eBay Inc (EBAY)vsSea Ltd (SE)
EBAY
eBay Inc
$91.77
-1.97%
CONSUMER CYCLICAL · Cap: $41.32B
SE
Sea Ltd
$84.47
-3.56%
CONSUMER CYCLICAL · Cap: $51.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 107% more annual revenue ($22.94B vs $11.10B). EBAY leads profitability with a 18.3% profit margin vs 6.9%. SE appears more attractively valued with a PEG of 0.61. SE earns a higher WallStSmart Score of 70/100 (B-).
EBAY
Buy58
out of 100
Grade: C
SE
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-186.1%
Fair Value
$28.97
Current Price
$91.77
$62.80 premium
Margin of Safety
+2.9%
Fair Value
$117.94
Current Price
$84.47
$33.47 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 41 in profit
Safe zone — low bankruptcy risk
15.0% revenue growth
Revenue surging 38.4% year-over-year
Earnings expanding 58.5% YoY
Large-cap with strong market position
Growing faster than its price suggests
Generating 1.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 8.9x book value
Earnings declined 18.4%
Premium valuation, high expectations priced in
6.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : EBAY
The strongest argument for EBAY centers on Return on Equity, Altman Z-Score, Revenue Growth. Profitability is solid with margins at 18.3% and operating margin at 16.2%. Revenue growth of 15.0% demonstrates continued momentum.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 38.4% demonstrates continued momentum. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bear Case : EBAY
The primary concerns for EBAY are PEG Ratio, Price/Book, EPS Growth.
Bear Case : SE
The primary concerns for SE are P/E Ratio, Profit Margin.
Key Dynamics to Monitor
EBAY profiles as a mature 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 58/100) and 38.4% revenue growth. Both earn "Strong 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.
eBay Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
eBay Inc. is an American multinational e-commerce corporation based in San Jose, California, that facilitates consumer-to-consumer and business-to-consumer sales through its 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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