eBay Inc (EBAY)vsSea Ltd (SE)
EBAY
eBay Inc
$112.90
+3.42%
CONSUMER CYCLICAL · Cap: $46.54B
SE
Sea Ltd
$103.50
+0.83%
CONSUMER CYCLICAL · Cap: $65.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sea Ltd generates 131% more annual revenue ($27.72B vs $12.01B). EBAY leads profitability with a 18.6% profit margin vs 5.9%. SE appears more attractively valued with a PEG of 1.04. EBAY earns a higher WallStSmart Score of 74/100 (B).
EBAY
Strong Buy74
out of 100
Grade: B
SE
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.9%
Fair Value
$95.82
Current Price
$112.90
$17.08 premium
Margin of Safety
+56.1%
Fair Value
$260.75
Current Price
$103.50
$157.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 48 in profit
Earnings expanding 55.0% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.6%
Revenue surging 48.1% year-over-year
Large-cap with strong market position
Generating 1.1B in free cash flow
Areas to Watch
Trading at 10.8x book value
Elevated debt levels
Distress zone — elevated risk
5.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EBAY
The strongest argument for EBAY centers on Return on Equity, EPS Growth, Altman Z-Score. Profitability is solid with margins at 18.6% and operating margin at 21.6%. Revenue growth of 14.8% demonstrates continued momentum.
Bull Case : SE
The strongest argument for SE centers on Revenue Growth, Market Cap, Free Cash Flow. Revenue growth of 48.1% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.
Bear Case : EBAY
The primary concerns for EBAY are Price/Book, Debt/Equity. Debt-to-equity of 1.53 is elevated, increasing financial risk.
Bear Case : SE
The primary concerns for SE are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 41.5x leaves little room for execution misses.
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 1.52 — 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
EBAY scores higher overall (74/100 vs 56/100), backed by strong 18.6% margins and 14.8% revenue growth. SE offers better value entry with a 56.1% margin of safety. 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.
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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