Best Buy Co. Inc (BBY)vsSea Ltd (SE)
BBY
Best Buy Co. Inc
$61.63
+0.78%
CONSUMER CYCLICAL · Cap: $12.14B
SE
Sea Ltd
$87.27
-1.90%
CONSUMER CYCLICAL · Cap: $57.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Best Buy Co. Inc generates 65% more annual revenue ($41.69B vs $25.19B). SE leads profitability with a 6.4% profit margin vs 2.6%. SE appears more attractively valued with a PEG of 0.60. BBY earns a higher WallStSmart Score of 64/100 (C+).
BBY
Buy64
out of 100
Grade: C+
SE
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-68.0%
Fair Value
$39.94
Current Price
$61.63
$21.69 premium
Margin of Safety
+53.3%
Fair Value
$245.25
Current Price
$87.27
$157.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 37 in profit
Earnings expanding 372.5% YoY
Safe zone — low bankruptcy risk
Generating 1.1B in free cash flow
Revenue surging 46.6% year-over-year
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
2.6% margin — thin
Elevated debt levels
Revenue declined 1.0%
Premium valuation, high expectations priced in
3.1% earnings growth
6.4% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BBY
The strongest argument for BBY centers on P/E Ratio, Return on Equity, EPS Growth. PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, Market Cap, Debt/Equity. Revenue growth of 46.6% demonstrates continued momentum. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bear Case : BBY
The primary concerns for BBY are Profit Margin, Debt/Equity, Revenue Growth. Thin 2.6% margins leave little buffer for downturns.
Bear Case : SE
The primary concerns for SE are P/E Ratio, EPS Growth, 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 1.57 — expect wider price swings.
SE is growing revenue faster at 46.6% — sustainability is the question.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BBY scores higher overall (64/100 vs 58/100). SE offers better value entry with a 53.3% 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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