainability is the question.
SE generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
SE scores higher overall (70/100 vs 42/100) and 38.4% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Air Products and Chemicals Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Air Products and Chemicals, Inc. is an American international corporation whose principal business is selling gases and chemicals for industrial uses. Air Products' headquarters is in Allentown, Pennsylvania.
Visit Website →Sea Ltd
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Sea Limited is engaged in the digital entertainment, e-commerce and digital financial services businesses in Southeast Asia, Latin America, the rest of Asia and internationally. The company is headquartered in Singapore.
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