Best Buy Co. Inc (BBY)vsSea Ltd (SE)
BBY
Best Buy Co. Inc
$100.39
+3.54%
CONSUMER CYCLICAL · Cap: $20.34B
SE
Sea Ltd
$76.55
+1.82%
CONSUMER CYCLICAL · Cap: $57.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Best Buy Co. Inc generates 52% more annual revenue ($42.20B vs $27.72B). SE leads profitability with a 5.9% profit margin vs 3.0%. SE appears more attractively valued with a PEG of 0.99. SE earns a higher WallStSmart Score of 60/100 (C+).
BBY
Buy60
out of 100
Grade: C+
SE
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.2%
Fair Value
$42.40
Current Price
$100.39
$57.99 premium
Margin of Safety
+55.2%
Fair Value
$255.67
Current Price
$76.55
$179.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Earnings expanding 70.1% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Revenue surging 48.1% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
3.6% revenue growth
3.0% margin — thin
Operating margin of 3.9%
Premium valuation, high expectations priced in
Distress zone — elevated risk
5.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BBY
The strongest argument for BBY centers on Return on Equity, EPS Growth, Altman Z-Score.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 48.1% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : BBY
The primary concerns for BBY are PEG Ratio, Revenue Growth, Profit Margin. Thin 3.0% margins leave little buffer for downturns.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
BBY profiles as a value stock while SE is a hypergrowth play — different risk/reward profiles.
SE carries more volatility with a beta of 1.55 — expect wider price swings.
SE is growing revenue faster at 48.1% — sustainability is the question.
SE generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
BBY scores higher overall (60/100 vs 60/100). SE offers better value entry with a 55.2% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Best Buy Co. Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Best Buy Co., Inc. is an American multinational consumer electronics retailer headquartered in Richfield, Minnesota.
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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